Great article. In my prior analysis DPZ info has been used for comparison. DPZ is at MV/EBITDA of 21 and PE of 29 and DOM less than 10 and PE of 13. DMP at the moment is valued same as DOM basically with no growth prospects. DPZ has plenty of growth prospects with international through India and China. So is it the correct valuation? UK has 2 stores per 100,000 as USA with little prospects of growth. ANZ has 3 and therefore not much room to grow. However Germany,France,Malaysia,Japan,SE Asia countries has only .75 stores per 1000,000. Obviously the prospects are much higher. Due to restructuring cost etc the bottom line has been distorted and sentiment down. However time will come DMP to be valued at least half way between DPZ and DOM with SP of $40. At least my hope with the first sign of flat revenue or + 1%, as we know bottom line will be much hire through cost savings promised through restructuring.
DMP Price at posting:
$25.55 Sentiment: Hold Disclosure: Not Held
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