Darling Ingredients ( DAR ) is currently trading at some of their lowest levels since the pandemic, which I believe offers an opportunity while the market is focused on temporary margin compression andI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to ...

Core Viewpoint - Darling Ingredients (DAR) is currently trading at low levels not seen since the pandemic, presenting a potential investment opportunity despite temporary margin compression concerns [1] Company Analysis - The company operates in the commodities sector, with a focus on various industries including metals and mining, consumer discretionary/staples, REITs, and utilities [1] - The analyst has over a decade of experience researching companies across different sectors, which enhances the depth of analysis provided [1] Market Context - The current market focus is on temporary margin compression, which may be influencing the stock's low trading levels [1] - The shift in focus from a personal blog to a value investing-focused YouTube channel indicates a strategic approach to reach a broader audience and share insights on various companies [1]

IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) today announced the sale of approximately $50 million of production tax credits to a corporate buyer. These credits were generated under the Inflation Reduction Act (IRA) by the company's Diamond Green Diesel joint venture. The company previously announced it sold $125 million and $60 million in production tax credits, bringing the total production tax credit sales to $235 million for 2025. About Diamond Green Diesel Diamond G. ...

Group 1 - Sun Communities Inc reported strong financial performance with a revenue increase of 15% year-over-year, reaching $1.2 billion [1] - Darling Ingredients Inc has expanded its production capacity, which is expected to boost its revenue by an estimated 20% in the next fiscal year [1] - Wave Life Sciences Ltd is advancing its pipeline with several new drug candidates entering clinical trials, indicating potential for significant growth in the biotech sector [1] Group 2 - The overall market sentiment remains positive, driven by strong earnings reports and optimistic forecasts from key players in the industry [1] - Analysts highlight the importance of innovation and strategic partnerships as critical factors for sustained growth in the sectors represented by these companies [1] - The investment landscape is becoming increasingly competitive, with emerging companies challenging established players, necessitating a focus on agility and adaptability [1]

Core Viewpoint - Darling Ingredients Inc. and Tessenderlo Group have signed a definitive agreement to combine their collagen and gelatin segments into a new company, aiming to leverage global collagen market growth without requiring cash or initial investment from either party [1][2]. Group 1: Joint Venture Details - The new company will merge Darling Ingredients' Rousselot business with Tessenderlo Group's PB Leiner business, with Darling holding an 85% ownership stake and Tessenderlo holding 15% [2]. - The combined entity is projected to generate approximately $1.5 billion in annual revenue and will have a total gelatin and collagen capacity of about 200,000 metric tons across 22 facilities in South America, North America, Europe, and Asia [2]. Group 2: Strategic Benefits - The integration is expected to create significant synergies and opportunities to develop the Nextida product portfolio, which aims to deliver targeted health benefits and enhance earnings potential [3]. - The partnership is anticipated to foster growth and enhance shareholder value for Darling Ingredients, as collagen is identified as the fastest-growing segment within its food division [4]. Group 3: Company Backgrounds - Darling Ingredients is a leader in circularity, processing about 15% of the world's animal agricultural by-products and producing approximately 30% of the world's collagen [5]. - Tessenderlo Group operates in over 100 countries, focusing on agriculture, bio-residual valorization, and industrial solutions, employing more than 7,000 people globally [6].

We came across a bullish thesis on Darling Ingredients Inc. on Valueinvestorsclub.com by TallGuy. In this article, we will summarize the bulls’ thesis on DAR. Darling Ingredients Inc.'s share was trading at $37.01 as of December 2nd. DAR’s trailing and forward P/E were 54.88 and 11.07  respectively according to Yahoo Finance. Bloom Energy (BE) Jumps 23% on More Supply Deals Copyright: mikkolem / 123RF Stock Photo Darling Ingredients appears well-positioned heading into 2026, supported by favorable biofu ...

Core Viewpoint - Darling Ingredients Inc. has announced an agreement to sell approximately $60 million of production tax credits generated under the Inflation Reduction Act through its Diamond Green Diesel joint venture [1] Group 1: Financial Details - The sale of the tax credits is expected to be completed by December 31, 2025, contingent upon certain funding conditions being met [1] - Previously, the company announced a sale of $125 million in production tax credits in September [1]

Core Insights - Darling Ingredients Inc. is recognized as one of the top sustainability stocks, with UBS maintaining a Buy rating and a price target of $58, projecting EBITDA of $875–900 million for fiscal year 2025 from its main ingredients business [1][2] Financial Performance - In the third quarter, Darling reported a net income of $19.4 million, which was below analyst expectations of $0.25 per share, despite achieving higher-than-expected revenue of $1.6 billion compared to the forecast of $1.51 billion [2] Market Conditions - The U.S. biofuel market is currently facing challenges due to uncertainty and delays regarding the Renewable Volume Obligation (RVO) verdict, although there is a rebound in export protein demand with more stable pricing trends [3] - Darling's poultry protein products are experiencing difficulties due to tariff implications affecting the China and Asia-Pacific markets, which poses challenges for this segment of the business [3] Company Overview - Darling Ingredients operates globally in the bio-nutrient solutions and renewable energy sectors, with its operations divided into three segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients [4]

Core Insights - No Street GP LP has disclosed a new investment in Darling Ingredients, acquiring approximately 2.25 million shares valued at $69.5 million, representing 4.6% of the fund's $1.5 billion in reportable U.S. equity holdings [1][2]. Company Overview - Darling Ingredients Inc. is a leading global provider of sustainable natural ingredients, converting animal by-products into high-value products, with a market capitalization of $5.5 billion and revenue of $5.8 billion for the trailing twelve months (TTM) [4][5]. - The company's net income for the TTM is reported at $107.8 million [4]. Recent Performance - As of the latest market close, shares of Darling Ingredients were priced at $34.75, reflecting a one-year decline of 15.4%, underperforming the S&P 500 by 30 percentage points [3]. - In the third quarter, Darling's net sales increased to $1.6 billion from $1.4 billion a year ago, with net income rising to $19.4 million from $16.9 million [7]. Strategic Focus - The company emphasizes bio-based solutions and environmental services, positioning itself as a key supplier for industries seeking sustainable raw materials [5]. - Darling Ingredients is advancing tax-credit monetizations, including a $125 million sale, with expectations of an additional $125 million to $175 million by year-end [9]. Investment Perspective - The investment firm No Street is focusing on companies that have been sharply repriced lower, with Darling Ingredients being a cash-flow-centric industrial name that may offer different upside potential compared to high-growth bets in its portfolio [6][10].

Core Insights - SouthernSun Asset Management's "SouthernSun Small Cap Strategy" reported a gross return of 11.73% for Q3 2025, underperforming the Russell 2000 Index and Russell 2000 Value Index which returned 12.39% and 12.60% respectively [1] - Over the trailing twelve months, the strategy returned -0.66% gross, significantly lower than the 10.76% and 7.88% returns of the respective indexes [1] Company Analysis: Darling Ingredients Inc. (NYSE:DAR) - Darling Ingredients Inc. was highlighted as a significant detractor in the SouthernSun Small Cap Strategy for Q3 2025, having previously been a top contributor in Q2 2025 [2][3] - The company specializes in converting edible by-products and food waste into sustainable products and is a leading renewable energy producer [3] - Over the last 52 weeks, Darling Ingredients' stock has decreased by 17.32%, closing at $32.56 on November 4, 2025, with a market capitalization of $5.151 billion [2] - Despite recent challenges, the company is expected to see improvements in top-line and bottom-line results in 2026 due to fundamental and regulatory changes [3] - The base Food and Feed businesses are providing support for the struggling Fuel business, acting as a natural hedge [3] - Darling Ingredients' vertically integrated supply chain and low-cost position have shown resilience against market headwinds [3] - Operational improvements and an upgraded asset base are anticipated to enhance operating profitability and discretionary cash flow as market conditions improve [3]