Darling Ingredients (DAR)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-29
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-29
Research Workspace
Put DAR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Staples is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens strong on capital allocation, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 19% in its worst 12-month stretch.
View RiskDAR’s case rests on earnings growth and cash generation, with cash backing reported profits. Revenue grew year over year in Q2, but Q3 GAAP earnings missed consensus. DAR trades at 13× P/E versus a 16× peer median, and expectations look modest versus our view. A Q3 miss and a 35% next-quarter miss probability put execution at risk. A Mania market cycle adds concern about the sharp recent price drop. Peer multiples imply a price about 37% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-29. DAR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering DAR (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for DAR in the last 4 months.
Continue this research
Compare DAR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DAR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Agricultural Products & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put DAR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow earnings and cash generation
Reaffirmed EBITDA outlook supports earnings growth; year-end net-debt target also advances deleveraging.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $55.15
The last 12 months of price, then the range of analyst 12-month targets from today’s $55.15.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Drive earnings growth and cash generation
Higher price target reflects strong earnings growth potential.

Advances: Drive earnings growth and cash generation
Renewable fuel tailwinds support earnings growth and cash generation.

Advances: Drive earnings growth and cash generation
Buyback plan supports earnings growth and cash generation.

Advances: Increase operating income
Margin expansion supports income growth objective.
Advances: Increase operating income
Focus on margins aligns with income growth.
Advances: Increase operating income
Improving margins directly support income growth.
Advances: Increase operating income
Continued momentum supports income growth.