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Darling Ingredients (DAR)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-06-16
Intact
$55.18-1.67%
Close 2026-06-16 · 1-day change
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
The bottom line
Recent financial performance is strong. Earnings quality is robust, and management's track record has been steady. Risk is moderate, and the sector backdrop is a headwind. Compared with sector peers, DAR is typical. Peer multiples imply a price about 82% below where it trades (it looks expensive on this basis); the read is expensive, growth-justified. This assessment is provisional.
as of 2026-06-16
Quick facts
- Exchange
- NYSE
- Sector
- Consumer Staples
- Industry
- Packaged Foods
- Market cap
- $8.92B
- Employees
- —
- IPO date
- 1996-08-13
- Next earnings
- 2026-07-23
Price
Daily closes. Earnings/event dots are placed inline.
Adjusted daily closes (split & dividend). Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event
What's priced in
(what the market already expects)What it's worth (estimated)
A consensus fair price across 6 valuation methods, at three horizons. Current price $55.18. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
12-month· primaryexpensive
$30.73consensus
Range $25.25 – $39.38
vs price: +80% above
Method agreement — · 6 methods
No-growth: today's peer multiple on trailing earnings. The headline read.
3-yearfair
$58.29consensus
Range $50.86 – $65.72
vs price: -5% below
Method agreement — · 2 methods
Embeds projected growth. Leans optimistic by design. Upside context.
5-yearfair
How much to trust our fair value
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
Re-ratinglow confidence
At $56 DAR trades at 40× p/e — 2.3× the 17× p/e peer median, and above its own 20× history. The market is re-rating it beyond its own range; our $32 fair value is low-confidence here. Analysts: $61–$75. Not investment advice.
Multiple (P/E)
39.5x
peer 17.0x · own history 19.5x
Premium
2.3x peer
2.0x its own history
Growth the price needs
75%
our forecast 8%
Our fair value
$32.02
range $25.14 – $40.60
Analyst range(a guide on our number, not a target)Our number is below the analyst range
How this stock is priced
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Long-term · 1–3 yr
expensiveexpensive — growth-justified12-month view
What's priced inUnjustified
The market is pricing in roughly 75% near-term growth, well above our forecast of about 8%. This describes what's priced in, not a forecast of the move.
Low fragilityrisk posture, not a price call
Only expensive valuation — not the full expensive x weak x turbulent stack.
Historical context
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
How strong is the business
(quality & execution)Factor signals
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Recent financial performance
strongOperating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated strong grew net income 66% of the time over the next year (vs 53% for the rest of the cohort, n=1144).
100th pctl · Consumer Staples
Earnings quality
robustOver the trailing year it converted 4.32x of net income into operating cash flow. Historically, Consumer Staples names rated robust grew net income 64% of the time over the next year (vs 51% for the rest of the cohort, n=1037).
90th pctl · Consumer Staples
Macro sensitivity
Most sensitive to the broad stock market.
- the broad stock market: This stock moves with the broad market (high beta).
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates.
Management & capital allocation
Earnings setup & market context
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
Earnings setup · pre-print positioning
forward-looking
Strongly bullishEPS revised +35.4% / 30d, n=9for period ending 2026-06-30
Why this setup
Consensus revisions
EPS estimate $0.98 → $1.33 (+35.4% / 30d). 7 raised, 1 cut, 9 covering analysts.
Rating actions
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
Market and fundamentals agree. Analysts are positioned bullishly on a fundamentally strong name.
Sector context
Intermediate · WeeklySector phase: consumer staples is in maturing, with decelerating (~3.0 years in phase).
Management scorecard
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Long-term · 1–3 yr
Overall: neutral
- Capital allocation
- neutral
- Earnings discipline
- weak
- Margin discipline
- neutral
- Balance sheet
- strong
- Post-call reaction
- strong
A guidance track record builds as the company issues and delivers on guidance.
How bumpy is the path
(risk while you hold it)Risk: how this stock moves
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
Intermediate · WeeklyLong-term · 1–3 yr
On a typical day, $10k can swing ±$130.
How much price usually moves either way.
On a bad day, this stock has moved -$344.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,461.
Deepest peak-to-trough drop in the last year.
moderateas of 2026-06-16
Past results, not a forecast. Not investment advice.
What would change the read
(catalysts & re-read triggers)What changed
The most important moves since the prior daily snapshot.
Short-term · Daily
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
What to watch next
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Intermediate · Weekly
- Either wayHigh confidenceWeeksactive 4d
Watch for Q2 earnings results on July 23
Why it matters: Earnings results will show the company's financial health and how it performs.
What confirms / what disproves
Confirms one read:Q2 earnings show net income significantly higher than Q1's $134.3 million.
Confirms the other:Q2 earnings report shows net income lower than Q1's $134.3 million.
Sector context
News catalysts
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for DAR yet.
This sector is also watching
- Watch for changes in consumer spending trends post-FOMC meeting
- Watch for Consumer Staples revenue growth to speed up above 5%.
What could change this view
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Intermediate · Weekly
Upside triggers
- If sector bellwethers like KHC, GIS, and HRL keep beating earnings and guiding higher, the Consumer Staples sector momentum should keep lifting DAR and other Consumer Staples names. Worth watching these names for early signals.
- If DAR raises forward guidance on the next earnings call (currently NEW as of 2026-04-30), that's a momentum boost. Street estimates typically follow guidance up and the stock tends to re-rate higher.
- If DAR beats again next quarter like it did this past one (a big beat of +48% on the 2026-03-31 print), the momentum tends to extend, with Street estimates ratcheting up and the stock typically following.
Downside triggers
- If DAR cuts guidance on the next call (currently NEW as of 2026-04-30), that's a meaningful negative. The Street tends to walk down estimates and the stock usually takes a leg lower.
- If sector bellwethers like KHC, GIS, and HRL start missing or guiding lower, the Consumer Staples tailwind helping DAR and other Consumer Staples names could fade. Watch these names for early warning.
Recent events
(material 8-K / filing activity)Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-301mo agoItem 2.02
. 99.2 Slide Presentation for April 30 , 202 6 Earnings Call (furnished pursuant to Item 7 .0 1 ). 104 Cover Page Interactive Data File (embedded within Inline XBRL document) 2 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. DARLING INGREDIENTS INC. Date: April 30, 2026 By: /s/ Nick Kemphaus Nick Kemphaus Executive Vice President, General Counsel 3
Earnings preannouncementpositive
Score history
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
+1.5 vs last weeklatest as of 2026-06-17
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.