Darden Restaurants (DRI)
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-09-04
$216.88-0.53%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-09-04
Research Workspace
Put DRI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Restaurants is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase adjusted diluted EPS to $10.57-$10.67 for FY 2026: EPS 3.66 vs 10.57-10.67 target.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 25% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskDarden Restaurants must achieve approximately 9.5% revenue growth for FY 2026 to justify its current valuation. Revenue grew 13.7% year over year in the latest quarter, beating expectations. It trades at 20× P/E versus a peer median of 17×, indicating the market is pricing in more growth than forecasted. The primary risk is the potential for a guidance cut, with a 21% probability of a miss in the next quarter. Peer multiples imply a price about 25% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-04. DRI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering DRI (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for DRI in the last 4 months.
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Compare DRI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DRI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Restaurants — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put DRI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
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Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $216.88
The last 12 months of price, then the range of analyst 12-month targets from today’s $216.88.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve approximately 9.5% revenue growth for FY 2026
Sales jump supports revenue growth objective for FY 2026.
Threatens: Achieve approximately 9.5% revenue growth for FY 2026
Beef inflation could impact revenue growth targets.
Advances: Achieve approximately 9.5% revenue growth for FY 2026
New restaurants support revenue growth objective.
Bankruptcy and liquidation directly threaten revenue growth objectives.
Advances: Achieve approximately 9.5% revenue growth for FY 2026
Continued traffic strength supports revenue growth objective.
Advances: Achieve approximately 9.5% revenue growth for FY 2026
Record sales support revenue growth objective for FY 2026.
Advances: Achieve 9.5% revenue growth for FY 2026
Strong sales growth supports revenue growth objective.