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Upturn AI Summary - About
Lamb Weston Holdings Inc(LW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LW
11/09/2026: LW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Lamb Weston Holdings Inc is a major player in the frozen potato products industry, serving as a key supplier to large quick-service restaurant chains. The company's primary strength lies in its extensive manufacturing scale and entrenched customer relationships, which support stable, long-term demand. Growth prospects are currently focused on international expansion and operational efficiency improvements through recent network restructurings. Investors must monitor risks related to commodity cost volatility, agricultural disruptions, and ongoing execution challenges in the supply chain. The stock may suit dividend-oriented or value investors looking for exposure to the staples sector, though it carries risks associated with operational performance and cyclical industry pressure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential linked to global food trends but faces cyclical volatility. |
| Momentum investor | Weak fit | Current share price performance has been inconsistent, making it less attractive for momentum strategies. |
| Value investor | Strong fit | Recent market corrections have brought the stock to valuation levels that may appeal to long-term value-oriented investors. |
| Dividend investor | Strong fit | Reliable dividend payments provide steady income for investors seeking stability in the consumer staples sector. |
| Low-risk investor | Mixed fit | While a staple food company, exposure to commodity costs and operational execution risks introduces moderate volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Earnings sensitivity to commodity and energy prices can cause significant stock price swings. |
| Valuation risk | Medium | Market sentiment shifts regarding consumer spending can impact P/E multiples. |
| Competition risk (QSR supply) | High | Intense competition for long-term supply contracts with major chains limits pricing power. |
| Business quality | Strong | The company holds a strong market position and essential status in the food service supply chain. |
| Dividend income | Low | Dividends are stable but do not provide high-growth income characteristics. |
| Execution risk | Medium / high | Complex manufacturing transitions and capacity expansion carry significant operational execution risks. |
Price Behavior

Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.

Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -25.26% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.61B USD | Price to earnings Ratio 30.19 | 1Y Target Price 56 |
Price to earnings Ratio 30.19 | 1Y Target Price 56 | ||
Volume (30-day avg) 2.7M shares | Beta 0.47 | 52 Weeks Range 36.76 - 59.23 | Updated Date 11/08/2026 |
52 Weeks Range 36.76 - 59.23 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 2.76% | Basic EPS (TTM) 1.83 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Frozen Potato Products | French fries, wedges, and specialty potato items sold to QSRs and restaurants. | The company makes money by selling high volumes of potatoes to restaurants, benefiting when people eat out. |
| Geography: North America | Primary revenue source from domestic foodservice and retail channels. | The vast majority of the company's stability comes from the North American appetite for fries. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 30.19 | Forward PE 17.27 | Enterprise Value 11.40B | Price to Sales(TTM) 1.15 |
Enterprise Value 11.40B | Price to Sales(TTM) 1.15 | ||
Enterprise Value to Revenue 1.72 | Enterprise Value to EBITDA 12.4 | Shares Outstanding 137.78M | Shares Floating 136.40M |
Shares Outstanding 137.78M | Shares Floating 136.40M | ||
Percent Insiders 2.75 | Percent Institutions 97.58 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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