Lamb Weston Holdings, Inc. (LW) Valuation — DCF, Graham & Comparables

Lamb Weston Holdings, Inc. (LW) — Price $56.60 (closing price, November 4, 2026) — Consumer Defensive — Packaged Foods — NYSE

Latest reported results:

Valuation dashboard for Lamb Weston Holdings, Inc. (LW) with P/E 30.93, P/B 4.31, EV/EBITDA 12.6 and dividend yield 2.67%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Consumer Defensive companies.

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.

Where would it trade at its usual multiples?

Versus its usual multiples: fairly priced · Current P/E 30.9× · Multiples range: $40.15 · $45.53.

At the decade median (24.9×) $46 (-20%); at its sector median (21.9×) $40 (-29%). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.

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 19.4%, operating margin 7.8%, net margin 3.8%.

At $56.60 (closing price, November 4, 2026), LW trades at a P/E of 30.93 and an ROE of 14.13%. Market capitalisation stands at $7.8B.

Balance sheet quality for LW: debt-to-equity ratio of 2.17, current ratio of 1.45 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio30.93
Price / Book4.31
EV / EBITDA12.6
Dividend Yield2.67%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
LWLamb Weston Holdings, Inc.$7.8B30.934.3114.1%
SFDSmithfield Foods, Inc.$7.8B8.651.1113.0%
PPCPilgrim's Pride Corporation$6.9B21.491.788.5%
CPBCampbell Soup Company$6.9B17.761.8210.2%
OLLIOllie's Bargain Outlet Holdings, Inc.$5.6B21.012.9814.6%
SJMThe J. M. Smucker Company$14.1B61.882.524.1%
EDUNew Oriental Education & Technology Group Inc.$8.1B16.431.9412.5%
TAPMolson Coors Beverage Company$8.1B0.80-22.6%

Price

Price$56.60 (closing price, November 4, 2026)
Market Cap$7.8B
ExchangeNYSE
CountryUS

Profitability

Return on Equity14.13%
Return on Invested Capital5.88%
Return on Assets3.48%
Gross Margin19.38%
Operating Margin7.80%
Net Margin3.85%

Related companies: SFD · PPC · CPB · OLLI · SJM · EDU · TAP · CAG

Explore sector: Consumer Defensive · Packaged Foods

More sections of LW: Overview · Financials · Estimates · Technical · Ownership

Discover more: Weekly Radar: the S&P 500 through the Buffett and Lynch methods · Companies that pass the Buffett method · Companies that pass the Lynch method · Stocks that pass Graham's defensive investor test today · Investment Academy — learn to analyze stocks