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Darling Ingredients (DAR) Stock Analysis

Consumer Defensive Updated September 21, 2026
$64.00
52W $29.15 – $69.98
67/100
$10.39B
17.3
1.03
AI Committee Verdict
Buy
67/100
Conviction: High · 83% agreement · 6 analysts
+0.9%
-0.6%
1.56:1
High

Is DAR Bullish or Bearish?

Bullish. Innellis AI committee rates Darling Ingredients (DAR) Buy with a composite score of 67/100 , based on 6 analysts with 83% agreement. Last updated September 21, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +7.68 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -12.32 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is eps growing 470.4% yoy. The main limiting factor is roe of only 4.7% -- cheap may mean cheap for a reason. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.3x is a discount to asset value — Value
  • EPS growing 470.4% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • ROE of only 4.7% -- cheap may mean cheap for a reason — Value
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 21, 2026
Overall Committee Score
67/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 4%
of 72 Consumer Defensive peers
Value Analyst neutral
57 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.3x is a discount to asset value
− ROE of only 4.7% -- cheap may mean cheap for a reason
Growth Analyst bullish
78 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 470.4% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bullish
70 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
73 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.47 across 19 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2518.64)
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Investment Thesis Evolution

Committee score moved marginally from 67.3 to 67.3.

Comparing 2026-09-20 to 2026-09-21 (1 day apart).

Technical Analysis

RSI (14)
47.7
Neutral
MACD Histogram
-0.202
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$65.03
Resistance
$65.98
Bollinger %B
0.51
Inside Bands
Price vs Moving Averages
EMA 9
$65.85 Below
EMA 21
$65.39 Below
EMA 50
$63.67 Above
EMA 200
$55.64 Above

Fundamental Analysis

Valuation
94
Growth
81
Profitability
18
Financial Health
74
Cash Flow
70
Valuation
P/E Ratio 17.3×
P/B Ratio 1.97×
PEG Ratio 0.04
Dividend Yield 0.00%
52W High $69.98
52W Low $29.15
Quality & Growth
ROE 132.6%
ROA 61.0%
Gross Margin 2504.2%
Operating Margin 1590.2%
Revenue Growth YoY
Debt / Equity 0.80
AI Fundamental Assessment
P/E ratio of 17.3 (inexpensive relative to a 15-40x range); Price-to-book of 2.0x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 1.3%; Return on assets of 0.6%; Net margin of 9.1%; Gross margin of 25.0%; Current ratio of 1.56 (healthy short-term liquidity); Debt-to-equity of 0.80; Free cash flow per share is positive (5.58); Most recent quarter beat estimates by 72.5%; 2 consecutive earnings beats; EPS growth accelerating (+137.7% -> +189.7% QoQ); Average YoY EPS growth of 2310.0%; Analyst estimates rising over recent quarters
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