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Lamb Weston Holdings vs Post Holdings

Post Holdings is the larger business, with $8.16bn of revenue in fiscal 2025 against $6.61bn for Lamb Weston Holdings (1.2 times as much). Post Holdings grew faster (3.0% against 2.5%). Lamb Weston Holdings kept more of each dollar of sales as profit: a net margin of 4.4% against 4.1%. Post Holdings carries less debt relative to equity (198.6% against 215.3%).

Latest fiscal yearLamb Weston HoldingsLW, 2026Post HoldingsPOST, 2025
Revenue $6.61bn $8.16bn
Revenue growth 2.5% 3.0%
Net income $290m $336m
Operating margin 8.9% 9.8%
Net margin 4.4% 4.1%
Return on equity 16.3% 8.6%
Free cash flow $540m $488m
Cash $68.2m $177m
Total debt $3.93bn $7.45bn
Debt to equity 215.3% 198.6%
Dividend per share $1.50 —
Dividend yield 2.7% —
Share buybacks — $709m
Employees 10,000 13,180
Market value $7.81bn $4.40bn
Price vs our value range — Within our value range
Moat score 71 (Strong) 61 (Moderate)
Insider trades, 12 months 10 buys, 0 sales 1 buys, 8 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.