Lamb Weston vs Post
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KIRA’s take AI analyst
I put Lamb Weston and Post side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Lamb Weston turned more of its sales into free cash flow (8.2% FCF margin, against 6.0%).
- 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 14.5x for Post.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Lamb Weston
LW
7/11
5-year growthNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Post
POST
4/11
Revenue growthGross marginOperating marginShare count change
Side by side
Best in the row
| 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 | 14.5x |
| Piotroski F-score | 7 | 4 |
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.