LW vs USFD
Lamb Weston Holdings, Inc. vs US Foods — AI-powered side-by-side comparison
LW
Lamb Weston Holdings, Inc.
51
Watch
VS
| Metric | LW | USFD |
|---|
| AI Score |
51
|
64
|
| Price |
$52.63
|
$110.56
|
| P/E Ratio |
25.04×
|
33.49×
|
| ROE |
15.9%
|
15.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
20.6%
|
17.6%
|
| Debt / Equity |
2.16×
|
1.22×
|
| Dividend Yield |
2.9%
|
0.0%
|
| RSI (14) |
59.5
|
77.9
|
| Beta |
0.458
|
0.818
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for LW versus USFD.
USFD leads by 13 points.
USFD scores 64/100 (Buy) versus LW at 51/100 (Watch).
LW Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — eps declining -16.6% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 16.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.9% pays you to wait — Value
- Price structure making higher highs and higher lows — Technical
Bear Case
- Debt-to-equity of 2.15 adds balance-sheet risk to the value case — Value
- EPS declining -16.6% YoY despite any revenue growth — Growth
- MACD histogram negative -- bearish momentum — Technical
USFD Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 16.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- RSI at 78 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical
- Bollinger bandwidth of 16.6% signals elevated volatility — Risk