Lamb Weston Holdings Inc vs Trip.com Group Ltd — how do they compare? Lamb Weston Holdings Inc trades at $52.79 (market cap $7.23B), while Trip.com Group Ltd trades at $46 (market cap $29.10B). The key difference: Trip.com Group Ltd is far larger — about 4× 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 | TCOM | |
|---|---|---|
Market Cap | $7.23B | $29.10B |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $66.57 | $78.96 |
52-Week Low | $38.48 | $39.84 |
Enterprise Value | $11.10B | $21.75B |
Dividend Yield | 2.89% | 0.42% |
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 →Trip.com is the largest online travel agent in China and is positioned to benefit from the country's rising demand for higher-margin outbound travel as passport penetration is only 12% in China. The company generated about 78% of sales from accommodation reservations and transportation ticketing in 2020. The rest of revenue comes from package tours and corporate travel. Prior to the pandemic in 2019, the company generated 25% of revenue from international business, which is important to its margin expansion. Most of sales come from websites and mobile platforms, while the rest come from call centers. The competes in a crowded OTA industry in China, including Meituan, Alibaba-backed Fliggy, Toncheng, and Qunar. The company was founded in 1999 and listed on the Nasdaq in December 2003.
Read more on TCOM →