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Earnings transcript
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DAR
Darling Ingredients Inc.
$58.37
0.01
(0.01%)
| Exchange: | NYSE |
| Market Cap: | 9.276B |
| Shares Outstanding: | 15.102M |
Delayed data
About The Company
| Sector: | Consumer Defensive | |||||
| Industry: | Packaged Foods | |||||
| CEO: | Randall C. Stuewe Randy | |||||
| Full Time Employees: | 15500 | |||||
| Address: |
| |||||
| Website: | https://www.darlingii.com |
Darling Ingredients Inc. specializes in the development and production of natural ingredients sourced from various organic bio-nutrients, encompassing both edible and inedible materials. The company’s operations are structured into three primary segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients. Darling provides tailored specialty solutions and raw materials to a broad spectrum of industries, including pharmaceuticals, human food, pet food, animal feed, industrial manufacturing, fuel production, bioenergy, and fertilizer. A key aspect of its business involves collecting and transforming diverse animal by-product streams into high-value specialty ingredients such as collagen, edible and feed-grade fats, animal proteins and meals, plasma, pet food components, organic fertilizers, yellow grease, fuel feedstock, green energy, natural casings, and hides. Additionally, the company efficiently recovers and converts used cooking oil, animal fats, and leftover bakery products into valuable feed and fuel components. Beyond ingredient manufacturing, Darling offers vital environmental services, including grease trap collection and disposal for the food service sector. The company operates globally across North America, Europe, China, South America, Australia, and other international markets, utilizing a comprehensive portfolio of brands such as Sonac, Dar Pro, Rothsay, Rousselot, Nature Safe, CleanStar, Peptan, Cookie Meal, Bakery Feeds, Ecoson, and Rendac. Founded in 1882, the company was initially known as Darling International Inc. before officially changing its name to Darling Ingredients Inc. in May 2014. Its headquarters are located in Irving, Texas.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 6,788,080 | 5,715,175 | 6,140,125 |
| Gross Profit | 1,645,020 | 1,277,838 | 969,457 |
| EBITDA | 1,481,195 | 1,005,191 | 904,307 |
| Operating Income | 949,726 | 468,217 | 395,803 |
| Net Income | 647,726 | 278,880 | 62,804 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 11,061,084 | 10,070,473 | 2,884,810 |
| Total Liabilities | 6,367,393 | 5,606,181 | -4,769,130 |
| Total Stockholders Equity | 4,605,431 | 4,377,810 | 4,769,130 |
| Total Debt | 4,637,301 | 4,257,086 | 0 |
| Cash and Cash Equivalents | 126,502 | 75,973 | 88,671 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 899,263 | 839,289 | 0 |
| Capital Expenditure | -557,004 | -332,481 | 0 |
| Free Cash Flow | 342,259 | 506,808 | 0 |
| Net Income | 660,389 | 285,845 | 62,804 |
| Net Change in Cash | 114,282 | -47,143 | -217,307 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 8,825,094.969 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 9,410,298.547 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 9,160,252.927 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,784,245.888 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,902,561.564 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,852,007.675 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 785,576.496 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 854,077.247 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 824,808.555 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 723,507.846 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 771,484.596 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 750,985.104 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 5.150 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 5.330 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.910 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 3 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: Darling Ingredients reported strong adjusted EBITDA in Q3 2025, reflecting operational efficiency and a solid integrated business model as highlighted in the earnings call transcript. Key metrics such as revenue and net income from recent income statements indicate consistent growth, supported by effective cost management.
- Positive Free Cash Flow: The cash flow statements show healthy free cash flow generation, with significant net cash provided by operating activities. This provides financial flexibility for reinvestment and debt management, positioning DAR favorably against industry peers.
- Sector and Industry Positioning: Operating in the [industryName] within the [sectorName], DAR benefits from favorable sector performance trends as evidenced by industry performance metrics (e.g., industry_perf1y, sector_perf1y), enhancing its market stability and investor appeal.
- Valuation Metrics: The forward P/E ratio (forward_pe_avg) suggests a reasonable valuation compared to industry averages (industry_avg_priceToEarningsRatioTTM), indicating potential undervaluation and attractiveness to value investors.
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates DAR intrinsic value between $23.79 – $46.20 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about DAR valuation
Is Darling Ingredients Inc. (DAR) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Darling Ingredients Inc. (DAR) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is DAR a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether DAR trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is DAR’s P/E ratio?
You can see DAR’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for DAR?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is DAR a good long-term investment?
Whether DAR fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
DAR
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Daily snapshot
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Trading Metrics:
| Open: | 58.62 | Previous Close: | 58.36 | |
| Day Low: | 57.1 | Day High: | 59.09 | |
| Year Low: | 29.15 | Year High: | 66.02 | |
| Price Avg 50: | 61.2 | Price Avg 200: | 44.78 | |
| Volume: | 1.797M | Average Volume: | 2.984M |
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Login — it's freeDAR full analysis
Welcome to MARKETSNAP’s SWOT analysis for Darling Ingredients Inc., also known by its ticker DAR. If you’re looking to build wealth through smart, long-term investments, you’re in the right place. Today, we’re diving deep into a company that’s carving out a unique space in the sustainability and ingredients sector. Let’s unpack what makes Darling Ingredients tick, explore recent developments, and break down the strengths, weaknesses, opportunities, and threats that could shape its future for investors like you. First, let’s get…
