General Mills Inc (GIS)vsLamb Weston Holdings Inc (LW)
GIS
General Mills Inc
$33.05
-1.25%
CONSUMER DEFENSIVE · Cap: $17.71B
LW
Lamb Weston Holdings Inc
$53.49
-0.54%
CONSUMER DEFENSIVE · Cap: $7.38B
Smart Verdict
WallStSmart Research — data-driven comparison
General Mills Inc generates 176% more annual revenue ($18.30B vs $6.62B). LW leads profitability with a 3.9% profit margin vs -4.9%. LW appears more attractively valued with a PEG of 0.74. LW earns a higher WallStSmart Score of 49/100 (D+).
GIS
Hold42
out of 100
Grade: D
LW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GIS.
Margin of Safety
+26.6%
Fair Value
$68.43
Current Price
$53.49
$14.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
ROE of -12.0% — below average capital efficiency
Moderate valuation
0.7% revenue growth
3.9% margin — thin
Earnings declined 54.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : GIS
The strongest argument for GIS centers on Price/Book.
Bull Case : LW
The strongest argument for LW centers on PEG Ratio. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bear Case : GIS
The primary concerns for GIS are Altman Z-Score, Debt/Equity, PEG Ratio. Debt-to-equity of 1.83 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
GIS profiles as a turnaround stock while LW is a value play — different risk/reward profiles.
LW carries more volatility with a beta of 0.47 — expect wider price swings.
LW is growing revenue faster at 0.7% — sustainability is the question.
GIS generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
LW scores higher overall (49/100 vs 42/100). Both earn "Hold" 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.
General Mills Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
General Mills, Inc., is an American multinational manufacturer and marketer of branded consumer foods sold through retail stores. It is headquartered in Golden Valley, Minnesota, a suburb of Minneapolis.
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.
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