Lamb Weston Holdings Inc vs Rockwell Automation — how do they compare? Lamb Weston Holdings Inc trades at $46.44 (market cap $6.46B), while Rockwell Automation trades at $464.41 (market cap $51.39B). The key difference: Rockwell Automation is far larger — about 8× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays the higher dividend (3.25%). Which is the better fit depends on your goals.
| LW | ROK | |
|---|---|---|
Market Cap | $6.46B | $51.39B |
Sector | Consumer Staples | Industrials |
52-Week High | $66.57 | $495.08 |
52-Week Low | $38.48 | $328.67 |
Enterprise Value | $10.42B | $55.02B |
Dividend Yield | 3.25% | 1.2% |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $46.79, down 0.28% on the day, with a bullish technical signal from moving averages. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 results pending. Revenue remains stable at $6.45B for 2025, though net income margin declined to 4.61%. Analysts maintain a consensus price target of $49.33 with 35% buy ratings. Recent news highlights the company's 'Focus to Win' strategy showing early traction with cost savings and market share gains.
LW presents a mixed outlook with strong execution offset by margin pressures. The stock offers modest upside to analyst targets with supportive technicals, but faces risks from ongoing litigation and margin compression. Institutional interest remains positive with activist involvement, though investors should monitor Q2 earnings results due July 24, 2026 for confirmation of turnaround progress.
Rockwell Automation (ROK) trades at $461.85, down 1.46% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 results pending. Recent partnerships with Aalo Atomics and recognition as a Global Lighthouse facility highlight growth in industrial automation. Valuation metrics show a P/E of 47.96 and P/S of 5.91, while profitability remains solid with a 12.45% net income margin.
ROK presents a mixed outlook with strong operational cash flow of $1.54B in 2025 and positive analyst sentiment (30.77% buy ratings), but faces valuation concerns and competitive pressures. The consensus price target of $471.71 suggests modest upside potential. Key risks include execution challenges in scaling MES integration and macroeconomic sensitivity in industrial spending.
Trailing returns across standard periods
Latest headlines on both assets
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 →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →