DAR Stock Analysis: Darling Ingredients | NYSE
Packaged Foods | NYSE, USA | Market Cap: 9.254m USD | 12M Return: 65.5% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 139M
EPS Trend: -90.2%
Qual. Beats: 1
Rev. Trend: -68.6%
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Darling Ingredients Inc. is a global producer of sustainable natural ingredients derived from edible and inedible bio-nutrients, operating across North America, Europe, China, and South America. The company runs three core segments: Feed Ingredients (processing animal by-products, bakery residuals, used cooking oil, and insect protein into oils, meals, and pet food inputs), Food Ingredients (converting bones, hides, skins, intestines, and mucosa into collagen, casings, and heparin), and Fuel Ingredients (converting organic waste, fallen stock, and manure into biogas and bio-phosphate). Founded in 1882 and headquartered in Irving, Texas, the company sells under brands such as Rousselot, Sonac, Rendac, Gelnex, and Ecoson, and was renamed from Darling International Inc. in May 2014.
The company operates within the rendering and animal by-products industry, a sector that plays a key role in the agricultural circular economy by recycling waste streams from livestock, food service, and food production into value-added ingredients for feed, food, and energy markets. Its diversified three-segment model across feed, food, and fuel applications provides multiple revenue pathways tied to global protein consumption, pet food demand, and renewable energy trends.
- Diamond Green Diesel margins tied to RIN credits and biomass diesel tax credits
- Avian flu outbreaks disrupt poultry feed demand and rendering volumes
- European energy costs pressure Sonac segment rendering profitability
| Net Income: 223.3m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.05 > 0.02 and ΔFCF/TA -4.96 > 1.0 |
| NWC/Revenue: 9.61% < 20% (prev -3.24%; Δ 12.85% < -1%) |
| CFO/TA 0.09 > 3% & CFO 963.7m > Net Income 223.3m |
| Net Debt (4.43b) to EBITDA (996.6m): 4.44 < 3 |
| Current Ratio: 1.58 > 1.5 & < 3 |
| Outstanding Shares: last quarter (161.0m) vs 12m ago 1.48% < -2% |
| Gross Margin: 16.75% > 18% (prev 20.40%; Δ -3.65% > 0.5%) |
| Asset Turnover: 79.92% > 50% (prev 110.0%; Δ -30.12% > 0%) |
| Interest Coverage Ratio: 2.19 > 6 (EBIT TTM 481.1m / Interest Expense TTM 219.4m) |
| A: 0.06 (Total Current Assets 1.65b - Total Current Liabilities 1.04b) / Total Assets 10.6b |
| B: 0.40 (Retained Earnings 4.21b / Total Assets 10.6b) |
| C: 0.06 (EBIT TTM 481.1m / Avg Total Assets 7.90b) |
| D: 0.86 (Book Value of Equity 4.88b / Total Liabilities 5.70b) |
| Altman-Z'' = 2.97 = A |
| DSRI: 0.93 (Receivables 644.3m/622.2m, Revenue 6.31b/5.67b) |
| GMI: 1.22 (GM 20.40% / 16.75%) |
| AQI: 2.51 (AQ_t 0.56 / AQ_t-1 0.22) |
| SGI: 1.11 (Revenue 6.31b / 5.67b) |
| TATA: -0.07 (NI 223.3m - CFO 963.7m) / TA 10.6b) |
| Beneish M = -1.91 (Cap -4..+1) = B |
As of July 13, 2026, the stock is trading at USD 60.83 with a total of 1,485,230 shares traded. Over the past week, the price has changed by +7.61%, over one month by +6.74%, over three months by -0.94% and over the past year by +65.48%.
Current recommended Stop Loss: 56.30 (which is 7.4% or 2.3 ATR below the current price).
Darling Ingredients has received a consensus analysts rating of 4.54. Therefore, it is recommended to buy DAR.
- StrongBuy: 8
- Buy: 4
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 75.3 | 23.7% |
P/E Trailing = 41.8921
P/E Forward = 13.245
P/S = 1.4675
P/B = 1.8425
P/EG = 4.3073
Revenue TTM = 6.31b USD
EBIT TTM = 481.1m USD
EBITDA TTM = 996.6m USD
Long Term Debt = 4.05b USD (from longTermDebt, last quarter)
Short Term Debt = 137.9m USD (from shortTermDebt, last quarter)
Debt = 4.57b USD (from shortLongTermDebtTotal, last quarter) + Leases 221.2m
Net Debt = 4.43b USD (calculated: Debt 4.57b - CCE 138.2m)
Enterprise Value = 13.7b USD (9.25b + Debt 4.57b - CCE 138.2m)
Interest Coverage Ratio = 2.19 (Ebit TTM 481.1m / Interest Expense TTM 219.4m)
EV/FCF = 24.82x (Enterprise Value 13.7b / FCF TTM 551.4m)
FCF Yield = 4.03% (FCF TTM 551.4m / Enterprise Value 13.7b)
FCF Margin = 8.74% (FCF TTM 551.4m / Revenue TTM 6.31b)
Net Margin = 3.54% (Net Income TTM 223.3m / Revenue TTM 6.31b)
Gross Margin = 16.75% ((Revenue TTM 6.31b - Cost of Revenue TTM 5.25b) / Revenue TTM)
Gross Margin QoQ = 17.67% (prev 17.36%)
Tobins Q-Ratio = 1.29 (Enterprise Value 13.7b / Total Assets 10.6b)
Interest Expense / Debt = 4.80% (Interest Expense 219.4m / Debt 4.57b)
Taxrate = 11.63% (30.4m / 261.7m)
NOPAT = 425.1m (EBIT 481.1m * (1 - 11.63%))
Current Ratio = 1.58 (Total Current Assets 1.65b / Total Current Liabilities 1.04b)
Debt / Equity = 0.94 (Debt 4.57b / totalStockholderEquity, last quarter 4.88b)
Debt / EBITDA = 4.44 (Net Debt 4.43b / EBITDA 996.6m)
Debt / FCF = 8.03 (Net Debt 4.43b / FCF TTM 551.4m)
Total Stockholder Equity = 4.73b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.83% (Net Income 223.3m / Total Assets 10.6b)
RoE = 4.72% (Net Income TTM 223.3m / Total Stockholder Equity 4.73b)
RoCE = 5.48% (EBIT 481.1m / Capital Employed (Equity 4.73b + L.T.Debt 4.05b))
RoIC = 4.43% (NOPAT 425.1m / Invested Capital 9.60b)
WACC = 7.92% (E(9.25b)/V(13.8b) * Re(9.74%) + D(4.57b)/V(13.8b) * Rd(4.80%) * (1-Tc(0.12)))
Discount Rate = 9.74% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -46.67 | Cagr: -0.25%
[DCF] Terminal Value 76.14% ; FCFF base≈539.9m ; Y1≈566.9m ; Y5≈656.6m
[DCF] Fair Price = 35.80 (EV 10.1b - Net Debt 4.43b = Equity 5.69b / Shares 158.9m; r=8.35% [WACC [floored]]; 5y FCF grow 5.50% → 2.50% )
EPS Correlation: -90.20 | EPS CAGR: -54.20% | SUE: 1.41 | # QB: 1
Revenue Correlation: -68.57 | Revenue CAGR: -5.78% | SUE: -0.04 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.33 | Chg30d=-0.41% | Revisions=-25% | Analysts=8
EPS next Quarter (2026-09-30): EPS=1.22 | Chg30d=-4.59% | Revisions=-25% | Analysts=8
EPS current Year (2026-12-31): EPS=4.63 | Chg30d=-2.01% | Revisions=-25% | GrowthEPS=+379.2% | GrowthRev=+9.9%
EPS next Year (2027-12-31): EPS=5.09 | Chg30d=+2.47% | Revisions=+25% | GrowthEPS=+9.9% | GrowthRev=+2.5%
[Analyst] Revisions Ratio: -29% (up=1, down=3)