Darling Ingredients Inc (DAR)vsThe J. M. Smucker Company (SJM)
DAR
Darling Ingredients Inc
$55.73
+1.05%
CONSUMER DEFENSIVE · Cap: $8.75B
SJM
The J. M. Smucker Company
$129.90
+2.88%
CONSUMER DEFENSIVE · Cap: $13.40B
Smart Verdict
WallStSmart Research — data-driven comparison
The J. M. Smucker Company generates 40% more annual revenue ($9.16B vs $6.55B). DAR leads profitability with a 9.1% profit margin vs 2.5%. SJM appears more attractively valued with a PEG of 1.68. DAR earns a higher WallStSmart Score of 64/100 (C+).
DAR
Buy64
out of 100
Grade: C+
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.1%
Fair Value
$60.56
Current Price
$55.73
$4.83 discount
Margin of Safety
+13.8%
Fair Value
$128.91
Current Price
$129.90
$0.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 2914.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
16.4% revenue growth
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
ROE of 4.6% — below average capital efficiency
Expensive relative to growth rate
Expensive relative to growth rate
ROE of 4.0% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : DAR
The strongest argument for DAR centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 16.4% demonstrates continued momentum.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : DAR
The primary concerns for DAR are Altman Z-Score, Return on Equity, PEG Ratio.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, Profit Margin. A P/E of 57.8x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
DAR profiles as a growth stock while SJM is a value play — different risk/reward profiles.
DAR carries more volatility with a beta of 1.05 — expect wider price swings.
DAR is growing revenue faster at 16.4% — sustainability is the question.
DAR generates stronger free cash flow (405M), providing more financial flexibility.
Bottom Line
DAR scores higher overall (64/100 vs 51/100) and 16.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Darling Ingredients Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Darling Ingredients Inc. develops, produces and sells natural ingredients from edible and non-edible bio-nutrients. The company is headquartered in Irving, Texas.
Visit Website →The J. M. Smucker Company
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The J. M. Smucker Company, also known as Smucker and Smucker's, is an American manufacturer of jam, peanut butter, jelly, fruit syrups, beverages, shortening, ice cream toppings, and other products in North America. Smucker's headquarters are located in Orrville, Ohio.
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