DAR
NEUTRAL
$60.18
Live
Darling Ingredients Inc. · NYSE
Target $70.17
(+16.6%)
$29.15
52W Range
$64.9
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 26, 2026
Market cap
$9.55B
P/E
154.31
ROE
1.5%
Profit margin
1.0%
Debt/Equity
0.87
Dividend yield
N/A
AI Analysis
AI-powered fundamental assessment
Confidence
85%
DAR presents a stark contrast between fundamental value and market momentum, anchored by a stable Piotroski F-Score of 6/9. While the stock has seen a massive 1Y price surge of 97.6%, it trades at a severe premium to its Graham Number ($16.21) and Intrinsic Value ($2.73). The current P/E of 154.31 is unsustainable, though a Forward P/E of 14.03 suggests the market is pricing in a significant earnings recovery. Despite a 'Strong Buy' analyst consensus, bearish insider activity and razor-thin profit margins (1.02%) warrant extreme caution.
Key Strengths
Strong YoY revenue growth of 20.60%
Stable financial health indicated by Piotroski F-Score (6/9)
Attractive Forward P/E (14.03) suggesting expected earnings recovery
Strong 1-year price momentum (+97.6%)
Manageable Debt/Equity ratio of 0.87
Key Risks
Extreme current P/E ratio (154.31) indicating severe overvaluation
Very thin net profit margins (1.02%) leaving little room for error
Bearish insider sentiment with CEO and Officers selling shares
Significant divergence from Graham Number ($16.21) and Intrinsic Value ($2.73)
High earnings volatility with only 1 of the last 4 quarters beating estimates
AI Fair Value Estimate
Based on comprehensive analysis
$35.0
-41.8% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
41
Moderate
20
65
50
70
0
AI Verdict
Speculative Momentum
Key drivers: Revenue growth, Forward earnings expectations, Valuation gap, Insider selling
Confidence
90%
Value
20/100
Stock is trading at a massive premium to defensive fair value.
Positives
- Low Price/Sales (1.56)
Watchpoints
- P/E of 154.31
- Price far exceeds Graham Number ($16.21)
Future
65/100
Growth is driven by top-line expansion, but bottom-line conversion is lagging.
Positives
- 20.6% Revenue growth
- Low Forward P/E
Watchpoints
- Negative YoY earnings growth (-44.6%)
Past
50/100
Recent recovery is strong, but long-term performance is lackluster.
Positives
- Strong 1Y and 6M returns
Watchpoints
- Negative 5Y change (-18.1%)
Health
70/100
Financial structure is stable and not in immediate distress.
Positives
- Piotroski F-Score 6/9
- Current Ratio 1.50
Watchpoints
- Quick Ratio 0.71 is slightly tight
Dividend
0/100
Non-dividend paying stock.
Positives
No standout positives identified.
Watchpoints
- No dividend paid
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$60.18
Analyst Target
$70.17
Upside/Downside
+16.6%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for DAR and closest competitors.
Updated 2026-04-24
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
DAR
Darling Ingredients Inc.
Primary
|
-18.1% | +3.4% | +97.6% | +74.2% | +2.3% | +3.9% |
|
ACI
Albertsons Companies, Inc.
Peer
|
+28.0% | -11.9% | -19.4% | +1.1% | -2.4% | -6.3% |
|
EDU
New Oriental Education & Technology Group Inc.
Peer
|
-67.8% | +21.0% | +12.1% | -14.0% | -8.5% | -12.7% |
|
SFD
Smithfield Foods, Inc.
Peer
|
+55.3% | +55.3% | +48.7% | +33.6% | +24.5% | -0.8% |
|
CLX
The Clorox Company
Peer
|
-37.7% | -33.2% | -25.0% | -12.8% | -4.6% | -4.5% |
DAR
Darling Ingredients Inc.
Primary
5Y
-18.1%
3Y
+3.4%
1Y
+97.6%
6M
+74.2%
1M
+2.3%
1W
+3.9%
ACI
Albertsons Companies, Inc.
Peer
5Y
+28.0%
3Y
-11.9%
1Y
-19.4%
6M
+1.1%
1M
-2.4%
1W
-6.3%
EDU
New Oriental Education & Technology Group Inc.
Peer
5Y
-67.8%
3Y
+21.0%
1Y
+12.1%
6M
-14.0%
1M
-8.5%
1W
-12.7%
SFD
Smithfield Foods, Inc.
Peer
5Y
+55.3%
3Y
+55.3%
1Y
+48.7%
6M
+33.6%
1M
+24.5%
1W
-0.8%
CLX
The Clorox Company
Peer
5Y
-37.7%
3Y
-33.2%
1Y
-25.0%
6M
-12.8%
1M
-4.6%
1W
-4.5%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
154.31
Forward P/E
14.03
PEG Ratio
4.31
P/B Ratio
2.01
P/S Ratio
1.56
EV/Revenue
2.23
EV/EBITDA
14.96
Market Cap
$9.55B
Profitability
Profit margins and return metrics
Profit Margin
1.02%
Operating Margin
8.05%
Gross Margin
24.01%
ROE
1.52%
ROA
2.5%
Growth
Revenue and earnings growth rates
Revenue Growth
+20.6%
Earnings Growth
-44.6%
Q/Q Revenue Growth
+20.6%
Q/Q Earnings Growth
-44.1%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.87
Moderate
Current Ratio
1.5
Good
Quick Ratio
0.71
Poor
Cash/Share
$0.56
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$1.7B
Gross Margin
25.1%
Op. Margin
8.1%
Net Margin
3.3%
Total Assets
$10.3B
Liabilities
$5.5B
Equity
$4.7B
Debt/Equity
1.16x
Operating CF
$0.4B
CapEx
$-0.2B
Free Cash Flow
$0.3B
FCF Yield
64%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-30
$N/A
2026-02-11
$0.75
+113.0% surprise
2025-10-23
$0.16
-28.7% surprise
2025-07-24
$0.08
-74.2% surprise
Consumer Defensive Sector Comparison
Comparing DAR against 155 companies in the Consumer Defensive sector
(9 bullish, 56 neutral, 90 bearish)
P/E Ratio
154.31
This Stock
vs
36.74
Sector Avg
+320.0%
(Expensive)
Return on Equity (ROE)
1.52%
This Stock
vs
-13.62%
Sector Avg
-111.1%
(Below Avg)
Profit Margin
1.02%
This Stock
vs
-8.54%
Sector Avg
-112.0%
(Weaker)
Debt to Equity
0.87
This Stock
vs
1.98
Sector Avg
-56.3%
(Less Debt)
Revenue Growth
20.6%
This Stock
vs
121.62%
Sector Avg
-83.1%
(Slower)
Current Ratio
1.5
This Stock
vs
2.37
Sector Avg
-36.6%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
DAR
Darling Ingredients Inc.
|
NEUTRAL | $9.55B | 154.31 | 1.5% | 1.0% | $60.18 | |
|
ACI
Albertsons Companies, Inc.
|
NEUTRAL | $9.26B | 11.23 | 29.7% | 1.1% | $16.85 | Compare |
|
EDU
New Oriental Education &...
|
BULLISH | $8.62B | 19.15 | 10.8% | 7.8% | $51.7 | Compare |
|
SFD
Smithfield Foods, Inc.
|
BULLISH | $11.41B | 11.55 | 15.2% | 6.4% | $29.0 | Compare |
|
CLX
The Clorox Company
|
BEARISH | $11.93B | 16.15 | 987.2% | 11.2% | $98.68 | Compare |
DAR
Darling Ingredients Inc.
NEUTRAL
Mkt Cap
$9.6B
P/E
154.3
ROE
1.5%
Price
$60.18
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-09 | VAN DER VELDEN JAN | Officer | Stock Award | 14,803 | - |
| 2026-03-09 | STUEWE RANDALL C | Chief Executive Officer | Stock Award | 90,078 | - |
| 2026-03-09 | MANZI JOSEPH | Officer | Stock Award | 4,101 | - |
| 2026-03-09 | DUDLEY SANDRA | Officer | Stock Award | 11,555 | - |
| 2026-03-09 | MCNUTT PATRICK | Officer | Stock Award | 9,245 | - |
| 2026-03-09 | COLPAERT JEROEN | Officer | Stock Award | 9,252 | - |
| 2026-03-09 | LAIRMORE BRANDON | Officer | Stock Award | 1,652 | - |
| 2026-03-09 | DAY ROBERT WILLIAM | Chief Financial Officer | Stock Award | 4,654 | - |
| 2026-03-09 | FINNIMORE MARK JOSEPH | Officer | Stock Award | 2,079 | - |
| 2026-03-09 | KEMPHAUS NICK JAMES | General Counsel | Stock Award | 4,621 | - |
| 2026-03-06 | STUEWE RANDALL C | Chief Executive Officer | Gift | 23,250 | - |
| 2026-03-06 | STUEWE RANDALL C | Chief Executive Officer | Sale | 20,000 | $1,042,400 |
| 2026-03-06 | STUEWE RANDALL C | Chief Executive Officer | Option Exercise | 263,704 | $3,156,537 |
| 2026-02-25 | ASPELL ROBERT PATRICK | Director | Stock Award | 549 | - |
| 2026-02-24 | STUEWE RANDALL C | Chief Executive Officer | Option Exercise | 353,152 | $3,005,324 |
VAN DER VELDEN JAN
Officer
2026-03-09
14,803 shares
STUEWE RANDALL C
Chief Executive Officer
2026-03-09
90,078 shares
MANZI JOSEPH
Officer
2026-03-09
4,101 shares
DUDLEY SANDRA
Officer
2026-03-09
11,555 shares
MCNUTT PATRICK
Officer
2026-03-09
9,245 shares
COLPAERT JEROEN
Officer
2026-03-09
9,252 shares
LAIRMORE BRANDON
Officer
2026-03-09
1,652 shares
DAY ROBERT WILLIAM
Chief Financial Officer
2026-03-09
4,654 shares
FINNIMORE MARK JOSEPH
Officer
2026-03-09
2,079 shares
KEMPHAUS NICK JAMES
General Counsel
2026-03-09
4,621 shares
STUEWE RANDALL C
Chief Executive Officer
2026-03-06
23,250 shares
STUEWE RANDALL C
Chief Executive Officer
2026-03-06
20,000 shares
·
$1,042,400
STUEWE RANDALL C
Chief Executive Officer
2026-03-06
263,704 shares
·
$3,156,537
ASPELL ROBERT PATRICK
Director
2026-02-25
549 shares
STUEWE RANDALL C
Chief Executive Officer
2026-02-24
353,152 shares
·
$3,005,324
Insider transactions can signal confidence or concerns about company prospects
Past News Coverage
Recent headlines mentioning DAR from our newsroom.
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