Lamb Weston vs J M Smucker
LW and SJM side by side, both in food and kindred products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How LW and SJM compare
J M Smucker is the larger company, worth 1.9 times as much as Lamb Weston ($13.9B against $7.4B).
J M Smucker grew revenue faster over the last twelve months (5.1% versus 2.6% for Lamb Weston).
Lamb Weston keeps more of each dollar of sales as profit, with a net margin of 3.8% compared with 2.5% at J M Smucker.
Both pay dividends: Lamb Weston yields 2.8% and J M Smucker 3.4%.
Lamb Weston scores higher on the StockData Score (12 against 10 for J M Smucker), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | LW | SJM |
|---|---|---|
| Size and price | ||
| Market cap | $7.4B | $13.9B |
| Share price | $54.08 | $129.90 |
| Change, 1 year | −14.4% | 28.3% |
| Change, 5 years | −6.2% | 3.3% |
| Beta (5Y) | 0.52 | 0.17 |
| Employees | 10K | 3,000 |
| StockData Score | ||
| Total score | 12 (better) | 10 |
| Valuation score | 3 (better) | 0 |
| Growth score | 0 | 3 (better) |
| Performance score | 2 | 3 (better) |
| Health score | 3 (better) | 1 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 29.4× | – |
| P/S | 1.1× (better) | 1.5× |
| P/B | 4.1× | 2.4× (better) |
| EV/EBITDA | 12.2× (better) | 24.9× |
| P/FCF | 18.1× | 8.7× (better) |
| FCF yield | 5.5% | 11.4% (better) |
| Fair value | $61.63 | $85.56 |
| Margin of safety | 12.3% (better) | −51.8% |
| Growth | ||
| Revenue growth (TTM) | 2.6% | 5.1% (better) |
| Revenue growth, 5Y average | 12.5% (better) | 2.5% |
| Net income growth (TTM) | −13.4% | – |
| EPS growth (TTM) | −12.0% | – |
| EPS growth, 5Y average | −0.75% | – |
| Profitability | ||
| Gross margin | 19.4% | 38.7% (better) |
| Operating margin | 7.8% | 9.0% (better) |
| Net margin | 3.8% (better) | 2.5% |
| FCF margin | 6.2% | 17.3% (better) |
| Return on equity | 14.2% (better) | 3.9% |
| Return on invested capital | 6.7% (better) | 3.4% |
| Financial health | ||
| Debt / equity | 2.17 | 1.17 (better) |
| Net debt / EBITDA | 4.09 (better) | 8.10 |
| Current ratio | 1.45 (better) | 0.87 |
| Altman Z-score | 2.61 (better) | 1.52 |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 2.8% | 3.4% (better) |
| Payout ratio | 81.6% | 204% |
| Years of dividend growth | 10 | 16 (better) |
| Dividend growth, 5Y average | 10.0% (better) | 4.1% |
| Buyback yield | – | 0.05% |
| Shareholder yield | 2.8% | 3.5% (better) |
| Ownership | ||
| Held by institutions | 94.8% | 87.7% |
| Held by insiders | 10.7% | 0.51% |
| Insider net buying, 12 months | $19.4M (better) | −$17.5M |
| Superinvestors holding | 3 | – |
| Short interest, % of float | 5.8% | 4.0% |
Go deeper
- LW stock overview
- LW income statement
- LW valuation and score
- SJM stock overview
- SJM income statement
- SJM valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.