(DAR) Darling Ingredients - Overview
Sector: Consumer Defensive | Industry: Packaged Foods | Exchange: NYSE (USA) | Market Cap: 9.313m USD | Total Return: 83.5% in 12m
Avg Turnover: 144M
EPS Trend: -90.2%
Qual. Beats: 1
Rev. Trend: -68.6%
Qual. Beats: 0
Warnings
Below Avwap Earnings
Tailwinds
Rs Leader, Idiosyncratic Leader, Confidence
Darling Ingredients Inc. (DAR) is a global developer and producer of sustainable natural ingredients derived from edible and inedible bio-nutrients. Headquartered in Irving, Texas, the company operates across North America, Europe, China, and South America, converting animal by-products, used cooking oil, and organic waste into specialty products for the food, feed, and fuel industries. Its operations are organized into three primary segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients.
The business model centers on a circular economy approach, transforming waste streams from the food industry into high-value proteins, fats, and collagen. As a key player in the rendering industry, Darling Ingredients provides critical waste management services to slaughterhouses and food service establishments while simultaneously serving as a major supplier of feedstock for the renewable diesel market. The company markets its products under several global brands, including Rousselot, Gelnex, and Sonac.
The agricultural products and services sector is currently influenced by rising global demand for renewable energy and sustainable protein sources. For a deeper look into the companys valuation metrics and historical performance, consider checking ValueRay. This vertical integration allows the company to capture value at multiple stages of the supply chain, from raw material collection to the production of specialized bio-nutrients and biofuels.
- Diamond Green Diesel margins fluctuate based on government low carbon fuel standard credits
- Global waste feedstock supply costs impact profitability of renewable diesel production segments
- Volatility in animal fat and protein prices affects core rendering revenue streams
- Expansion of collagen and gelatin product lines drives higher margin food ingredient growth
- Regulatory shifts in renewable fuel mandates influence long-term demand for bio-nutrient feedstocks
| 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 (978.8m): 4.53 < 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 0.20%; Δ 1.65k% > 0.5%) |
| Asset Turnover: 79.92% > 50% (prev 110.0%; Δ -30.12% > 0%) |
| Interest Coverage Ratio: 2.11 > 6 (EBITDA TTM 978.8m / 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 463.2m / Avg Total Assets 7.90b) |
| D: 0.68 (Book Value of Equity 3.89b / Total Liabilities 5.70b) |
| Altman-Z'' = 2.77 = A |
| DSRI: 0.93 (Receivables 644.3m/622.2m, Revenue 6.31b/5.67b) |
| GMI: 1.22 (GM 16.75% / 20.40%) |
| 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 = -1.98 (Cap -4..+1) = B |
As of May 27, 2026, the stock is trading at USD 59.35 with a total of 1,906,500 shares traded.
Over the past week, the price has changed by -4.47%,
over one month by -1.66%,
over three months by +12.09% and
over the past year by +83.46%.
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 | 76.4 | 28.8% |
P/E Trailing = 42.4638
P/E Forward = 17.1233
P/S = 1.4768
P/B = 1.9099
P/EG = 4.3073
Revenue TTM = 6.31b USD
EBIT TTM = 463.2m USD
EBITDA TTM = 978.8m 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 (9.31b + Debt 4.57b - CCE 138.2m)
Interest Coverage Ratio = 2.11 (Ebit TTM 463.2m / Interest Expense TTM 219.4m)
EV/FCF = 24.92x (Enterprise Value 13.7b / FCF TTM 551.4m)
FCF Yield = 4.01% (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 = 21.99% (38.6m / 175.7m)
NOPAT = 361.4m (EBIT 463.2m * (1 - 21.99%))
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 = 4.53 (Net Debt 4.43b / EBITDA 978.8m)
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 = 5.28% (EBIT 463.2m / Capital Employed (Equity 4.73b + L.T.Debt 4.05b))
RoIC = 3.71% (NOPAT 361.4m / Invested Capital 9.74b)
WACC = 7.66% (E(9.31b)/V(13.9b) * Re(9.58%) + D(4.57b)/V(13.9b) * Rd(4.80%) * (1-Tc(0.22)))
Discount Rate = 9.58% (= 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≈656.7m
[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 5.51% → 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=+35.44% | Revisions=+50% | Analysts=9
EPS next Quarter (2026-09-30): EPS=1.27 | Chg30d=+23.11% | Revisions=+45% | Analysts=9
EPS current Year (2026-12-31): EPS=4.72 | Chg30d=+30.17% | Revisions=+67% | GrowthEPS=+389.0% | GrowthRev=+9.5%
EPS next Year (2027-12-31): EPS=4.97 | Chg30d=+18.51% | Revisions=+45% | GrowthEPS=+5.1% | GrowthRev=+3.0%
[Analyst] Revisions Ratio: +67%