Added to YB: 2026-06-02
Pitch date: 2026-03-29
DAR [bullish]
Darling Ingredients Inc.
Author Info
No bio for this author
Company Info
Darling Ingredients Inc. develops, produces, and sells sustainable natural ingredients from edible and inedible bio-nutrients in North America, Europe, China, South America, and internationally.
Market Cap
$9.4B
Pitch Price
N/A
Price Target
120.00
Dividend
N/A
EV/EBITDA
11.51
P/E
42.89
EV/Sales
2.17
Sector
Food Products
Category
special_situation
Darling Ingredients Inc. - $DAR
DAR: Vertically integrated renderer; EPA Set 2 rules (3B more D4 RINs, +60% biofuel demand, SRE reallocation, half-RIN by 2028) make 50% DGD JV fuel segment hugely profitable. Low-cost via tallow/UCO captures expanding RIN spreads + full $1 45Z credit. ~$2B 2026 EBITDA, PT $120 (100% upside) at 11.5x; Iran war fuel premium adds safety.
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