D&L Industries, Inc (DLNDY) Fair Value & Analysis
Basic Materials · US · Market cap $417M
D&L Industries, Inc
DLNDY · US
Fair value as of: Jul 16, 2026
From 17 valuation models · updated 9 days ago
Fair value updated Jul 16, 2026, revised from $3.34 to $2.50 (−25.1%) since Jun 24, 2026. Share price −11.0% over the past month.
Price vs Fair Value (12 months)
12‑month range $1.11 – $2.58 · fair‑value band $1.87 – $3.12 · the $1.30 price screens below the $2.50 fair value. As of Jul 16, 2026.
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D&L Industries, Inc (DLNDY) currently trades at $1.30, while our model-based Fair Value estimate is $2.50, implying the stock looks roughly 92.3% undervalued today. We read business quality at 44/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, D&L Industries, Inc generated revenue of $53.9B at a net margin of 4.9%. Revenue declined 10.1% year over year. It earns a return on equity of 11.4%. Net debt stands at $23.0B. Fundamentals as of Jul 16, 2026
Our scenario range runs from $1.87 (bear case) to $3.12 (bull case); at $1.30, the current price sits below that range. The share trades about 63% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -54% fair-value upside, at 92%, DLNDY screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 16, 2026. TTM = trailing twelve months.
About the company
D&L Industries, Inc. provides products for food ingredients, oleochemicals for personal and home care use, raw materials for plastic products, and aerosol products in the Philippines, Asia, Europe, Oceania, Africa, and the United States. It operates through Food Ingredients; Colorants and Plastics Additives; Oleochemicals, Resins and Powder Coatings; and Consumer Products Original Design Manufacturer (ODM) segments. The Food Ingredients segment offers a line of industrial fats and oils, food ingredients, specialty fats and oils, and culinary and other specialty food ingredients to food manufacturers and quick-service restaurant chains; and food safety solutions, such as cleaning and sanitation agents. Its Colorants and Plastic Additives segment provides line of pigment blends, color and additive master batches, and engineered polymers, which add properties, such as precise coloring, reduced friction, increased resistance, and plastics degradation for use in consumer goods, …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
D&L Industries, Inc reported revenue of $55.4B in FY2025 versus $30.9B in FY2021, a compound +15.8%/yr. Reported net income was $2.6B in FY2025, compounding −0.5%/yr from FY2021.
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10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
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|---|---|---|---|
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| Novozymes A/S NSISB | kr 392.30 | kr 179.63 | -54% |
| Asian Paints Limited ASIANPAINT | ₹2,687 | ₹655.71 | -76% |
| PPG Industries, Inc PPG | 1,988 MXN | 1,169 MXN | -41% |
| Solar Industries India Limited SOLARINDS | ₹18,441 | ₹4,083 | -78% |
| Pidilite Industries Limited PIDILITIND | ₹1,477 | ₹375.44 | -75% |
| PT Chandra Asri Pacific Tbk TPIA | 1,955 IDR | 2,350 IDR | +20% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.