Del Monte vs Lamb Weston
Add, change or remove companies; up to four.
The short version
- Lamb Weston is the larger business, with $6.6B of revenue in fiscal 2026 against $4.3B for Del Monte, about 1.5 times as much.
- Lamb Weston grew revenue faster (2.5%, against 1.0%).
- Lamb Weston kept more of each dollar of sales as operating profit (8.9% operating margin, against 3.2%).
- Lamb Weston turned more of its sales into free cash flow (8.2% FCF margin, against 4.2%).
- Lamb Weston earned a higher return on the capital invested in it (7.1%, against 4.5%).
- Investors pay more for each dollar of Del Monte’s earnings: a P/E of 42.2x against 29.4x for Lamb Weston.
| Latest fiscal year | DMC · FY25 | LW · FY26 |
|---|---|---|
| Size | ||
| Market cap | $1.4B | $7.4B |
| Revenue | $4.3B | $6.6B |
| Free cash flow | $181M | $540M |
| Net income | $90.7M | $290M |
| Growth | ||
| Revenue growth | 1.0% | 2.5% |
| 5-year growth | 0.6% | 12.5% |
| Share count change | 0.2% | −2.5% |
| Profitability | ||
| Gross margin | 9.2% | 20.6% |
| Operating margin | 3.2% | 8.9% |
| Net margin | 2.1% | 4.4% |
| FCF margin | 4.2% | 8.2% |
| Return on capital | 4.5% | 7.1% |
| Return on equity | 4.5% | 16.3% |
| Balance sheet | ||
| Net debt | $142M | $3.9B |
| Net debt / EBITDA | 0.7x | 3.9x |
| Dividends and buybacks | $87.2M | $208M |
| Valuation & quality | ||
| P/E | 42.2x | 29.4x |
| Piotroski F-score | 7 | 7 |
Revenue
FY17
DMC $4.1B
LW $3.2B
FY18
DMC $4.5B
LW $3.4B
FY19
DMC $4.5B
LW $3.8B
FY20
DMC $4.2B
LW $3.8B
FY21
DMC $4.3B
LW $3.7B
FY22
DMC $4.4B
LW $4.1B
FY23
DMC $4.3B
LW $5.4B
FY24
DMC $4.3B
LW $6.5B
FY25
DMC $4.3B
LW $6.5B
FY26
DMC —
LW $6.6B
DMC
LW
Operating margin
FY17
DMC 3.7%
LW 16.4%
FY18
DMC 0.9%
LW 16.9%
FY19
DMC 2.5%
LW 17.8%
FY20
DMC 1.8%
LW 14.7%
FY21
DMC 2.6%
LW 12.9%
FY22
DMC 3.5%
LW 10.8%
FY23
DMC 1.4%
LW 16.5%
FY24
DMC 4.6%
LW 16.5%
FY25
DMC 3.2%
LW 10.3%
FY26
DMC —
LW 8.9%
DMC
LW
Free cash flow
FY17
DMC $55.7M
LW $160M
FY18
DMC $96.1M
LW $174M
FY19
DMC $46.8M
LW $347M
FY20
DMC $30.6M
LW $406M
FY21
DMC $30.0M
LW $406M
FY22
DMC $13.7M
LW $129M
FY23
DMC $120M
LW $108M
FY24
DMC $131M
LW −$131M
FY25
DMC $181M
LW $230M
FY26
DMC —
LW $540M
DMC
LW
Return on capital
FY17
DMC 6.0%
LW 21.4%
FY18
DMC 0.8%
LW 24.4%
FY19
DMC 3.7%
LW 24.4%
FY20
DMC 3.0%
LW 18.0%
FY21
DMC 4.7%
LW —
FY22
DMC 5.4%
LW —
FY23
DMC 1.2%
LW 20.2%
FY24
DMC 7.2%
LW 15.5%
FY25
DMC 4.5%
LW 8.1%
FY26
DMC —
LW 7.1%
DMC
LW
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.