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Darling Ingredients
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Darling Ingredients Community
NYSE:DAR Community
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Darling Ingredients
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Darling Ingredients
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Decarbonization And Upcycling Will Empower Renewable Biofuel Markets
Key Takeaways Darling's strategic position in biofuels, feedstocks, and regulatory tailwinds is set to unlock durable revenue growth and significant long-term margin expansion. Emerging platforms in premium collagen, branded health ingredients, and global waste upcycling could drive transformative multi-year EBITDA growth and operational outperformance.
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US$60
FV
46.8% undervalued
intrinsic discount
5.81%
Revenue growth p.a.
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11 days ago
author updated this narrative
Darling Ingredients
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
US Renewable Mandates And Specialty Ingredients Will Power Market Evolution
Key Takeaways Favorable policy shifts, regulatory support, and product innovation are expected to drive margin expansion, revenue growth, and earnings acceleration across multiple segments. Diversification into specialty ingredients and global markets enhances operational flexibility, broadens the revenue base, and strengthens overall financial resilience.
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US$46.17
FV
30.8% undervalued
intrinsic discount
4.25%
Revenue growth p.a.
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1
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11 days ago
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Darling Ingredients
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Regulatory Pressures Will Constrain Margins Yet Opportunity Persists
Key Takeaways Regulatory uncertainty and compliance costs threaten profit margins and growth, despite favorable trends supporting renewable fuels and waste upcycling. Diversification into new products and global expansion face risks from market acceptance, competition for inputs, and execution challenges, which could limit long-term gains.
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US$34
FV
6.1% undervalued
intrinsic discount
3.47%
Revenue growth p.a.
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11 days ago
author updated this narrative