Lamb Weston Holdings Inc vs Annaly Capital Management, Inc. — how do they compare? Lamb Weston Holdings Inc trades at $48.5 (market cap $6.81B), while Annaly Capital Management, Inc. trades at $18.19 (market cap $13.77B). The key difference: Annaly Capital Management, Inc. is far larger — about 2× Lamb Weston Holdings Inc's market cap, and Annaly Capital Management, Inc. pays the higher dividend (16.42%). Which is the better fit depends on your goals — on Pluang, investors hold Lamb Weston Holdings Inc for 66 Days and Annaly Capital Management, Inc. for 92 Days on average.
| LW | NLY | |
|---|---|---|
Market Cap | $6.81B | $13.77B |
Volume | 4,638,686 | 21,283,879 |
Sector | Consumer Staples | Real Estate |
52-Week High | $66.57 | $24.40 |
52-Week Low | $38.48 | $17.93 |
Typical Hold Time | 66 Days | 92 Days |
Enterprise Value | $10.61B | $135.80B |
Dividend Yield | 3.07% | 16.42% |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $48.09, up 0.38% 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 analyst anticipation for upcoming Q1 earnings. The consensus price target is $53.71, suggesting potential upside from current levels.
The outlook is cautiously optimistic, supported by earnings momentum and operational improvements, but risks include margin pressure from rising costs and a high debt load. Investor sentiment is mixed amid legal scrutiny and institutional selling, requiring careful monitoring of execution against guidance.
NLY trades at $18.07, up 0.78% today, with a bearish technical signal despite oversold RSI readings. The stock offers a high dividend yield near 15% and trades below book value (P/B 0.91). Recent quarters show consistent EPS beats, with Q3 2026 results pending. The company's portfolio expansion to $107 billion in 2026 supports earnings growth, though cash flow trends show heavy reliance on financing activities.
The outlook balances high income potential against interest rate sensitivity. Analyst consensus is bullish with a $22 price target, but rising debt-to-asset ratios and mortgage rate volatility pose risks. Sustainable dividend coverage remains key for total return prospects amid market uncertainty.
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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 →Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →