CSX Corporation vs Lamb Weston Holdings Inc — how do they compare? CSX Corporation trades at $47.6 (market cap $86.70B), while Lamb Weston Holdings Inc trades at $49.24 (market cap $6.63B). The key difference: CSX Corporation is far larger — about 13.1× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays the higher dividend (3.16%). Which is the better fit depends on your goals — on Pluang, investors hold CSX Corporation for 55 Days and Lamb Weston Holdings Inc for 66 Days on average.
| CSX | LW | |
|---|---|---|
Market Cap | $86.70B | $6.63B |
Volume | 6,811,485 | 3,860,427 |
Sector | Industrials | Consumer Staples |
52-Week High | $53.21 | $66.57 |
52-Week Low | $33.68 | $38.48 |
Typical Hold Time | 55 Days | 66 Days |
Enterprise Value | $104.66B | $10.42B |
Dividend Yield | 1.2% | 3.16% |
Signals from Pluang's Aura AI — not financial advice
CSX trades at $46.81, down 1.45% today, with a bearish technical signal from moving averages. The company reported mixed quarterly EPS results, missing in Q4 2025 but beating in Q1 and Q2 2026. Revenue has declined from $14.9B in 2022 to $14.1B in 2025, though 2026 projections show a rebound to $14.5B. Analyst consensus is bullish with a $51 price target, supported by strong institutional buying activity reported in recent SEC filings.
The outlook for CSX hinges on earnings recovery and operational efficiency gains. Key opportunities include pricing power in freight rail and dividend growth, while risks involve revenue volatility and high debt levels. The stock offers potential upside to the consensus target but faces headwinds from economic cycles affecting freight demand.
Lamb Weston (LW) trades at $49.46, up 3.24% today, with a bullish technical signal and strong earnings beat history. The stock shows robust fundamentals with a P/E of 26.28 and ROE of 14.17%, supported by consistent revenue growth and positive cash flow trends. Recent news highlights cost savings exceeding $100M and upcoming Q1 earnings, while analyst consensus leans toward a hold with a $53.71 price target.
The outlook for LW is cautiously optimistic, with potential upside from margin recovery and earnings beats, but risks include profit margin volatility and legal scrutiny. Investors should weigh the stock's valuation against operational execution and market sentiment shifts ahead of earnings reports.
Trailing returns across standard periods
Latest headlines on both assets
Operating in the Eastern United States, Class I railroad CSX generated revenue near $12.5 billion in 2021. On its more than 21,000 miles of track, CSX hauls shipments of coal (13% of consolidated revenue), chemicals (22%), intermodal containers (16%), automotive cargo (9%), and a diverse mix of other bulk and industrial merchandise.
Read more on CSX →Lamb Weston is the world's second-largest producer of branded and private-label frozen potato products, such as French fries, sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. The company also has a small appetizer business that produces onion rings, mozzarella sticks, and cheese curds. Including joint ventures, 63% of fiscal 2022 revenue was U.S.-based, with the remainder stemming from Europe, Canada, Japan, China, Korea, Mexico, and several other countries. Lamb Weston's customer mix is estimated 58% quick-serve restaurants, 19% full-service restaurants, 8% other food services (hotels, commercial cafeterias, arenas, schools), and 16% retail. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
Read more on LW →