Yahoo Finance report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Why DAR Stock advanced +1.05% Today — RQD Quant Desk Flash
Darling Ingredients Inc. (DAR) carries a Roarable Rating of D+ (Sell) with 55/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is DAR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Darling Ingredients Inc. (NYSE: DAR) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 55/100 at a spot price of $55.73 (+1.05% 1D, market cap $8.70B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 12/20. Across 146 tracked Consumer Staples issuers, DAR ranks #56 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does DAR compare to LW and CAG in the Consumer Staples sector?
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Within the Consumer Staples sector (Packaged Foods), DAR carries a Roarable D+ (55/100 RQD), trailing P/E of 138.6x, gross margin of 24.0%, and ROIC of 3.1%. By comparison, LW (Lamb Weston Holdings Inc.) holds a B+ grade (77/100 RQD, P/E 25.3x, ROIC 14.8%, cap $7.34B) and CAG (ConAgra Brands Inc.) posts a D grade (48/100 RQD, P/E N/A, ROIC -10.0%, cap $6.73B). Among the 5-stock peer group, INGR leads on earnings multiple (8.3x) while INGR leads on capital efficiency (16.1% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for DAR?
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Per DAR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-03, CIK 0000916540), Darling Ingredients Inc. generated $6.14B in revenue (+7.4% YoY), $62.8M in net income, and $679.2M in free cash flow against $10.30B in total assets and $2.47B in total debt. Key quantitative strengths: Established market leader in Consumer Staples with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 2.25 (WATCH ZONE (1.8–3.0)) • Piotroski F-Score 7/9
SEC XBRL FY 2025 (10-K): 11.1% FCF Margin ($679.2M FCF) & 24% Gross Margin
Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)
⚔️ Adversarial Opposing Case: Why the DAR Bull Thesis Could Fail
Even with a 55/100 (D+) score, DAR faces multiple-compression risk if 138.6x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Priced at 139x earnings—high expectations leave less room for a lukewarm quarter.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($61.77) or 200D SMA ($58.61) invalidates the momentum regime and cuts Target Base ($54.98) toward Bear Floor ($42.88).
Why DAR Stock advanced +1.05% Today — RQD Quant Desk Flash
Darling Ingredients Inc. (DAR) advanced +1.05% to $55.73, trading at 63% of its 52-week range ($31.62 – $69.98). Stretched risk/reward at 139x P/E (3% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 63% of its 52-week range ($31.62 – $69.98) with RSI-14 at 34.9 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7.3% around $55.73 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D+ (Sell) backed by 24% gross margin and $679.2M annual free cash flow.
Yahoo! Finance Canada report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
ChartMill report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Darling Ingredients (NYSE:DAR) and Rousselot have launched Nextida NxCogni, a collagen peptide ingredient aimed at cognitive support. The product targets mental clarity and resilience, positioning the partners in a niche
Darling Ingredients remains a Buy as profitability, debt reduction, and attractive valuation support further upside. Read more on DAR stock here.
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring DAR)
- ✓Walkthrough of DAR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
DAR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +7.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on DAR today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for DAR. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (DAR)
1. Head-to-Head Consumer Staples Peer Comparison (DAR vs. LW, CAG, CPB, INGR)
Industry: Packaged Foods (41 Tracked Issuers)Across 146 tracked Consumer Staples securities in the Roarable RQD universe, Darling Ingredients Inc. (DAR) ranks #56 by composite RQD confidence (55/100, grade D+) and #31 by equity capitalization ($8.70B). Within this direct 5-issuer industry benchmark cohort, INGR leads on earnings valuation at 8.3x trailing P/E, while INGR leads on capital efficiency and profitability with 16.1% ROIC and 25.3% gross margin. LW currently holds the highest overall quantitative score in the immediate peer group at 77/100 (B+) compared with DAR at 55/100 (D+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| DAR
ACTIVE
Darling Ingredients Inc. | D+ | 55/100 | 138.6x | 24.0% | 3.1% | +1.05% | $8.70B | Benchmark Subject |
| LW Lamb Weston Holdings Inc. | B+ | 77/100 | 25.3x | 20.6% | 14.8% | +1.48% | $7.34B | /lw-vs-dar → |
| CAG ConAgra Brands Inc. | D | 48/100 | — | 23.9% | -10.0% | +3.41% | $6.73B | /cag-vs-dar → |
| CPB The Campbell's Company | C | 62/100 | 10.4x | 30.4% | 10.8% | +2.00% | $6.26B | /cpb-vs-dar → |
| INGR Ingredion Incorporated | C | 63/100 | 8.3x | 25.3% | 16.1% | +1.44% | $6.03B | /ingr-vs-dar → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2026-01-03 • CIK 0000916540In its most recent audited fiscal period (FY2025, filed 2026-01-03), Darling Ingredients Inc. (DAR) reported GAAP revenue of $6.14B (+7.4% vs. FY2024 revenue of $5.72B , and -9.6% cumulative change since FY2023) , GAAP net income of $62.8M, operating cash flow of $1.06B, and free cash flow of $679.2M (+34.0% YoY). On the balance sheet, DAR closed FY2025 with $10.30B in total assets against $2.47B in total debt (Altman Z-Score: 2.25, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2026-01-03 | $6.14B | $62.8M | $1.06B | $679.2M | $10.30B | $2.47B |
| FY2024 (FY) | 2024-12-28 | $5.72B | $278.9M | $839.3M | $506.8M | $10.07B | $2.52B |
| FY2023 (FY) | 2023-12-30 | $6.79B | $647.7M | $899.3M | $593.8M | $8.15B | $1.91B |
3. DAR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs DAR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Darling Ingredients Inc. (NYSE: DAR) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 55/100 at a spot price of $55.73 (+1.05% 1D, market cap $8.70B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 12/20. Across 146 tracked Consumer Staples issuers, DAR ranks #56 in composite RQD confidence.
How does DAR compare to LW and CAG in the Consumer Staples sector?
Within the Consumer Staples sector (Packaged Foods), DAR carries a Roarable D+ (55/100 RQD), trailing P/E of 138.6x, gross margin of 24.0%, and ROIC of 3.1%. By comparison, LW (Lamb Weston Holdings Inc.) holds a B+ grade (77/100 RQD, P/E 25.3x, ROIC 14.8%, cap $7.34B) and CAG (ConAgra Brands Inc.) posts a D grade (48/100 RQD, P/E N/A, ROIC -10.0%, cap $6.73B). Among the 5-stock peer group, INGR leads on earnings multiple (8.3x) while INGR leads on capital efficiency (16.1% ROIC).
What are the biggest fundamental strengths and SEC risk factors for DAR?
Per DAR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-03, CIK 0000916540), Darling Ingredients Inc. generated $6.14B in revenue (+7.4% YoY), $62.8M in net income, and $679.2M in free cash flow against $10.30B in total assets and $2.47B in total debt. Key quantitative strengths: Established market leader in Consumer Staples with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is DAR trading relative to its 50-day, 200-day, and 52-week technical levels?
DAR last traded at $55.73 (+1.05% on volume of 2,344,827 shares), positioning the stock -9.78% below its 50-day simple moving average ($61.77) and -4.91% below its 200-day simple moving average ($58.61). Across its 52-week range of $31.62 to $69.98, DAR sits at the 62.9% percentile with a 14-day RSI of 34.9 (NEUTRAL RANGE) and an implied next-earnings move of ±7.3% ($51.66 to $59.80).
DAR Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is DAR stock moving today?
Why DAR Stock advanced +1.05% Today — RQD Quant Desk Flash. Stretched risk/reward at 139x P/E (3% return on capital) under elevated 10-year interest-rate pressure.
DAR — Darling Ingredients Inc.: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, DAR scores 55 out of 100, graded D+ with the verdict "Roarable Sell — Weak Fundamentals / Trim." The five pillars are:
- Fundamental Cash Engine: 12 / 20. Per the RQD rating, ROIC is 3.1% and FCF yield is 7.8%. A low ROIC against a comparatively higher FCF yield suggests cash generation is present but capital returns on the business are thin, which is a tradeoff a prospective investor should weigh against the current valuation.
- Whale 13F Flow: 8 / 20. Per the RQD rating, institutional accumulation and options positioning score weakly. The data set contains no holder detail (see Analyst View section), so the basis for this score cannot be independently traced in the source data.
- Insider Conviction: 12 / 20. Per the RQD rating, SEC Form 4 and Congressional PTR cluster flow score moderately. The underlying trade records are not provided in the source data.
- Macro Regime Fit: 9 / 20. Per the RQD rating, beta is 1.01 and the score reflects sector sensitivity. Per the market data, beta sits near market-level volatility, so this pillar's weakness is attributed by the rating to sector sensitivity rather than to beta alone.
- Forensic Balance Sheet: 14 / 20. Per the RQD rating, Altman Z is 2.25, Piotroski F is 7/9, and Debt/Equity is 0.49. These are the strongest pillar, indicating a comparatively sound balance sheet relative to the other four pillars.
Investor implications: the rating frames DAR as a stock whose valuation (P/E TTM 138.6) is far above what its earnings-based returns (ROIC 3.1%, net margin 1%) would ordinarily support. Upside drivers in the source data are limited to the balance-sheet score and FCF yield; the principal valuation tradeoff is that high multiples depend on earnings recovery that the provided financials do not yet show. Per the RQD framework, the net result is a weak fundamental profile.
Snapshot
Business
Darling Ingredients Inc. is a NYSE-listed issuer classified in the Consumer Staples sector and Packaged Foods industry, per the profile section. Per the profile, the company has a market capitalization of $8.7B. Not available in source data for: specific products sold, customer base, and revenue mix by segment. Revenue and profitability figures appear in the Financial Trend section.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $6135.9M | $273.4M | $62.8M | N/A | $679.2M | $88.7M | $2470.2M |
| FY 2024 | $5715.2M | $468.2M | $278.9M | N/A | $506.8M | $76.0M | $2522.8M |
| FY 2023 | $6788.1M | $949.7M | $647.7M | N/A | $593.8M | N/A | $1906.1M |
Per the SEC financials, net income fell from $647.7M (FY 2023) to $278.9M (FY 2024) to $62.8M (FY 2025), while revenue moved from $6788.1M to $5715.2M and back up to $6135.9M. Per the market data, gross margin is 24%, operating margin 4.5%, and net margin 1%. Per the RQD rating, ROIC is 3.1%. Per the RQD rating, Altman Z-Score is 2.25 and Piotroski F-Score is 7/9, with Debt/Equity of 0.49; debt was $2470.2M at FY 2025, against cash of $88.7M. EPS is listed as N/A for all periods in the SEC financials.
Recent Catalysts & News Wire Analysis
Per the recent news section, six items reference DAR:
- "Can Darling Ingredients' Portfolio Reset Drive Long-Term Growth?" (Yahoo Finance; CATALYST, GREEN). Frames a portfolio reset as a possible growth driver; no detail is provided in the source.
- "Darling Ingredients Inc. (DAR) Stock Price, News, Quote & History" (Yahoo! Finance Canada; MARKET WIRE, YELLOW). A generic quote page with no specific event.
- "Darling Ingredients (NYSE:DAR) Posts Mixed Q3 2026 Results as EPS Misses Estimates" (ChartMill; RISK WATCH, RED). Flags an EPS miss in Q3 2026 results.
- "Darling Ingredients Stock: Back On Track, With More To Prove (NYSE:DAR)" (Seeking Alpha; MARKET WIRE, YELLOW). Characterizes the recovery as incomplete.
- "Stephens raises Darling Ingredients stock price target on earnings strength" (Investing.com; CATALYST, GREEN). Reports a price target raise on earnings strength.
- "Darling Ingredients (NYSE:DAR) reports sales below analyst estimates in Q3 2026 earnings" (TradingView; MARKET WIRE, YELLOW). Reports sales below estimates.
The butterfly supply-chain graph lists sector Consumer Staples and industry Packaged Foods, with supply chain "NONE," no butterfly links, and no proprietary signals. Per that section, no supply-chain or signal catalysts are available.
Open Questions
- What specific earnings figures support the Q3 2026 EPS-miss and sales-miss headlines, and what is the magnitude of each?
- What does the "portfolio reset" referenced in the Yahoo Finance headline consist of, and what is its expected timeline?
- What is the composition of the institutional and insider holder data behind the RQD whale-flow and insider-conviction pillar scores?
- Why is EPS reported as N/A across all SEC financial periods when a TTM EPS of 0.4 is listed in market data?
- What is the segment and product revenue mix that drives the financials?
DAR Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Darling Ingredients Inc. (DAR) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
ChartMill report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Darling Ingredients Inc. (DAR) market action, institutional positioning, and fundamental catalysts.
DAR Bull vs. Bear Conversation Board — What's Your Call at $55.73?
🔥 Official Bull vs. Bear Debate: Is DAR (D+ • RQD 55/100) a Buy at $55.15?
Welcome to the DAR (Darling Ingredients Inc.) Roar Pit. Current RQD Composite is 55/100 (Roarable Sell — Weak Fundamentals / Trim) in Packaged Foods. Bulls point to operating leverage and sector positioning, while bears focus on valuation multiple compression (138.6x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on DAR — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on DAR, but look at what you are paying: 138.6x trailing P/E with 24.0% gross margins. Unless Darling Ingredients Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
DAR cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on DAR, the market is fixating on short-term headline noise in Packaged Foods and ignoring the balance sheet and cash flow trajectory. At $55.15 (52-wk range $31.62 - $69.98), any beat on forward guidance forces shorts and underweight funds to chase.