CVS Health Corp vs Lamb Weston Holdings Inc — how do they compare? CVS Health Corp trades at $86.37 (market cap $112.29B), while Lamb Weston Holdings Inc trades at $48.22 (market cap $6.81B). The key difference: CVS Health Corp is far larger — about 16.5× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays the higher dividend (3.07%). Which is the better fit depends on your goals — on Pluang, investors hold CVS Health Corp for 83 Days and Lamb Weston Holdings Inc for 66 Days on average.
| CVS | LW | |
|---|---|---|
Market Cap | $112.29B | $6.81B |
Volume | 7,763,676 | 4,638,686 |
Sector | Health | Consumer Staples |
52-Week High | $110.60 | $66.57 |
52-Week Low | $70.08 | $38.48 |
Typical Hold Time | 83 Days | 66 Days |
Enterprise Value | $174.64B | $10.61B |
Dividend Yield | 3.03% | 3.07% |
Signals from Pluang's Aura AI — not financial advice
CVS Health trades at $87.12, down 0.94% on the day, with strong analyst support showing 85% buy ratings and a $111.20 consensus price target. The stock demonstrates solid revenue growth, reaching $402.07 billion in 2025, though net margins compressed to 1.18%. Recent quarterly earnings have consistently beaten expectations, with Q2 2026 EPS of $2.58 surpassing the $1.85 forecast. Technical indicators show a bearish trend with key support at $85.
CVS presents a compelling value opportunity with attractive valuation ratios (P/E 23.17, P/S 0.27) and consistent dividend payments. However, declining profit margins and ongoing regulatory scrutiny pose risks. The company's Medicare expansion and healthcare services growth provide upside potential, but investors should monitor reimbursement pressures and competitive dynamics in the evolving healthcare landscape.
Lamb Weston (LW) trades at $48.36, up 0.56% on the day, with a bullish technical signal and consistent earnings beats in recent quarters. The stock shows strong profitability with a 14.17% ROE and trades at a P/E of 27.03. Recent news highlights cost savings exceeding $100 million and anticipation for Q1 2026 earnings. The consensus price target is $53.71, suggesting potential upside from current levels.
The outlook is cautiously optimistic given earnings momentum and analyst support, but risks include margin pressure from rising costs and ongoing legal scrutiny. Net income margin declined to 3.85% in 2025 from 11.21% in 2024, reflecting operational challenges. Investor sentiment is mixed amid institutional positioning shifts and pending earnings results.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Following its acquisition of Aetna in late 2018, CVS Health now provides an even more integrated healthcare-services offering for its members. Legacy CVS combined both the largest pharmacy benefit manager, processing over 2 billion adjusted claims annually, and a sizable pharmacy operation, including nearly 10,000 retail pharmacy locations primarily in the U.S. Adding a managed-care organization with 24 million medical members gives the company a strong position in the insurance industry and should help CVS better control overall healthcare costs for its clients.
Read more on CVS →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 →