تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
Darden Restaurants, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $22.4B | |
|---|---|---|
| P/E (forward) | 18.9x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-05-29 | 2023-05-28 | 2024-05-26 | 2025-05-25 | 2026-05-31 | Trend |
| Revenue | $9.63B | $10.49B | $11.39B | $12.08B | $13.21B | +8.2% |
| Gross profit | $1.90B | $1.99B | $2.29B | $2.47B | $2.68B | +9.0% |
| Operating income | $1.16B | $1.20B | $1.31B | $1.36B | $1.58B | +8.0% |
| Net income | $952.8M | $981.9M | $1.03B | $1.05B | $1.21B | +6.1% |
| EPS (diluted) | $7.39 | $7.99 | $8.51 | $8.86 | $10.38 | +8.9% |
| EBITDA | $1.53B | $1.60B | $1.78B | $1.88B | $2.34B | +11.1% |
| R&D | — | — | — | — | — | — |
| SG&A | $373.2M | $386.1M | $479.2M | $520.3M | $514.4M | +8.4% |
Recent company headlines from major financial publishers.
In the modal base case, Darden compounds steadily as Olive Garden leverages its 42.35% revenue scale and >90% pricing flow-through to preserve operating margins near 12.0%-12.2%. Unit growth continues at 2-3% annually, top-line revenue expands at 3.7% to 4.5%, and operating cash flow of ~$1.85B fully funds capex ($734M) and consistent share buybacks, yielding a synthesized fair value midpoint of $226.51.
In the upside scenario, Olive Garden revitalizes weekday lunch daypart dining through targeted marketing and promotional platforms like Never-Ending Pasta Bowl, while LongHorn Steakhouse accelerates market share capture as beef inflation moderates and independent restaurants shutter. Revenue growth accelerates, operating margins expand on dining room seat turnover, and heightened free cash flow accelerates share retirements, driving intrinsic value toward $282.25.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 6.4% | $250 | $259 | $269 | $281 | $295 |
| 6.9% | $230 | $237 | $245 | $254 | $265 |
| 7.4% | $214 | $220 | $227 | $234 | $241 |
| 7.9% | $201 | $206 | $211 | $217 | $223 |
| 8.4% | $190 | $194 | $198 | $203 | $208 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |