Lamb Weston Holdings Inc vs Nucor Corporation — how do they compare? Lamb Weston Holdings Inc trades at $46.87 (market cap $6.43B), while Nucor Corporation trades at $235.87 (market cap $52.55B). The key difference: Nucor Corporation is far larger — about 8.2× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays the higher dividend (3.26%). Which is the better fit depends on your goals.
| LW | NUE | |
|---|---|---|
Market Cap | $6.43B | $52.55B |
Sector | Consumer Staples | Basic Materials |
52-Week High | $66.57 | $266.35 |
52-Week Low | $38.48 | $131.78 |
Enterprise Value | $10.40B | $57.19B |
Dividend Yield | 3.26% | 0.97% |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $46.59, down 0.43% today, with a bullish technical signal from moving averages and a consensus analyst price target of $49.33. The company reported revenue of $6.45B in 2025 and has beaten EPS estimates in the last three quarters. Recent news highlights its 'Focus to Win' strategy showing traction, with volume gains in North America and cost-saving initiatives supporting its turnaround.
The outlook remains cautiously optimistic, with potential upside from continued earnings beats and strategic execution, but risks include a pending class-action lawsuit, margin pressures, and high debt levels. Analyst sentiment is mixed, with 35% buy ratings, reflecting confidence in the turnaround amid operational challenges.
Nucor (NUE) trades at $231.86, down 2.01% today, with a bullish technical signal from moving averages and a consensus analyst price target of $263.11. Recent earnings beat expectations in Q1 2026 with EPS of $3.23 versus $2.82 forecast, though Q4 2025 missed. Revenue trends show recovery from $30.7B in 2024 to $32.5B in 2025, with net income margin improving to 6.82% in 2026 projections. The company maintains a strong balance sheet with a debt-to-asset ratio of 20.23% in 2025 and recently announced a joint venture to support AI power infrastructure.
Outlook remains positive driven by higher steel prices and strategic expansions, but risks include cyclical demand weakness and volatile cash flows. Analyst sentiment is bullish with 62.5% buy ratings, supporting potential upside from current levels, though investors should monitor execution on Q2 2026 earnings expected at $4.45 EPS.
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 →Nucor Corp manufactures steel and steel products. The company also produces direct reduced iron for use in its steel mills. The operations include international trading and sales companies that buy and sell steel and steel products manufactured by the company and others. The operating business segments are: steel mills, steel products and raw materials, the steel mills segment derives maximum revenue.
Read more on NUE →