Lamb Weston Holdings Inc vs ArcelorMittal SA — how do they compare? Lamb Weston Holdings Inc trades at $52.79 (market cap $7.12B), while ArcelorMittal SA trades at $73.73 (market cap $55.96B). The key difference: ArcelorMittal SA is far larger — about 7.9× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays the higher dividend (2.93%). Which is the better fit depends on your goals.
| LW | MT | |
|---|---|---|
Market Cap | $7.12B | $55.96B |
Sector | Consumer Staples | Basic Materials |
52-Week High | $66.57 | $75.35 |
52-Week Low | $38.48 | $32.44 |
Enterprise Value | $11.00B | $65.53B |
Dividend Yield | 2.93% | 0.81% |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $52.27, up 0.42% today, with a bullish technical outlook and consistent earnings beats. The stock shows strong profitability with a 16.28% ROE and trades at a P/E of 25.13. Recent Q2 2026 results exceeded expectations with EPS of $0.87 versus $0.626 estimated. The company maintains a solid dividend yield with a recent $0.38 per share payout announced.
The outlook is positive given operational improvements and cost savings, though international headwinds and margin pressures pose risks. Analyst consensus is a 'Hold' with a $53.86 price target, indicating modest upside. Investors should weigh strong North American growth against geopolitical and cost challenges impacting international segments.
ArcelorMittal (MT) trades at $73.29, up 0.1% with bullish technical signals from moving averages despite recent earnings miss. The company shows improving fundamentals with Q2 2026 revenue growth and strong cash flow generation of $4.8B from operations. Recent corporate developments include dividend payments and strategic partnerships with Microsoft, while analyst consensus remains positive with 50% buy ratings.
Outlook remains cautiously optimistic with European business recovery potential, though risks include cyclical steel demand volatility and elevated debt levels. The stock offers value with reasonable P/S (0.89) and P/B (1.01) ratios, but investors should monitor execution on second-half shipment guidance and margin pressures from input costs.
Trailing returns across standard periods
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →