| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 62 | 17.7x | 17.8x | Around median | |
Growth | 41 | 5.2% | 7.1% | Around median | |
Quality | 76 | 68.3% | 4.5% | Top tier | |
Safety | 42 | 4.3x | 2.6x | Around median | |
Capital Return | 77 | 2.39% | 2.12% | Top tier | |
Momentum | 15 | -22.5% | 2.9% | Bottom tier | |
Sentiment | 45 | 18 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Domino's Pizza, Inc. operates a global franchise network comprising franchisees in more than 90 markets, and its economics depend on franchise fees and royalties, supply chain operations, and a number of company-owned stores. Higher order volumes support these drivers together: they increase franchisee sales and the associated fees, raise supply chain volumes, and add customers to the Flywheel loyalty program. Management says the brand captures approximately 23% of the pizza category, after a doubling of U.S. order volumes since the end of 2008 helped add approximately $7 billion in retail sales, more than 2,100 net new stores, and an approximately 240% increase in EBITDA at franchisee stores.
In fiscal Q2 2026, revenue was $1.2 billion, gross profit was $478.2 million, net income was $135.8 million, and earnings per share were $4.07. Based on the reported rounded revenue figure, this equates to a gross margin of approximately 39.9% and a net income margin of approximately 11.3%. Adjusted operating income, excluding the impact of foreign currency and refranchising gains, also increased 2.6%, supported by higher U.S. and international franchise royalties and fees and growth in supply chain gross profit dollars, partially offset by higher general and administrative expenses related to the company's biennial global gathering.
The business mix in fiscal Q2 2026 reflects stronger growth from geographic expansion than from existing-store sales: global retail sales increased 3%, excluding foreign currency, driven by the addition of nearly 1,000 net stores over 12 months. U.S. retail sales grew 1.9% with 26 net new stores, while international retail sales increased 4.1% with 183 net new stores; however, comparable-store sales rose only 0.1% in the U.S. and declined 0.1% internationally. Within the U.S. market, carryout sales increased 1.1% versus a 0.7% decline in delivery, showing that order growth did not fully translate into strong sales growth because of a lower average order value.
The analyst consensus is “Buy,” with an average target of $378.79 and a wide range of $315 to $480; the average is approximately 19% below the 52-week range high of $469, while the highest target is slightly above that high. The 52-week range extends from $282 to $469, and the $165 breadth of analyst targets indicates uncertainty about whether order growth can offset weakness in average order value and comparable sales. The data does not include a usable earnings multiple, so the targets should be viewed in light of slowing comparable sales and pressure on franchisee profitability, not as independent evidence of undervaluation.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
The most important driver is order growth, which management described as meaningful in the overall business and in delivery and carryout during fiscal Q2 2026. These orders support franchise royalties, the supply chain, and the Flywheel loyalty program, whose membership at the end of fiscal 2025 was 20% higher than before the launch of the new version. Uber and DoorDash also provide incremental customers, and management estimates that 50% of aggregator-platform orders are incremental to the existing business.
U.S. comparable-store sales grew only 0.1% in fiscal Q2 2026 because lower average order value offset strong order growth. Premium Series and Slice Sauce did not deliver the expected mix when results were compared with the higher-priced Stuffed Crust launch in the prior period, while pricing increased only 0.2%. The divergence between channels was also evident, as carryout increased 1.1% and delivery declined 0.7%.
Domino's said on the July 20, 2026 call that it believes it has become the largest pizza company on both Uber and DoorDash, with room remaining to reach its fair share of the channel. Management estimates that 50% of aggregator-platform orders are incremental and uses higher pricing to keep franchisee profitability approximately neutral. The orchestration agent also coordinates the preparation timing of orders received from Domino's website and aggregator platforms to deliver the product hot and reduce waiting times.
Automated analysis for informational purposes only — not investment advice.
The company expects low-single-digit comparable-store sales growth in the U.S. and international markets during fiscal 2026. It also expects mid-single-digit global retail sales growth and mid- to high-single-digit operating income growth after excluding foreign currency, refranchising gains, and the gain on the sale of the corporate aircraft. For unit growth, it expects approximately 175 net new U.S. stores and approximately 800 net new international stores.
On the July 20, 2026 call, the company said the board unanimously elected Joe Jordan to be the next chief executive officer after 15 years at Domino's, where he served as chief operating officer. Joe Jordan said he would assume the chief executive officer role in October 2026 and that his focus until then would be working with Russell Weiner and the leadership team to ensure a smooth transition. The call also explicitly stated that Russell Weiner would transition to the Executive Chairman role in 2027.
Fiscal Q2 2026 revenue was approximately $1.2 billion, gross profit was $478.2 million, net income was $135.8 million, and earnings per share were $4.07. On a 2026 trailing-12-month basis, the statements show revenue of approximately $5.0 billion and net income of between $591.9 million and $596.5 million, depending on the two available snapshots. Through the end of fiscal Q2 2026, the company repurchased approximately 632 thousand shares for $231 million, with $1.23 billion remaining under the authorization.
