Lamb Weston Holdings Inc vs Seagate Technology Holdings PLC — how do they compare? Lamb Weston Holdings Inc trades at $52.5 (market cap $7.23B), while Seagate Technology Holdings PLC trades at $886.11 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is far larger — about 25.7× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays the higher dividend (2.89%). Which is the better fit depends on your goals.
| LW | STX | |
|---|---|---|
Market Cap | $7.23B | $185.97B |
Sector | Consumer Staples | Technology |
52-Week High | $66.57 | $1.09K |
52-Week Low | $38.48 | $154.43 |
Enterprise Value | $11.10B | $188.12B |
Dividend Yield | 2.89% | 0.36% |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $51.81, down 0.88% today, with a bullish technical signal and consistent earnings beats. The stock shows strong profitability with a 16.28% ROE and a 4.39% net margin, supported by positive cash flow from operations of $868.3M in 2025. Recent news highlights Q4 2026 results exceeding expectations and a declared $0.38 dividend.
Outlook remains positive with a consensus price target of $53.86, though risks include margin pressure from cost inflation and international headwinds. The stock offers a solid dividend yield and growth potential from operational improvements, but investors should monitor debt levels and competitive dynamics.
Seagate Technology (STX) trades at $800.74, down 1.48% today, with a bearish technical signal but strong recent earnings beats driven by AI storage demand. The company reported Q2 2026 EPS of $5.71, beating expectations of $5.10, with revenue growth and margin expansion supported by its HAMR technology and data center contracts. However, high valuation ratios (P/E 59.03, P/S 15.41) and negative shareholder equity pose fundamental concerns.
The outlook is mixed: AI-driven demand and analyst bullishness (54.91% buy ratings) support upside to the $1,130 consensus target, but elevated valuation, legal settlements, and competitive pressures in the storage market present significant risks. Cash flow volatility and debt levels require monitoring for sustained growth.
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 →