Domino's Pizza, Inc. (NYSE:DPZ)

shaikhattack (57.76) Submitted: 10/27/2007 2:40:57 PM : Start Price: $14.02 DPZ Score: -129.88

Can someone help me understand why DPZ has stockholders' deficit in the 2006 Balance Sheet - How does a company end up with a negative 564M Owner's Equity?

http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?Symbol=dpz&lstStatement=Balance&stmtView=Ann

darkflame (97.05) Submitted: 10/5/2007 6:31:02 AM : Start Price: $15.83 DPZ Score: +105.34

Why do I pick an outperform call on this one? Well, I have never ordered pizza at domino's because we don't have that stuff in Germany, just a lot of Pizza hut. Pizza Hut is a good company too but it isnt what I am looking for, a pure Pizza play, I know it sounds cheesy, but keep reading.

So, P/E is considerably lower than the market average and ROIC (Return on Invested Capital) is above 100%. Dividend isnt bad either, close to 3% and meanwhile the stock has been in the dumps just because... well, I dont care about it, I'm a statistics guy and a contrarian. If I find a cheap looking stock with a high margin of safety, with a lot of bad news around and covered with pessimism, I'm in.

Management compensation is quite high for a company with 1B market cap,but ok, it's ourageous either.

Also, looks like the market in USA has nowhere to grow and the property where Domino's Pizza have their restaurants is probably devalued and so on and bla bla. Ok, cool,but... let's talk about growth!

Before we talk about growth, I warn you that this company is a cash cow, so you dont need any growth to make your money work for you, but just imagine there is the possibiliy for growth somewhere like, in India! (read the Fortune magazine, October 2007).

According to Fortune, indians are loving pizza, both Pizza Hut and Domino's, the thing is that Pizza Hut is part of a conglomerate and so for the moment I will ignore it and just look for the beneficts of owning pizza :) Pizza hut has 139 locations in India (13.000 worldwide) and Domino's 149 (8500 worldwide), and MacDonnalds 105. Both Pizza houses are growing very quickly over there but we must remember that all things being equal, the smalles company provides the highest rewards. MacDonnalds won't ever be popular I presume, it's just not the sort of stuff people eat in India, but Pizza is good. If if know some indians, just ask and they will confirm that to you. Annual growth rate in India was disclosed to be 55% for Domino's and 30% for Pizza Hut, sounds a bit too generous, but ok.

So, by 2010 Domino's wants to have 500 stores, which is quite a big percentage out of the 8500, I see a nice yummy growth there...maybe.

Anyway, I just wanted to say that if you put your money here and the company doesnt grow and just improves operations or so, you will do great. If the company grows, you will do awesome! It's just another tipical case where risks and rewards are unbalanced.

OUTPERFORM!!!

Brink81 (46.87) Submitted: 9/12/2007 6:31:33 PM : Start Price: $15.60 DPZ Score: +103.89

555 has become satiturated. Still they have the delivery time and steady consistancy. DPZ will be a safe bet for 2008

alexe1989 (< 20) Submitted: 9/1/2007 4:33:54 PM : Start Price: $16.41 DPZ Score: +93.39

dairy prices are now factored in, and they took an unfair hard hit, their same-store sales are up, and presence in the foreign market is ever increasing, it'll be a good stock to own.

Tophinater (< 20) Submitted: 7/24/2007 9:07:48 PM : Start Price: $19.66 DPZ Score: -65.22

Not only does Domino's pizza taste like a gym sock, but rising dairy prices is going to take a chunk out of their revenue. I cant see this one recovering.

kcleee5 (41.24) Submitted: 7/5/2007 12:12:42 AM : Start Price: $17.10 DPZ Score: +88.94

Every time my jarhead buddies hit this place I swear the stock must go up a penny or two off of them.

stringslip (25.37) Submitted: 6/2/2007 7:57:26 PM : Start Price: $18.39 DPZ Score: +76.62

IT'S DOWN SO FAR

SnoopDupee (< 20) Submitted: 3/6/2007 2:45:28 AM : Start Price: $16.60 DPZ Score: -84.62

WAY too much debt. Running out of expansion room in the U.S

dasommerparis (< 20) Submitted: 2/28/2007 3:17:28 PM : Start Price: $16.76 DPZ Score: -84.71

poor internationnal development, almost chapter 11 in France, Belgium an Holland

southpawsaber15 (< 20) Submitted: 2/20/2007 6:07:57 PM : Start Price: $17.32 DPZ Score: +81.59

solid company with good media

Brines (90.50) Submitted: 12/24/2006 11:50:45 AM : Start Price: $15.03 DPZ Score: -105.46

Magic Formula pick, but I gotta go against the grain here. Pizza's terrible for you, and its demand is dying down due to more and more health-concious people. The stock's near its 52-week high, so I don't see it going much beyond that.

NetscribeRstrnts (88.97) Submitted: 12/22/2006 8:24:16 AM : Start Price: $14.95 DPZ Score: +107.15

Dominos Pizza stands true to its mission of ‘Exceptional People on a mission to be the best pizza delivery company in the world’. Domino’s Pizza is the world’s largest pizza delivery company that operates in three business segments: domestic stores, domestic distribution and international. The company operates through the Domino’s Pizza brand name. It operates through a network of 8,079 company-owned and franchise stores, located in all 50 states of US and in more than 50 countries.

The company has focused on pizza delivery for 45 years. This approach provides a significant competitive advantage relative to many of their competitors, who focus on multiple components of the pizza category, particularly dine-in. The international business unit of the company, recently, reported its 51st consecutive quarter of positive same-store sales growth. Although the company was weak on its domestic sales cycle, it produced strong earnings and cash flow. The company is striving to achieve consistent sales growth through well-tested promotions as the Brownie Bites promotion, which drove high-ticket interest to the brand. The company is also making continuous efforts to expand its presence throughout the globe through new unit growth.

US pizza delivery and carryout are the largest components of the US Quick Service Restaurant pizza category, and collectively grew 2.3% during 2005. Pizza delivery, through which a majority of Domino’s retail sales are generated, had sales of $11.8 billion in 2005. As the leader in U.S. pizza delivery, we believe that the company’s convenient store locations, simple operating model, widely-recognized brand and efficient distribution system have competitive advantages that positions the company to capitalise on future growth.