Darden Restaurants, Inc. (DRI)

NYSE: DRI · USD

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StockMarketAgent Research · Analyzed 2026-10-09

Our latest published analysis: DRI rated Buy

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.

Fair value

$227 / share

Potential value

$282 / share

Upside to FV

+14.2%

Moat

7/10

Narrow

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$22.4B
P/E (forward)	18.9x

Market data

Price

Recent price action with selectable time range.

Financial snapshot

P/E (forward): 18.9x
Market cap: $22.4B

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%

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AMZN	Amazon.com Inc.	—	—	—	—	—	—	Bán
APTV	Aptiv PLC	—	—	—	—	—	—	Mua
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Base and Bull scenarios

Base55%

Price target

$226.51

+14.2% from spot

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.

Revenue growth of 3.72% in FY2027 and 6.08% in FY2028 before fading to 4.50% terminal growth
Normalized EBIT margins stabilizing at 12.00% to 12.20%
Annual share count contraction sustained through discretionary buybacks
Computed WACC of 7.4016% and stable long-term terminal growth

Bull20%

Price target

$282.25

+42.3% from spot

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.

Consolidated top-line revenue growth accelerating meaningfully above baseline trend
Operating margins expanding on strong dining room seat turnover and operational leverage
Annual net share repurchases accelerating beyond baseline dilution offset

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($226.51). Each row and column shows what Fair value becomes when one assumption moves.

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

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Forward P/E18.9

P25 n/aP50 n/aP75 n/a

Trailing P/E19.5

P25 n/aP50 n/aP75 n/a

ROEn/a

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

Deeper analysis on DRI

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this DRI report

What is the latest published DRI stock rating?

Darden Restaurants, Inc. is shown with Buy in the latest published report, analyzed 2026-10-09. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full DRI analysis?

The full latest published report, analyzed 2026-10-09, lives at /stocks/DRI/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for DRI?

The latest published report analyzed 2026-10-09 gives DRI a fair value of USD 227 and a potential value of USD 282. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the DRI page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-09). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

BuyDRI · Fair value $227+14.2%

Read full analysis →

Category	Score	Reading
Valuation	7.5
Management	8.5
Balance Sheet	1.5
Profitability	7.0
Revenue Growth	6.0
Risk Assessment	3.5
Competitive Moat	7.0
Earnings Quality	7.5
Capital Efficiency	6.5

Darden Restaurants, Inc. (DRI)

Our latest published analysis: DRI rated Buy

Price

Financial snapshot

Fair-value bridge

Latest news · DRI

Valuation

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

Deeper analysis on DRI

Frequently asked questions

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