DAR

Darling IngredientsC

NYSE / Food Beverage & Tobacco

At close

2026-07-18

Current thesis

The post-earnings bull read is that Q1 validated a real earnings-power rebound: MarketBeat reported DAR beat consensus EPS by $0.27, while company sources showed much stronger EBITDA, better DGD economics, and explicit Q2 core EBITDA guidance. If Q2 DGD is indeed stronger than Q1, estimates likely have room to move higher.

Posture

Mixed

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.6.

What can break

DGD profitability remains exposed to renewable-fuel policy, RIN/LCFS dynamics, hedge effects, and feedstock price volatility.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $61.00 · Bull $72.00 · Bear $52.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-03 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $76.79

Why

Momentum64 · Δ7d +9.8

Value53 · Δ7d -0.6

Sentiment44 · Δ7d -6.5

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendSoftening

Δ7d

+9.8

Δ21d

+17.8

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.6

Δ21d

-1.4

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-6.5

Δ21d

-20.3

Why this grade

Composite grade C. Momentum 64.1 / Value 53.3 / Sentiment 43.5

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$10.03B

Beta

1.27

Shares Out

158.93M

P/E (TTM)

56.2

P/S (TTM)

1.02

P/FCF (TTM)

12.48

Rev YoY

+12.6%

EPS YoY

-605.8%

Gross Margin

+16.7%

Op Margin

+5.1%

Net Debt

$4.06B

Current Ratio

1.58

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology