
Darling Ingredients Inc. (DAR)
ValueMarkers Composite Index
27% below intrinsic value ($82)
Darling Ingredients Inc. (DAR) — VMCI valuation read
Composite valuation read on DAR: VMCI 48/100 against a Consumer Defensive sector median of 50. The 2-point below-median print is the headline number for Darling Ingredients Inc., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.
Trailing 30-day insider activity for DAR: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.
**Investor frame.** Value, quality, risk in three lines on DAR: DAR trades at 19.0x earnings, 6% above the Consumer Defensive median of 18.0x; ROIC of 17.0% sits 7.0pp above the Consumer Defensive median (10.0%); net debt to EBITDA of -0.5x leaves covenant headroom. EV/EBITDA at 14.0x versus 12.0x for Consumer Defensive closes the value frame.
DAR rose 2.0% over the trailing 7 days, with a -4.4% read on a 30-day basis.
Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrients. The company operates through three segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients. It offers ingredients and customized specialty solutions for customers in the pharmaceutical, food, pet food, feed, industrial, fuel, bioenergy, and fertilizer industries. The company also collects and transforms various animal by-product streams into useable and specialty ingredients, such as collagen, edible fats, feed-grade fats, animal proteins and meals, plasma, pet food ingredients, organic fertilizers, yellow grease, fuel feedstock, green energy, natural casings, and hides. In addition, it recovers and converts used cooking oil and animal fats, and residual bakery products into valuable feed and fuel ingredients. Further, the company provides environmental services, including grease trap collection and disposal services to food service establishments. It primarily operates under the Sonac, Dar Pro, Rothsay, Rousselot, Nature Safe, CleanStar, Peptan, Cookie Meal, Bakery Feeds, Ecoson, and Rendac brand names in North America, Europe, China, South America, Australia, and internationally. The company was formerly known as Darling International Inc. and changed its name to Darling Ingredients Inc. in May 2014. Darling Ingredients Inc. was founded in 1882 and is headquartered in Irving, Texas.
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