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DPZ · NASDAQ · STOCK

Domino's

Consumer Cyclical Updated August 09, 2026
$348.12
52W $282.00 – $469.00
56/100
$11.61B
19.8
0.95
AI Committee Verdict
Watch
56/100
Conviction: Contested · 50% agreement · 6 analysts
+0.3%
-6.0%
0.05:1
Contested

Is DPZ Bullish or Bearish?

Mixed. Innellis AI committee rates Domino's (DPZ) Watch with a composite score of 56/100 , based on 6 analysts with 50% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +4.25 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -15.75 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — bollinger bandwidth of 23.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 31.9% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • 3 consecutive earnings misses -- execution concerns — Growth
  • Bollinger bandwidth of 23.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
56/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 66%
of 124 Consumer Cyclical peers
Value Analyst bullish
68 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 31.9% shows genuine earnings power backing the valuation
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− 3 consecutive earnings misses -- execution concerns
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 23.2% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
55 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 55.1 to 55.8.

Analyst-level changes:
  • Growth Analyst: score 52->48 (-4).
  • News Analyst: score 60->55 (-4).
  • Value Analyst joined: bullish at 68.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
53.2
Neutral
MACD Histogram
1.496
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$330.15
Resistance
$352.15
Bollinger %B
0.66
Inside Bands
Price vs Moving Averages
EMA 9
$353.91 Below
EMA 21
$341.20 Above
EMA 50
$331.04 Above
EMA 200
$364.22 Below

Fundamental Analysis

Valuation
60
Growth
46
Profitability
52
Financial Health
81
Cash Flow
70
Valuation
P/E Ratio 19.8×
P/B Ratio -2.94×
PEG Ratio 9.29
Dividend Yield 2.13%
52W High $469.00
52W Low $282.00
Quality & Growth
ROE -1542.4%
ROA 3340.2%
Gross Margin 4002.1%
Operating Margin 1953.6%
Revenue Growth YoY
Debt / Equity -1.29
AI Fundamental Assessment
P/E ratio of 19.8 (inexpensive relative to a 15-40x range); Price-to-book of -2.9x; PEG ratio of 9.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -15.4%; Return on assets of 33.4%; Net margin of 11.9%; Gross margin of 40.0%; Current ratio of 1.54 (healthy short-term liquidity); Debt-to-equity of -1.29; Free cash flow per share is positive (19.61); Most recent quarter missed estimates by 3.4%; 3 consecutive earnings misses; EPS growth accelerating (-26.0% -> +2.8% QoQ); Average YoY EPS growth of 6.8%; Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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