Darling Ingredients Inc logo

Darling Ingredients Inc(DAR)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$54.02
11/02/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • SELL Advisory (Profit)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for DAR

11/02/2026: DAR (2-star) is currently NOT-A-BUY. Pass it for now.

Darling Ingredients is a leading global producer of sustainable ingredients and renewable fuels, specializing in transforming bio-nutrients into valuable products. Its business strengths lie in a secure, extensive raw material collection network and a strategic joint venture in the high-growth renewable diesel market. The primary investment story centers on the global shift toward decarbonization and demand for traceable, sustainable ingredients. Key risks include significant exposure to commodity price cycles, policy shifts in environmental subsidies, and the capital-intensive nature of its infrastructure. The stock may suit growth-oriented investors looking for exposure to the circular economy, though they should monitor renewable energy mandates and margin stability closely.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorStrong fitThe company operates at the intersection of renewable energy and sustainability, providing significant long-term growth potential.
Momentum investorMixed fitMomentum is highly conditional on favorable policy environments and renewable fuel credit pricing.
Value investorMixed fitValuation is often tied to cyclical commodity spreads, making it difficult to assess on traditional earnings multiples alone.
Dividend investorWeak fitDarling historically prioritizes reinvestment and debt repayment over dividend distributions.
Low-risk investorWeak fitPrice volatility driven by commodity markets and policy changes makes this a higher-risk equity.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighRevenues are sensitive to commodity price fluctuations which can cause significant stock price swings.
Valuation riskMedium / highThe stock price often fluctuates based on speculative market sentiment regarding future renewable energy policy.
Competition risk (renewable energy)Medium / highIncreasing capacity from other renewable fuel producers can pressure margins.
Business qualityMediumThe company has a solid, essential business model, but is prone to cyclicality.
Dividend incomeLow / noneInvestors should not rely on the stock for consistent dividend income.
Execution riskMediumSuccessful integration of large-scale acquisitions and joint venture operations is critical for growth.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit -27.99%
Avg. Invested days 30
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/02/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
DAR receives a 3-star rating, supported by solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
DAR has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, solid cash generation (FCF margin 11.1%) is partially offset by negative earnings growth (-77.5%), moderate revenue growth (+7.4%), soft profitability (net margin 1.0%).

Financial Health Rating

★★★★★
DAR's financial health is supported by solid cash strength, including free-cash-flow generation (11.1% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is DAR's strongest growth driver at +34.0% FY2025 versus FY2024 (solid, 4 stars). By comparison, while earnings growth (-77.5%, negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 108.7% and approximately 98.6% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 1.19% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 9.88%
Vanguard Portfolio Management, LLC 5.29%
Dimensional Fund Advisors, Inc. 5.21%
Vanguard Capital Management, LLC 4.56%
State Street Corp 3.61%

Unit Economics (Per $1K Revenue)

★★★★★
DAR generates approximately $158 of gross profit, $64 of operating income, and $111 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Soft margins explain the 2-star rating, with solid cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: -15.34% (Tax Credit)

Quantitative Style Profile

★★★★★
DAR has a liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedSmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 8.79B USD
Price to earnings Ratio 10.6
1Y Target Price 81.83
Price to earnings Ratio 10.6
1Y Target Price 81.83
Volume (30-day avg) 2.3M shares
Beta 1.05
52 Weeks Range 31.62 - 69.98
Updated Date 11/01/2026
52 Weeks Range 31.62 - 69.98
Updated Date 11/01/2026
Dividends yield (FY) -
Basic EPS (TTM) 5.26

How Company Makes Money

Business areaWhat it includesRetail investor read
Feed IngredientsProcessing animal byproducts into proteins and fats.The company earns revenue by converting waste into essential components for animal feed and pet food.
Food IngredientsGelatin and collagen production.Revenue is generated from selling specialized ingredients to food, pharma, and technical manufacturers.
Fuel IngredientsRenewable diesel and bioenergy.This segment is a major profit driver based on the sale of low-carbon fuels and associated environmental credits.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-10-28
When After Market
Estimate 1.64
Actual 1.67

Profitability

Profit Margin 12.48%
Operating Margin (TTM) 9.77%

Management Effectiveness

Return on Assets (TTM) 3.54%
Return on Equity (TTM) 12.13%

Valuation

Trailing PE 10.6
Forward PE 10.55
Enterprise Value 12.80B
Price to Sales(TTM) 1.3
Enterprise Value 12.80B
Price to Sales(TTM) 1.3
Enterprise Value to Revenue 1.89
Enterprise Value to EBITDA 7.03
Shares Outstanding 157.80M
Shares Floating 155.64M
Shares Outstanding 157.80M
Shares Floating 155.64M
Percent Insiders 1.19
Percent Institutions 108.71

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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