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Will Darden Restaurants (USA Stocks:DRI) debt increase in January

December 13, 2024  By
Darden Restaurants carries $5.43 billion in debt, with a debt-to-equity ratio of 2.89, indicating a strong reliance on borrowed funds for its operations. Its current ratio stands at 0.51, which suggests it may struggle to meet short-term financial obligations as they come due. However, leveraging debt can still be a strategic move for Darden if it leads to high-return growth opportunities.

Important Points

Trading Darden Restaurants stock with leverage can be an enticing opportunity, especially when considering its robust free cash flow of 993.4M and a forward dividend rate of 5.6, which suggests a solid financial footing. However, investors should be mindful of the downside variance of 1.4, indicating potential volatility that could amplify both gains and losses when using leverage.
Published few days ago
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Reviewed by Raphi Shpitalnik

Every rose has its thorn, and for Darden Restaurants, the thorn might just be its leverage. With non-current liabilities towering at $6.9 billion against a net invested capital of $3.8 billion, the company is balancing a significant debt load. This level of leverage can amplify returns when times are good, but it also means that Darden needs to maintain strong cash flows to meet its obligations. Fortunately, the company seems to be managing well, with a free cash flow of $993.4 million providing some cushion. However, investors should keep an eye on these figures as they evaluate Darden's financial outlook for January, especially considering the potential impact of economic fluctuations on the restaurant industry. Darden Restaurants is set to release its earnings today. Recently, the company's Payables Turnover has been on the rise compared to previous years. Meanwhile, its Capex to Revenue ratio is expected to climb to 0.06, while the Market Cap might dip below $1.7 billion. While some investors are overly focused on the broader hotels, restaurants, and leisure sector, Darden Restaurants presents a compelling investment opportunity. It's worth considering whether Darden's stock is fairly valued as we approach January.
Pioneer Global financial leverage ratio helps determine the effect of debt on the overall profitability of the company. It measures the total debt position of Pioneer Global, including all of Pioneer Global's outstanding debt obligations, and compares it with the equity. In simple terms, the high financial leverage means the cost of production, together with running the business day-to-day, is high, whereas, lower financial leverage implies lower fixed cost investment in the business and generally considered by investors to be a good sign. So if creditors own a majority of Pioneer Global assets, the company is considered highly leveraged. Understanding the composition and structure of overall Pioneer Global debt and outstanding corporate bonds gives a good idea of how risky the capital structure of a business is and if it is worth investing in it. Please read more on our technical analysis page.

Instrument Allocation

The asset allocation of funds such as Pioneer Global usually varies among a different mix of asset classes. Balanced mutual funds invest not only in bonds, which focus primarily on income, and stocks, which aim for investment growth, but also keep some reserve in cash or even exotic instruments. Below we show the current asset allocation of Pioneer Global Equity
Details

What is driving Pioneer Global Investor Appetite?

The firm reported the last year's revenue of 11.39 B. Total Income to common stockholders was 1.03 B with profit before taxes, overhead, and interest of 2 B.

Liabilities Breakdown

Total Current Liabilities
7.2 B
Non Current Liabilities Total
Non Current Liabilities Other
Total Current Liabilities1.26 Billion
Liabilities And Stockholders Equity11.89 Billion
Non Current Liabilities Total7.23 Billion
Non Current Liabilities Other1.15 Billion
Understanding leverage is crucial because it can amplify both gains and losses.
For Darden Restaurants, the financial outlook in January presents a mixed bag for investors. With a total debt of $5.43 billion against a market capitalization of $19.72 billion, the company maintains a manageable leverage ratio. However, the net interest income shows a loss of 138.7 million, indicating significant interest expenses that could impact profitability. Investors should weigh these factors alongside the company's forward dividend yield of 3.34% as they consider the potential risks and rewards..

Our Darden analysis signifies possible reversion in January

Darden Restaurants' recent drop in Value at Risk (VaR) to -1.78 might signal potential price declines ahead, raising concerns for investors. VaR measures the risk of loss in an investment's value, and this shift suggests Darden's stock could experience some instability. As we approach January, this change might indicate a possible correction in the stock's path. Investors should monitor market trends and company performance closely to manage any upcoming volatility. Despite this, Darden Restaurants exhibits relatively low volatility, with a skewness of 2.07 and kurtosis of 7.23. Understanding these volatility trends can help investors time their market moves.
In bear markets, increased volatility can affect Darden's stock price, prompting investors to adjust their portfolios by diversifying as prices drop.As we look ahead to 2024, Darden Restaurants presents a compelling opportunity for investors. With a strong analyst consensus rating of "Buy" and a notable number of strong buy recommendations at 14, the stock is positioned favorably in the market. The estimated target price of $169.39 suggests potential upside from current levels, reflecting confidence in the company's growth prospects. While the restaurant industry can be unpredictable, Darden's robust market presence and strategic initiatives could make it a rewarding addition to your portfolio. However, as with any investment, it's crucial to stay informed and consider your risk tolerance before making a decision..

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Editorial Staff

Aina Ster is a Member of Macroaxis Editorial Board. Aina delivers weekly perspective on ongoing market and economic trends, analysis and tips from predictive analysis to forecasting across various financial instruments. View Profile
This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Aina Ster do not own shares of Pioneer Global Equity. Please refer to our Terms of Use for any information regarding our disclosure principles.

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