Lamb Weston
LW · Packaged Foods & Meats
$53.83
2.4%Post
POST · Packaged Foods & Meats
$80.56
1.8%The short version
- Post is the larger business, with $8.2B of revenue in fiscal 2025 against $6.6B for Lamb Weston.
- Post kept more of each dollar of sales as operating profit (9.8% operating margin, against 8.9% operating margin).
- Lamb Weston turned more of its sales into free cash flow (8.2% FCF margin, against 6.0% FCF margin).
- Lamb Weston earned a higher return on the capital invested in it (7.1%, against 5.7%).
- Investors pay more for each dollar of Lamb Weston’s earnings: a P/E of 29.4x against 14.7x for Post.
| Latest fiscal year | LW · FY26 | POST · FY25 |
|---|---|---|
| Size | ||
| Market cap | $7.4B | $4.1B |
| Revenue | $6.6B | $8.2B |
| Free cash flow | $540M | $488M |
| Net income | $290M | $336M |
| Growth | ||
| Revenue growth | 2.5% | 3.0% |
| 5-year growth | 12.5% | 11.6% |
| Share count change | −2.5% | −6.0% |
| Profitability | ||
| Gross margin | 20.6% | 28.7% |
| Operating margin | 8.9% | 9.8% |
| Net margin | 4.4% | 4.1% |
| FCF margin | 8.2% | 6.0% |
| Return on capital | 7.1% | 5.7% |
| Return on equity | 16.3% | 8.6% |
| Balance sheet | ||
| Net debt | $3.9B | $7.3B |
| Net debt / EBITDA | 3.9x | 5.5x |
| Dividends and buybacks | $208M | $709M |
| Valuation & quality | ||
| P/E | 29.4x | 14.7x |
| Piotroski F-score | 7 | 4 |
FY17
LW $3.2B
POST $5.2B
FY18
LW $3.4B
POST $6.3B
FY19
LW $3.8B
POST $5.7B
FY20
LW $3.8B
POST $4.7B
FY21
LW $3.7B
POST $5.0B
FY22
LW $4.1B
POST $5.9B
FY23
LW $5.4B
POST $7.0B
FY24
LW $6.5B
POST $7.9B
FY25
LW $6.5B
POST $8.2B
FY26
LW $6.6B
POST —
LW
POST
FY17
LW 16.4%
POST 9.9%
FY18
LW 16.9%
POST 9.2%
FY19
LW 17.8%
POST 13.8%
FY20
LW 14.7%
POST 11.4%
FY21
LW 12.9%
POST 9.8%
FY22
LW 10.8%
POST 7.1%
FY23
LW 16.5%
POST 8.6%
FY24
LW 16.5%
POST 10.0%
FY25
LW 10.3%
POST 9.8%
FY26
LW 8.9%
POST —
LW
POST
FY17
LW $160M
POST $196M
FY18
LW $174M
POST $494M
FY19
LW $347M
POST $414M
FY20
LW $406M
POST $393M
FY21
LW $406M
POST $397M
FY22
LW $129M
POST $127M
FY23
LW $108M
POST $447M
FY24
LW −$131M
POST $502M
FY25
LW $230M
POST $488M
FY26
LW $540M
POST —
LW
POST
FY17
LW 21.4%
POST 4.5%
FY18
LW 24.4%
POST 6.4%
FY19
LW 24.4%
POST 8.5%
FY20
LW 18.0%
POST 4.8%
FY21
LW —
POST 4.1%
FY22
LW —
POST 4.4%
FY23
LW 20.2%
POST 4.9%
FY24
LW 15.5%
POST 6.2%
FY25
LW 8.1%
POST 5.7%
FY26
LW 7.1%
POST —
LW
POST
Add another company
Compare up to four at once.
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.