Lamb Weston Holdings Inc vs Shopify Inc. — how do they compare? Lamb Weston Holdings Inc trades at $52.79 (market cap $7.23B), while Shopify Inc. trades at $150.25 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 27.2× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays a 2.89% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| LW | SHOP | |
|---|---|---|
Market Cap | $7.23B | $196.35B |
Sector | Consumer Staples | Technology |
52-Week High | $66.57 | $179.01 |
52-Week Low | $38.48 | $95.40 |
Enterprise Value | $11.10B | $191.59B |
Dividend Yield | 2.89% | — |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $53.10, up 2.49% with a bullish technical signal. The stock shows strong earnings momentum with four consecutive quarterly beats, including Q2 2026 EPS of $0.87 versus $0.62 expected. Valuation metrics include a P/E of 25.28 and P/S of 1.11. Recent news highlights institutional buying and upcoming management participation in investor events, while fundamentals show $6.45B revenue with 4.39% net margin.
LW presents a mixed outlook with solid operational performance offset by margin pressure. The consensus price target of $53.86 offers limited upside, while analyst sentiment leans neutral (63% Hold). Key risks include international headwinds and cost inflation, but North American volume growth and dividend yield of 3.1% provide support. The stock trades near fair value with balanced risk-reward.
Shopify (SHOP) trades at $149.19, down 3.86% over 24 hours, but maintains a bullish technical outlook with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with 30%+ GMV growth, while revenue reached $11.56 billion in 2025. Analyst sentiment is overwhelmingly positive, with 65.6% recommending Buy and a consensus price target of $166.39.
Outlook remains favorable driven by AI commerce integration and expanding payments, but high valuation multiples (P/E 103.11) pose risks if growth slows. Key supports include operational cash flow growth to $2.03 billion in 2025, though competition and macroeconomic pressures require monitoring for sustained upside.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →