Análisis Argos
LW
LWCara
Lamb Weston Holdings, Inc. · Consumer Defensive
US$ 54.62
precio al 2026-07-28
Valor justo Argos*
US$ 20–22
vs. su valor justo
149% por encima
Score Argos
52/100
LA RESPUESTA
El mercado le pide crezca 36.7% al año — más de lo que ha demostrado (2.7%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO3/6SALUD2/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO3/6SALUD2/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos52de 100Cara
Ingresos2%
US$ 6.6 B
Margen operativo14%
8.9%
Flujo de caja libre178%
US$ 0.6 B
Deuda neta
US$ 3.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 7.5B
P/E26x
EV/EBITDA19.3x
FCF yield8.4%
ROIC7.1%
Margen operativo8.9%
Crecim. ingresos+2.5%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 8 jul
Will Lamb Weston (LW) Beat Estimates Again in Its Next Earnings Report?
Lamb Weston (LW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
zacks.com · 8 jul
These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
zacks.com · 7 jul
Is Lamb Weston's Focus to Win Strategy Starting to Pay Off?
LW's "Focus to Win" strategy is showing early traction, with North America volume gains, cost savings and sharper capital discipline supporting its turnaround.
gurufocus.com · 24 jun
Lamb Weston to Announce Fourth Quarter and Full Fiscal Year 2026 Financial Results on July 24, 2026
Lamb Weston Holdings, Inc. (NYSE: LW) announced today it will report fourth quarter and full fiscal year 2026 financial results on July 24, 2026. The news rele
businesswire.com · 24 jun
Lamb Weston to Announce Fourth Quarter and Full Fiscal Year 2026 Financial Results on July 24, 2026
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today it will report fourth quarter and full fiscal year 2026 financial results on July 24, 2026. The news release will be issued at approximately 8:00 a.m. ET, followed by a conference call at 9:00 a.m. ET. The webcast and accompanying materials will be available on Lamb Weston's Investor Relations page at https://investors.lambweston.com/news-events/events-and-presentations. Alternatively, participants in the U.S.
247wallst.com · 13 jun
The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks
Starboard Value, the activist hedge fund led by Jeff Smith, fully exited its positions in Salesforce (NYSE:CRM | CRM Price Prediction) and Autodesk (NASDAQ:ADSK) during the first quarter of 2026, disclosed in a 13F filed May 15, 2026.
businesswire.com · 8 jun
Hagens Berman: Judge Denies Motions to Dismiss Groundwater Contamination Lawsuit Against Port of Morrow and Commercial Operators
PENDLETON, Ore.--(BUSINESS WIRE)---- $LW #classaction--A judge denied motions to dismiss a lawsuit alleging nitrate contamination of groundwater in Oregon's Lower Umatilla Basin according to Hagens Berman.
gurufocus.com · 5 jun
Did Lamb Weston Holdings, Inc. Insiders Breach their Fiduciary Duties to Shareholders?
Did Lamb Weston Holdings, Inc. Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK, Jun

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.