Lamb Weston vs J.M. Smucker
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KIRA’s take AI analyst
I put Lamb Weston and J.M. Smucker side by side, using each one’s latest annual report. Here is what stands out:
- J.M. Smucker is the larger business, with $9.1B of revenue in fiscal 2026 against $6.6B for Lamb Weston.
- J.M. Smucker grew revenue faster (3.7%, against 2.5%).
- Lamb Weston kept more of each dollar of sales as operating profit (8.9% operating margin, against 4.0%).
- J.M. Smucker turned more of its sales into free cash flow (12.8% FCF margin, against 8.2%).
- Lamb Weston earned a higher return on the capital invested in it (7.1%, against 2.2%).
- Investors pay more for each dollar of J.M. Smucker’s earnings: a P/E of 60.7x against 29.4x for Lamb Weston.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Lamb Weston
LW
6/9
5-year growthOperating marginNet marginReturn on capitalReturn on equityNet debt / EBITDA
J.M. Smucker
SJM
3/9
Revenue growthGross marginFCF margin
Side by side
Best in the row
| Latest fiscal year | LW FY26 | SJM FY26 |
|---|---|---|
| Size | ||
| Market cap | $7.4B | — |
| Revenue | $6.6B | $9.1B |
| Free cash flow | $540M | $1.2B |
| Net income | $290M | −$139M |
| Growth | ||
| Revenue growth | 2.5% | 3.7% |
| 5-year growth | 12.5% | 2.5% |
| Share count change | −2.5% | — |
| Profitability | ||
| Gross margin | 20.6% | 33.5% |
| Operating margin | 8.9% | 4.0% |
| Net margin | 4.4% | −1.5% |
| FCF margin | 8.2% | 12.8% |
| Return on capital | 7.1% | 2.2% |
| Return on equity | 16.3% | −2.4% |
| Balance sheet | ||
| Net debt | $3.9B | $6.9B |
| Net debt / EBITDA | 3.9x | 7.5x |
| Dividends and buybacks | $208M | $470M |
| Valuation & quality | ||
| P/E | 29.4x | 60.7x |
| Piotroski F-score | 7 | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.