Added to YB: 2025-10-02
Pitch date: 2025-08-16
DAR [bullish]
Darling Ingredients Inc.
+13.44%
current return
Author Info
No bio for this author
Company Info
Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrients in North America, Europe, China, South America, and internationally.
Market Cap
$5.8B
Pitch Price
$30.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.83
P/E
54.60
EV/Sales
1.74
Sector
Food Products
Category
special_situation
Darling Ingredients Inc. - $DAR
DAR: Core biz $1.0-1.2B EBITDA + 50% DGD ownership adding $400-600M = $1.4-1.8B consolidated EBITDA vs $8.8B EV. RVO policy reducing foreign feedstock RINs 50% boosts fat/UCO prices. DGD ~$1 EBITDA/gal at 1.2B gal capacity. Nextida food spin worth >75% current mkt cap at 12x multiple. Risks: RVO changes, SRE ruling delays, logistics constraints.
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