Darling Ingredients Inc vs General Mills Inc

Darling Ingredients Inc (DAR) is overvalued and General Mills Inc (GIS) is overvalued.

Both trade above our estimate of their intrinsic value. DAR is the closer of the two: -40%, against -1087% for GIS.

Values as of the 22 Sept 2026 close.

Darling Ingredients Inc (DAR)

Discounting its cash flows at 8.7% (average of 3 methods) values the shares at $43.98; the price of $61.63 is 40% above that value, and 77% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

General Mills Inc (GIS)

Discounting its cash flows at 7.8% (average of 2 methods) values the shares at $2.99; the price of $35.45 is 1087% above that value, and 79% of that value comes from beyond year five.

Leak Score 23/100 on 8 of 12 signals

MetricDARGIS
VerdictOvervaluedOvervalued
Price$61.63$35.45
Intrinsic value$43.98$2.99
Margin of safety-40%-1087%
Leak Score14/100 (3/12)23/100 (8/12)
Market cap$9.7B$19.0B
Revenue growth, 5 years11.4%0.3%
Operating margin8.9%15.3%
Net margin9.1%-0.5%
Return on equity12.1%-1.1%
Debt to equity0.801.89
P/E16.6x
Forward P/E10.1x11.1x
P/B1.9x2.6x
Dividend yield6.9%

All stocks in Packaged Foods