Superworth

Lamb Weston LW

Packaged Foods, Consumer Defensive
$53.83
−2.45%
Market cap
$7.4B
PE
29.3×
9y median 24.4×
Forward PE
n/m
not a meaningful number
Price to sales
1.1×
EV/EBIT
17.7×
Revenue, 12 months
$6.6B
+3% on a year ago
Net margin
3.8%
Free cash flow yield
5.6%

Lamb Weston trades at 29.3× trailing earnings, pricier than 70% of the last ten years. Revenue was $6.6B over the last twelve months, up 3% on a year earlier with a 4% net margin.

Charts

Financials

Income statement for LW, by quarter
Income statementQ2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
$1.7B+36%$1.5B+16%$1.6B−5%$1.7B−1%$1.6B−8%$1.5B+4%$1.7B+4%$1.7B+0%$1.6B+1%$1.6B+3%$1.8B+6%$1.7B+1%
Cost of revenue$1.3B+40%$1.1B+23%$1.2B−7%$1.3B+11%$1.3B+5%$1.1B+4%$1.3B+9%$1.3B+1%$1.3B−2%$1.2B+12%$1.4B+6%$1.4B+7%
Gross profit$475.6M+25%$403.7M+2%$387.9M+2%$356M−29%$277.8M−42%$422.5M+5%$342.3M−12%$342.4M−4%$324.3M+17%$331.6M−22%$361.4M+6%$266.5M−22%
SG&A$170M+55%$179.8M+37%$175.4M−9%$143.9M−18%$184.7M+9%$164.2M−9%$140.7M−20%$153.6M+7%$171M−7%$156.8M−5%$183.2M+30%$170.2M+11%
$305.6M+12%$223.9M−16%$212.5M+14%$212.1M−34%$18.5M−94%$248.7M+11%$185.8M−13%$156.5M−26%$139.2M+652%$126.6M−49%$168.8M−9%$82.2M−48%
Interest expense$29.1M+18%$35.7M+38%$40.3M+23%$45.2M+47%$43.3M+49%$47.3M+33%$44.2M+10%$43.7M−3%$44.3M+2%$45M−5%$47.5M+8%$42.4M−3%
Pre-tax income$276.5M+12%$188.2M−22%$172.2M+12%$166.9M−43%−$24.8M$201.4M+7%$141.6M−18%$112.8M−32%$94.9M$81.6M−60%$121.3M−14%$39.8M−65%
$66.2M+80%$43.1M+2%$50.7M−30%$50.8M−27%$13.4M−80%$57.5M+33%$21.4M−58%$47.9M−6%$36M+169%$30.3M−47%$13.9M−35%$16.9M−65%
Net income$215M+109%$146.1M−17%$129.7M−74%$127.4M−46%−$36.1M$146M−0%$119.9M−8%$64.3M−50%$62.1M$54M−63%$109.6M−9%$29.1M−55%
$1.48+109%$1.01−17%$0.89−74%$0.88−45%−$0.25$1.03+2%$0.85−5%$0.46−48%$0.44$0.39−62%$0.80−6%$0.21−54%
145.5M+1%145.3M+0%145M−1%144.2M−2%143.2M−2%142.4M−2%141.2M−3%139.8M−3%139.6M−3%139.3M−2%137.7M−3%138.1M−1%

Revenue: Q1 FY16 and Q1 FY17: 6 months less the 3 months printed beside them.

Cost of revenue: Q1 FY16 and Q1 FY17: 6 months less the 3 months printed beside them.

Gross profit: Q1 FY16: 6 months less the 3 months printed beside them.

SG&A: Q1 FY16 and Q1 FY17: 6 months less the 3 months printed beside them.

Operating income: Q1 FY16 and Q1 FY17: 6 months less the 3 months printed beside them.

Interest expense: Q1 FY16 and Q1 FY17: 6 months less the 3 months printed beside them.

Pre-tax income: Q1 FY16 and Q1 FY17: 6 months less the 3 months printed beside them.

Income tax: Q1 FY16 and Q1 FY17: 6 months less the 3 months printed beside them.

Net income: Q1 FY16 and Q1 FY17: 6 months less the 3 months printed beside them.

EPS, diluted: 8 periods, Q1 FY16 to Q4 FY26: quarter's net income to common over its shares, to the cent.

Diluted shares: Q1 FY16: share-days: the 6-month average less the second quarter's. 10 periods, Q4 FY16 to Q4 FY26: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY20: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Packaged Foods nearest Lamb Weston's size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
LWLamb Weston$7.4B29.3×24.4×n/m1.1×+3%3.8%
SFDSmithfield Foods$7.3B7.0×10.1×n/m0.5×+4%6.8%
CPBCAMPBELL'S$6.2B15.7×17.5×n/m0.6×−5%4.1%
INGRIngredion$6B10.4×14.4×n/m0.8×−1%8.2%
HRLHormel Foods$11.6B33.4×23.4×n/m1.0×+1%2.8%
MKCMccormick$12.9B8.7×28.2×n/m1.7×+13%19.4%
SJMJ M SMUCKER$13.9B61.0×21.0×n/m1.5×+5%2.5%
POSTPost$3.5B14.9×18.8×n/m0.4×+6%3.5%
FRPTFreshpet$3.1B17.1×80.3×n/m2.6×+13%17.3%
MZTIMarzetti$3B15.6×31.1×n/m1.5×+1%9.9%
KHCKraft Heinz$29.4Bn/m20.0×12.5×1.2×−2%−13.6%
Peer median$6.8B15.6×20.5×12.5×1.1×+3%5.5%

More on Lamb Weston

Each number over time

Where it ranks

Its groups

About

Industry
Packaged Foods
Sector
Consumer Defensive

Valuation data, not investment advice. Prices as of .