Kraft Heinz Co (KHC)vsLamb Weston Holdings Inc (LW)
KHC
Kraft Heinz Co
$21.51
+0.89%
CONSUMER DEFENSIVE · Cap: $25.24B
LW
Lamb Weston Holdings Inc
$41.79
+0.72%
CONSUMER DEFENSIVE · Cap: $5.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Kraft Heinz Co generates 285% more annual revenue ($24.94B vs $6.47B). LW leads profitability with a 6.1% profit margin vs -23.4%. LW appears more attractively valued with a PEG of 0.77. LW earns a higher WallStSmart Score of 57/100 (C).
KHC
Buy51
out of 100
Grade: C-
LW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for KHC.
Margin of Safety
-167.7%
Fair Value
$18.77
Current Price
$41.79
$23.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Generating 1.2B in free cash flow
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
ROE of -12.8% — below average capital efficiency
Revenue declined 3.4%
Earnings declined 69.2%
Distress zone — elevated risk
1.1% revenue growth
Grey zone — moderate risk
6.1% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : KHC
The strongest argument for KHC centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bull Case : LW
The strongest argument for LW centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : KHC
The primary concerns for KHC are Return on Equity, Revenue Growth, EPS Growth.
Bear Case : LW
The primary concerns for LW are Revenue Growth, Altman Z-Score, Profit Margin. Debt-to-equity of 2.25 is elevated, increasing financial risk.
Key Dynamics to Monitor
KHC profiles as a turnaround stock while LW is a value play — different risk/reward profiles.
LW carries more volatility with a beta of 0.43 — expect wider price swings.
LW is growing revenue faster at 1.1% — sustainability is the question.
KHC generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
LW scores higher overall (57/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Kraft Heinz Co
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The Kraft Heinz Company (KHC), commonly known as Kraft Heinz, is an American food company formed by the merger of Kraft Foods and Heinz, co-headquartered in Chicago, Illinois, and Pittsburgh, Pennsylvania.
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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