Lamb Weston Holdings Inc (LW)vsThe J. M. Smucker Company (SJM)
LW
Lamb Weston Holdings Inc
$53.49
-0.54%
CONSUMER DEFENSIVE · Cap: $7.38B
SJM
The J. M. Smucker Company
$125.46
-1.53%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
The J. M. Smucker Company generates 38% more annual revenue ($9.16B vs $6.62B). LW leads profitability with a 3.9% profit margin vs 2.5%. LW appears more attractively valued with a PEG of 0.74. SJM earns a higher WallStSmart Score of 51/100 (C-).
LW
Hold49
out of 100
Grade: D+
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.6%
Fair Value
$68.43
Current Price
$53.49
$14.94 discount
Margin of Safety
+13.8%
Fair Value
$128.91
Current Price
$125.46
$3.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
0.7% revenue growth
3.9% margin — thin
Earnings declined 54.3%
Expensive relative to growth rate
ROE of 4.0% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : LW
The strongest argument for LW centers on PEG Ratio. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : LW
The primary concerns for LW are P/E Ratio, Revenue Growth, Profit Margin. Debt-to-equity of 2.17 is elevated, increasing financial risk. Thin 3.9% margins leave little buffer for downturns.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, Profit Margin. A P/E of 59.5x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
LW carries more volatility with a beta of 0.47 — expect wider price swings.
SJM is growing revenue faster at 5.0% — sustainability is the question.
SJM generates stronger free cash flow (337M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SJM scores higher overall (51/100 vs 49/100). LW offers better value entry with a 26.6% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Lamb Weston Holdings Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries and other frozen potato products. It is headquartered in Eagle, Idaho.
Visit Website →The J. M. Smucker Company
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The J. M. Smucker Company, also known as Smucker and Smucker's, is an American manufacturer of jam, peanut butter, jelly, fruit syrups, beverages, shortening, ice cream toppings, and other products in North America. Smucker's headquarters are located in Orrville, Ohio.
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