Lamb Weston Holdings Inc vs Seagate Technology Holdings PLC — how do they compare? Lamb Weston Holdings Inc trades at $46.87 (market cap $6.43B), while Seagate Technology Holdings PLC trades at $896.59 (market cap $181.56B). The key difference: Seagate Technology Holdings PLC is far larger — about 28.2× 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 | STX | |
|---|---|---|
Market Cap | $6.43B | $181.56B |
Sector | Consumer Staples | Technology |
52-Week High | $66.57 | $1.09K |
52-Week Low | $38.48 | $146.59 |
Enterprise Value | $10.40B | $184.59B |
Dividend Yield | 3.26% | 0.37% |
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.
Seagate Technology (STX) trades at $801.81, up 1.89% with strong recent earnings beats and AI-driven storage demand. The stock shows bearish technical signals but benefits from robust fundamentals including 21.6% net margin and 96.27% ROE. Recent analyst upgrades highlight confidence in AI infrastructure growth, though high valuations (P/E 74.73) and negative shareholder equity pose challenges.
Outlook remains positive with AI storage tailwinds and $987.86 consensus price target suggesting 23% upside. Key risks include elevated debt levels (73.31% debt-to-asset ratio) and competitive pressures. The Q2 2026 earnings report on July 28, 2026 will be critical for validating current growth trajectory amid volatile memory markets.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →