Lamb Weston Holdings Inc vs Old Dominion Freight Line Inc — how do they compare? Lamb Weston Holdings Inc trades at $46.42 (market cap $6.43B), while Old Dominion Freight Line Inc trades at $232.94 (market cap $48.20B). The key difference: Old Dominion Freight Line Inc is far larger — about 7.5× 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 | ODFL | |
|---|---|---|
Market Cap | $6.43B | $48.20B |
Sector | Consumer Staples | Industrials |
52-Week High | $66.57 | $248.73 |
52-Week Low | $38.48 | $126.29 |
Enterprise Value | $10.40B | $47.95B |
Dividend Yield | 3.26% | 0.5% |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $47.26, up 1.0% on the day, with a bullish technical signal from moving averages. The stock shows consistent earnings beats in recent quarters, with Q2 2026 results pending. Revenue reached $6.45B in 2025, though net income margin compressed to 4.61%. Analyst consensus is a $49.33 price target with a mixed buy/hold rating split. Recent news highlights the company's 'Focus to Win' strategy driving North America volume gains and cost savings, alongside ongoing legal challenges.
LW presents a turnaround story with cost-saving initiatives and market share gains supporting upside potential. However, margin pressures, a pending securities lawsuit, and high debt levels pose significant risks. The stock's valuation at a P/E of 21.88 appears reasonable if earnings growth resumes, but investors face headwinds from competitive and operational challenges.
No Aura AI signal available yet.
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 →Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →