COMP <GO>
DAR vs SJM // FORWARD P/E MULTIPLE
Darling Ingredients Inc. (NYSE) VS. The J.M. Smucker Company (NYSE) • 15-METRIC TALLY: DAR 7
— SJM 7
▲ FORWARD P/E MULTIPLE LEADER: SJM
LAST: $55.73 (+1.05%) • MKT CAP: $8.79B
forward-pe
128.9x
LAST: $129.90 (+2.88%) • MKT CAP: $13.88B
forward-pe
34.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DAR VS. SJM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DAR | SJM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 24.00% | 33.50% | -9.50 | SJM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.10% | 2.80% | +0.30 | DAR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.3x | 29.2x | -10.90 | DAR | /valuation <GO> |
| Free Cash Flow Yield | 7.80% | 8.57% | -0.77 | SJM | /fcf-yield <GO> |
| Operating Margin | 4.50% | 4.00% | +0.50 | DAR | /operating-margins <GO> |
| Net Profit Margin | 1.00% | -1.50% | +2.50 | DAR | /net-margins <GO> |
| Revenue Growth (YoY) | 7.40% | -3.30% | +10.70 | DAR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 3.45% | -3.45 | SJM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.25 | 1.30 | +0.95 | DAR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | DAR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.9 | 58.5 | -20.60 | SJM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.10 | -0.09 | SJM | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 128.9x | 34.0x | +94.90 | SJM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.79B | $13.88B | -$5.08B | SJM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DAR REV | SJM REV | DAR GROSS % | SJM GROSS % | DAR FCF | SJM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.14B | $9.05B | 24.0% | 33.5% | $679.2M | $1.16B |
| FY 2024 | $5.72B | $8.73B | 22.4% | 38.8% | $506.8M | $816.6M |
| FY 2023 | $6.79B | $0 | — | — | $593.8M | $1.23B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DAR // BETA 1.01
SJM // BETA 1.10