Lamb Weston Holdings, Inc. (LW) is a publicly traded company in the Consumer Defensive — Packaged Foods industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
Lamb Weston Holdings, Inc. is a prominent global entity specializing in the manufacturing, distribution, and sale of enhanced frozen potato items. Its operations are structured across four distinct segments: Global, Foodservice, Retail, and Other. The company's product portfolio encompasses frozen potatoes, various commercial ingredients, and appetizers. These are offered both under its flagship "Lamb Weston" brand and tailored to numerous customer labels.
Analysis Summary
Lamb Weston Holdings, Inc. reported revenue of $6.61B in the most recent fiscal year, growing at a 5-year CAGR of 12.5%. Net income reached $290.0M, with a -1.8% 5-year CAGR.
Trailing-twelve-month margins: gross margin 20.6%, operating margin 8.9%, net margin 4.4%. Free cash flow grew at 9.4% CAGR over 5 years.
Balance sheet quality for LW: current ratio of 1.4, net debt of $3.87B. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Cash flow quality is strong: free cash flow of $636.8M represents 220% conversion of reported net income. High conversion (above 90%) suggests earnings translate cleanly into cash; lower conversion may indicate working capital tightness or accounting timing differences.
Price
| Price | $47.53 |
| Market Cap | $6.5B |
| Exchange | NYSE |
| Country | US |
Valuation Ratios
| P/E Ratio | 22.14 |
| Price / Book | 3.51 |
| Dividend Yield | 3.25% |
Profitability
| Gross Margin | 20.56% |
| Operating Margin | 8.94% |
| Net Margin | 4.39% |
Financial Health
| Debt / Equity | 2.16 |
| Current Ratio | 1.42 |
What to look at in Consumer Defensive companies
- Gross margin (stable 5y) (Stable >=35%) — Brand pricing power — Coca-Cola does not drop margins.
- ROE / ROIC stable (ROE >=15% stable) — Defensive businesses have high consistent ROEs — Lynch's stalwarts.
- FCF / Net Income (>=90%) — Earnings to cash conversion — best names exceed 95%.
- Dividend growth 10y (>=6%/year) — Dividend Aristocrats raise 25+ years — moat signal.
- Payout Ratio (<75%) — >80% = dividend at risk. <60% comfortable.
- Net Debt / EBITDA (<2.5x) — Defensive with high debt loses its essence.
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| LW | Lamb Weston Holdings, Inc. | $6.5B | 22.14 | 3.51 | |
| SFD | Smithfield Foods, Inc. | $8.0B | 7.42 | 1.12 | 15.6% |
| PPC | Pilgrim's Pride Corporation | $7.1B | 12.73 | 1.86 | 14.9% |
| CPB | Campbell Soup Company | $6.4B | 15.50 | 1.61 | 10.2% |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | $4.4B | 16.06 | 2.29 | |
| EDU | New Oriental Education & Technology Group Inc. | $9.0B | 18.74 | 2.19 | 11.9% |
| CAG | Conagra Brands, Inc. | $7.2B | 1.14 | -24.3% | |
| INGR | Ingredion Incorporated | $6.2B | 10.62 | 1.38 | 13.5% |
Price Performance
| 1 month | -8.56% |
| 3 months | +5.48% |
| Year-to-date | +13.46% |
| 1 year | -14.59% |
| 3 years | -52.04% |
52-Week Range
| 52-week High | $67.07 |
| 52-week Low | $37.62 |
| Avg Volume (90d) | 1.6M |
Dividend History
| Date | Amount | Yield |
|---|---|---|
| 2026-08-07 | $0.3800 | 3.20% |
| 2026-05-08 | $0.3800 | 3.20% |
| 2026-01-30 | $0.3800 | 3.20% |
| 2025-10-31 | $0.3700 | 3.11% |
| 2025-08-01 | $0.3700 | 3.11% |
| 2025-05-02 | $0.3700 | 3.11% |
| 2025-01-31 | $0.3700 | 3.11% |
| 2024-11-01 | $0.3600 | 3.03% |
| 2024-08-02 | $0.3600 | 3.03% |
| 2024-05-02 | $0.3600 | 3.03% |
Related companies: CAG · CPB · EDU · INGR · OLLI · POST · PPC
Explore sector: Consumer Defensive · Packaged Foods
More sections of LW: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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