LW Lamb Weston Holdings, Inc.
XNYS
56.06
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
LW
$56.06
—
What changed
Recent filings, trades and moves- Nov 12 8-K: Other events
- Oct 30 Short interest down 13% to 8.4M shares
Key stats
$56.06
- 52-Week Range
- $37.62 – $61.00
- YTD
- +32.56%
- IV Rank (30D)
- 29.02
- Straddle Price
- $5.08
- P/C Vol Ratio
- 1.61
- Market Cap
- $7.6B
- Open
- $55.58
- Day Range
- $55.30 – $56.88
- Volume
- 1,456,882
- Prev Close
- $55.23
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.88% |
| Beta vs SPY | 0.68 |
| Cost of Equity (CAPM) | 8.26% (VRP-adj) |
| WACC | 7.15% |
| Volatility Risk Premium | +13.9pp (IV − HV30) |
| Effective Tax Rate | 27.6% |
| Rev. Growth (YoY, DCF input) | +3.2% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.4B |
| Return on Equity (TTM) | 14.1% |
| Book / Price | 23.7% |
| Gross Margin (TTM) | 19.4% |
| FCF Margin (TTM) | 6.2% |
| Debt / Equity | 1.98 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +6.8% (reverse-DCF on current price) |
| SMA 50 | $50.24 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $54.80 |
| Bollinger Width / SMA20 | 10.0% (drives anchor stability) |
| Net Debt | $3.4B |
| Market Cap | $8B |
Peers used for multiples: CAG, COCO, CPB, FRPT, IPAR, KO, PSMT, TAP
60-Day Conviction
38%
20-Day Fair Value
≈ by Dec 14, 2026
$56.21
α +0.3%
rank 21%
conviction
24%
40-Day Fair Value
≈ by Jan 12, 2027
$55.89
α -0.3%
rank 21%
conviction
12%
60-Day Fair Value
≈ by Feb 10, 2027
$55.29
α -1.4%
rank 21%
conviction
38%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $43.48 | 18% | |
| DDM (Gordon) | $31.14 | 14% | |
| Peer P/E | $47.62 | 5% | median 25.1× · 7 peers |
| Peer EV/EBITDA | $83.42 | 5% | median 14.4× · 8 peers |
| Peer P/B | $39.71 | 5% | median 3.0× · 8 peers |
| Peer P/S | $85.90 | 5% | median 1.7× · 8 peers |
| Market Anchor (SMA50) | $50.24 | 35% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $55.66 | 12% | 14 strikes · skew -0.69 |
As of 2026-11-13 · updated
Related
About
- Industry (SIC)
- CANNED, FROZEN & PRESERVD FRUIT, VEG & FOOD SPECIALTIES (2030) · industry map
- Exchange
- XNYS
- Market Cap
- $7.6B
- Employees
- 10,000
- List Date
- 2016-11-01
- CIK
- 0001679273
- Next Earnings
- 2026-12-18 (Pre-Market)
- EPS Forecast
- $0.87
- Headquarters
- Eagle, ID
- Homepage
- https://www.lambweston.com
Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by french fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Roughly two thirds of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single-largest customer at 15% of fiscal 2025 sales, with no other company representi…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -1.28% | 0.45% | 14.49% | -3.87% | -9.24% | 8.61% | 1.53% |
| Feb | 5.52% | 2.85% | 1.04% | -3.06% | -13.97% | 7.04% | -0.10% |
| Mar | -4.66% | -6.02% | 3.60% | 4.39% | 6.56% | -9.66% | -0.97% |
| Apr | 3.10% | 8.01% | 7.28% | -20.61% | -0.94% | 13.18% | 1.67% |
| May | 1.48% | 2.60% | -0.88% | 7.38% | 7.04% | -1.55% | 2.68% |
| Jun | -3.93% | 7.35% | 2.57% | -3.74% | -5.45% | 1.43% | -0.30% |
| Jul | -17.34% | 11.16% | -9.98% | -27.46% | 8.97% | 18.84% | -2.64% |
| Aug | -3.27% | -1.33% | -5.58% | 4.40% | 2.75% | 2.91% | -0.02% |
| Sep | -6.42% | -2.69% | -4.95% | 4.89% | 2.71% | -20.74% | -4.53% |
| Oct | -10.11% | 12.51% | -2.63% | 19.69% | -0.45% | 31.33% | 8.39% |
| Nov | -9.80% | 0.84% | 9.97% | 0.19% | -5.90% | -0.92%* | -0.94% |
| Dec | 26.15% | 3.29% | 7.10% | -14.69% | -29.60% | -- | -1.55% |
| Total | -23.60% | 44.47% | 21.11% | -35.13% | -36.74% | 49.72% | 3.30% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $54.92
SMA 50: $50.35
SMA 200: $47.18
Current: $56.06
EMA 12: $55.55
EMA 26: $53.95
MACD: 1.5953 | Signal: -0.1075
BULLISH
ADX (14): 36.34
TREND
+DI: 24.38
−DI: 14.78
Momentum Oscillators
RSI (14): 58.48
NEUTRAL
Stoch %K: 67.24
Stoch %D: 77.57
Williams %R: -32.62
Volume & Volatility
BB Upper: $57.65
BB Lower: $52.20
NEUTRAL
OBV: 30,240,742
Vol SMA 20: 1,729,423
Vol ROC: -13.20%
ATR: $1.83
True Range: $1.65
HV 20: 35.1%
HV 30: 41.0%
HV 60: 38.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-15T00:00:00 – 2026-11-13T00:00:00
AI Analysis
Written before LW’s Oct 6 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report: LW
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10) Key Drivers: Neutral sentiment from recent news headlines, conflicting signals from technical indicators. Primary Risks: Potential for further volatility due to mixed market and options activity.
Investment Thesis: Lamb Weston Holdings, Inc. (LW) is experiencing a range-bound trading environment with moderate volatility. While the company's recent earnings beat and positive product launches have generated some optimism, the stock's price action remains constrained by its technical indicators.
Recent News Sentiment Impact: The recent news headlines have had a negative impact on LW's sentiment, with three out of six articles expressing concerns about the company's ERP software issues, earnings misses, and management changes. However, two positive articles highlighting the company's product launches and pricing power have tempered the negative tone.
Technical Analysis
Trend Direction: * Short-term: Neutral (1-4 weeks) * Medium-term: Range-bound (1-3 months) * Long-term: Bullish (3-12 months)
Support/Resistance Levels: * SMA 20: $51.64 (support) * SMA 50: $47.55 (resistance) * SMA 200: $47.74 (resistance) * Upper Bollinger Band: $56.80 (resistance) * Lower Bollinger Band: $46.47 (support)
Momentum Signals: * RSI: Neutral (63.09%) * MACD: Bullish momentum signal (1.78 / Signal: -0.13 / Histogram: 1.91) * Bollinger Bands: Neutral signal
Volume Analysis: * Volume SMA 20: 1908857.30 * On-Balance Volume (OBV): 37158613.39 * Volume Rate of Change: -69.96%
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines have expressed concerns about LW's ERP software issues, earnings misses, and management changes, with a negative sentiment bias.
Sentiment Assessment: Aggregate news sentiment is NEGATIVE (3/6 articles).
Catalyst Identification: Upcoming events: Earnings announcements, product launches, regulatory changes.
Market Narrative: The recent news has highlighted the company's challenges, which have tempered the positive sentiments from its earnings beat and product launches. The technical indicators are currently in a range-bound environment, awaiting a catalyst to break out of this trading range.
Risk & Volatility Assessment
Risk Metrics: * Beta: 0.29 (vs SPY) - low risk relative to market * Alpha: 0.00 - zero excess return * Correlation: 0.09 - low correlation with market
Options Market Signals: * IV Rank: 43.4% (Medium) - shows historically high volatility * Current IV: 54.7% * Expected Move: $3.92 (35 DTE), 7-DTE: $1.92 * Volume Flow: 70 calls vs 25 puts * Open Interest: 2,039 calls vs 148 puts * Put/Call Volume Ratio: 0.36 (Bullish sentiment) * Put/Call OI Ratio: 0.07
Downside Protection: The Bollinger Bands are currently in a neutral signal, indicating a range-bound environment. The support levels at $51.64 and $46.47 can be used as stops or entry points for long positions.
Market Context & Positioning
Sector Performance: LW is outperforming the Consumer Staples sector (+1.2% vs -0.5%).
Institutional Activity: The options market is showing moderate institutional interest, with a put/call volume ratio of 0.36 (bullish sentiment).
Correlation Analysis: LW has a low correlation with the market (R-squared interpretation), indicating that its price movements are relatively independent from market trends.
Relative Valuation: LW is trading within its historical range, with no clear overvaluation or undervaluation signals.
Key Levels & Action Items
Critical Price Levels: * Support: $51.64 and $46.47 * Resistance: $56.80 and $47.74
Breakout/Breakdown Levels: * SMA 20: $51.64 (support) * SMA 50: $47.55 (resistance)
Time-Sensitive Catalysts: Earnings announcements, product launches, regulatory changes.
Risk Management: Stop-loss levels can be set at the support levels ($51.64 and $46.47), with position sizing considerations based on the options market signals.
Note: This report provides a comprehensive analysis of Lamb Weston Holdings, Inc.'s (LW) stock performance using technical indicators, recent news headlines, risk metrics, and market context. The report highlights both bullish and bearish cases, providing a neutral overall assessment with a confidence level of 6/10.
Generated
News
All LW news →
Earnings History
16 of 24 under expected move
Avg Expected Move
8.74%
Avg Actual Move
9.12%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-07 | Pre-Market | 6.71% | 1.21% | 0.18x | Within |
| 2021-04-07 | Pre-Market | 6.09% | 3.62% | 0.59x | Within |
| 2021-07-27 | Pre-Market | 7.19% | 13.53% | 1.88x | Exceeded |
| 2021-10-07 | Pre-Market | 7.68% | 6.64% | 0.86x | Within |
| 2022-01-06 | Pre-Market | 8.87% | 7.45% | 0.84x | Within |
| 2022-04-07 | Pre-Market | 6.30% | 7.97% | 1.27x | Exceeded |
| 2022-07-27 | Pre-Market | 8.36% | 2.65% | 0.32x | Within |
| 2022-10-05 | Pre-Market | 7.89% | 4.19% | 0.53x | Within |
| 2023-01-05 | Pre-Market | 7.01% | 9.77% | 1.39x | Exceeded |
| 2023-04-06 | Pre-Market | 7.01% | 2.58% | 0.37x | Within |
| 2023-07-25 | Pre-Market | 7.26% | 6.82% | 0.94x | Within |
| 2023-10-05 | Pre-Market | 8.51% | 8.02% | 0.94x | Within |
| 2024-01-04 | Pre-Market | 6.19% | 0.31% | 0.05x | Within |
| 2024-04-04 | Pre-Market | 8.70% | 19.37% | 2.23x | Exceeded |
| 2024-07-24 | Pre-Market | 10.37% | 28.24% | 2.72x | Exceeded |
| 2024-10-02 | Pre-Market | 11.48% | 2.57% | 0.22x | Within |
| 2024-12-19 | Pre-Market | 9.65% | 20.10% | 2.08x | Exceeded |
| 2025-04-03 | Pre-Market | 11.77% | 10.01% | 0.85x | Within |
| 2025-07-23 | Pre-Market | 12.00% | 16.31% | 1.36x | Exceeded |
| 2025-09-30 | Pre-Market | 13.02% | 4.33% | 0.33x | Within |
| 2025-12-19 | Pre-Market | 7.16% | 25.94% | 3.62x | Exceeded |
| 2026-04-01 | Pre-Market | 10.94% | 8.94% | 0.82x | Within |
| 2026-07-24 | Pre-Market | 9.56% | 0.81% | 0.08x | Within |
| 2026-10-06 | Pre-Market | 9.98% | 7.49% | 0.75x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
LW Options Activity & IV Rank
LW IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 35.6%
7-DTE IV: 32.0%
Expected Move: $5.08
7-DTE Move: $2.23
Days to Exp: 35 (2026-12-18)
Options Flow · All expiries
Call Volume: 2,284
Put Volume: 3,685
P/C Volume: 1.613
BEARISH
Call OI: 23,800
Put OI: 41,609
P/C OI: 1.748
Total OI: 65,409
ATM Options Pricing
ATM Call: $3.25
ATM Put: $1.82
Call %: 5.8%
Put %: 3.3%
Chain Summary
Chain Volume: 5,969
Chain OI: 65,409
Last Updated: 11/13/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 61st percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
61%
vs own history
GEX tilt
+0.40
OI-weighted, today
Vanna tilt
-0.31
δ-sensitivity to IV
Charm tilt
+0.19
δ-decay vs time
Vanna tilt -0.31: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
? What is this?
· 26 ATM contracts, 14k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Put vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Call vs ATM
IV(call wing) − IV(ATM), in vol pointsThe same measure on the upside: how the OTM call is priced against the at-the-money strike.
- Negative (typical) — calls trade below ATM for most stocks and indices, so the sign alone says little.
- Percentile vs own history: high = upside calls unusually rich for this name (squeezes, takeover talk, commodity supply scares); low = calls cheaper than usual.
Reading them together
Put or call vs ATM tells you how expensive that tail is. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d put
—
—
pts
EXTREME
as of Nov 13 · No data
30 DTE / 10d put
21%
+4.0
pts
EXTREME
as of Nov 13 · ATM 36.2% / Put 40.2%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)9.8LowNov 13
IV Rank (30 DTE)29.0MediumNov 13
Straddle Price (30 DTE)$5.08Nov 13
Beta Analysis
Risk Metrics
Beta: 0.2919
Alpha: 3.14%
Correlation: 0.0926
R-Squared: 0.9%
Stock Volatility: 43.0%
Market Volatility: 13.6%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own LW
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Starboard Value Activist Jeff Smith | $247.6M | #10 of 21 | -6.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $11.0M | #1514 of 3716 | +411.6% | 13F | |
| Point72 Hedge fund Steve Cohen | $648K | #1585 of 1945 | 0.0% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $629K | #1970 of 4729 | +4.0% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $333K | #966 of 997 | +0.8% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
LW Institutional Ownership (13F)
Filings for 2026-06-30 · 270 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 138,675,000 (as of 2026-08-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
20 filers$79.28M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $19.92M | 25.13% | 2026-06-30 |
| 2 | IMC-Chicago, LLC Custodian | $15.33M | 19.33% | 2026-09-30 |
| 3 | Jane Street Group, LLC Custodian | $9.35M | 11.80% | 2026-06-30 |
| 4 | Twin Tree Management, LP | $7.82M | 9.86% | 2026-06-30 |
| 5 | Point72 Asset Management, L.P. | $6.97M | 8.79% | 2026-06-30 |
| 6 | D. E. Shaw & Co., Inc. Custodian | $5.20M | 6.56% | 2026-06-30 |
| 7 | Citadel Advisors LLC Custodian | $3.94M | 4.97% | 2026-06-30 |
| 8 | GROUP ONE TRADING LLC Custodian | $1.90M | 2.39% | 2026-06-30 |
| 9 | CAPITAL FUND MANAGEMENT S.A. | $1.87M | 2.36% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $1.60M | 2.02% | 2026-09-30 |
| 11 | PEAK6 LLC | $1.44M | 1.81% | 2026-06-30 |
| 12 | Jefferies Financial Group Inc. | $833.80K | 1.05% | 2026-09-30 |
| 13 | Walleye Trading LLC | $630.43K | 0.80% | 2026-06-30 |
| 14 | Squarepoint Ops LLC | $531.11K | 0.67% | 2026-06-30 |
| 15 | Qube Research & Technologies Ltd | $440.44K | 0.56% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $427.48K | 0.54% | 2026-06-30 |
| 17 | Walleye Capital LLC | $410.21K | 0.52% | 2026-06-30 |
| 18 | Two Sigma Investments, LP Custodian | $354.08K | 0.45% | 2026-06-30 |
| 19 | Millennium Management LLC Custodian | $315.21K | 0.40% | 2026-06-30 |
| 20 | Advisory Services Network, LLC Custodian | $4.32K | <0.01% | 2026-06-30 |
15 filers$107.64M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $32.00M | 29.73% | 2026-06-30 |
| 2 | IMC-Chicago, LLC Custodian | $29.65M | 27.55% | 2026-09-30 |
| 3 | Citadel Advisors LLC Custodian | $14.51M | 13.48% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $12.16M | 11.29% | 2026-06-30 |
| 5 | Point72 Asset Management, L.P. | $7.34M | 6.82% | 2026-06-30 |
| 6 | PEAK6 LLC | $3.24M | 3.01% | 2026-06-30 |
| 7 | CAPITAL FUND MANAGEMENT S.A. | $3.13M | 2.91% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $1.94M | 1.80% | 2026-09-30 |
| 9 | Walleye Capital LLC | $1.32M | 1.23% | 2026-06-30 |
| 10 | GROUP ONE TRADING LLC Custodian | $1.08M | 1.00% | 2026-06-30 |
| 11 | D. E. Shaw & Co., Inc. Custodian | $639.06K | 0.59% | 2026-06-30 |
| 12 | Walleye Trading LLC | $332.49K | 0.31% | 2026-06-30 |
| 13 | Balyasny Asset Management L.P. | $202.95K | 0.19% | 2026-06-30 |
| 14 | Qube Research & Technologies Ltd | $51.82K | 0.05% | 2026-06-30 |
| 15 | Twin Tree Management, LP | $43.18K | 0.04% | 2026-06-30 |
LW Insider Trading (Form 4)
Latest: 2026-10-09Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Lawrence Erik Kurzius | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-10-09 | Andre J Hawaux | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-10-09 | Norman Prestage | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-10-09 | Hala G Moddelmog | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-10-09 | Timothy R McLevish | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-10-09 | Peter J Bensen | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-10-09 | Scott Ostfeld | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-10-09 | Bradley A Alford | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-10-09 | Ruth Kimmelshue | Director | Award (A) | +5,458 | — | EDGAR | |
| 2026-08-05 | Marc Schroeder | PRESIDENT, INTERNATIONAL | Tax (F) | −3,492 | $53.18 | -$185.7K | EDGAR |
| 2026-08-05 | Michael Jared Smith | President and CEO | Tax (F) | −9,441 | $53.18 | -$502.1K | EDGAR |
| 2026-08-05 | Eryk J Spytek | GEN COUNSEL & CHIEF COMPL OFF | Tax (F) | −3,820 | $53.18 | -$203.1K | EDGAR |
| 2026-08-05 | Michael Christopher Crowley | President, North America | Tax (F) | −1,805 | $53.18 | -$96.0K | EDGAR |
| 2026-08-05 | Gregory W Jones | VP AND CONTROLLER | Tax (F) | −619 | $53.18 | -$32.9K | EDGAR |
| 2026-08-05 | Sylvia Wilks | Chief Supply Chain Officer | Tax (F) | −2,223 | $53.18 | -$118.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
LW Insider Holdings
28 insiders · @ $56.06
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | JANA Partners Management, LP | Director | 5,348,980 | $299.86M | $16.07M | 4 | 2026-04-15 |
| 2 | Jan Eli B Craps | Executive Chair | 689,168 | $38.63M | $2.43M | 2 | 2026-07-30 |
| 3 | Thomas P. Werner | PRESIDENT AND CEO | 394,005 | $22.09M | -$15.51M | 39 | 2024-12-20 |
| 4 | William G Jurgensen | Director | 181,249 | $10.16M | $2.93M | 24 | 2024-12-23 |
| 5 | Michael Jared Smith | President and CEO | 178,422 | $10.00M | -$1.68M | 33 | 2026-08-05 |
| 6 | James D Gray | Chief Financial Officer | 101,444 | $5.69M | $609.0K | 4 | 2026-07-30 |
| 7 | Andre J Hawaux | Director | 68,579 | $3.84M | $0 | 13 | 2026-10-09 |
| 8 | Timothy R McLevish | Executive Chairman | 61,659 | $3.46M | $0 | 11 | 2026-10-09 |
| 9 | Eryk J Spytek | GEN COUNSEL & CHIEF COMPL OFF | 57,495 | $3.22M | -$3.88M | 36 | 2026-08-05 |
| 10 | Sharon L. Miller | PRESIDENT, NORTH AMERICA | 52,059 | $2.92M | -$2.63M | 32 | 2024-12-20 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
LW Board & Officers
As of SEC filings through Oct 9, 2026Directors 14
- Timothy R McLevish · since Nov 8, 2016
- Andre J Hawaux · since Jul 19, 2017
- Hala G Moddelmog · since Jul 19, 2017
- Peter J Bensen · since Dec 20, 2017
- Robert Coviello · since Mar 18, 2020
- Norman Prestage · since Sep 26, 2024
- Bradley A Alford · since Jul 10, 2025
- Lawrence Erik Kurzius · since Jul 10, 2025
- Paul T Maass · since Jul 10, 2025
- Ruth Kimmelshue · since Jul 10, 2025
- JANA Partners Management, LP (entity) · since Jul 14, 2025
- Scott Ostfeld · since Jul 14, 2025
- Michael Jared Smith · listed since Jul 2025
- Jan Eli B Craps · since Feb 6, 2026
Officers 11
- Michael Jared Smith · President and CEO · listed since Jul 2025
- Marc Schroeder · President, International · since May 29, 2023
- Michael Christopher Crowley · President, North America · since Jan 13, 2025
- James D Gray · Chief Financial Officer · since Apr 2, 2026
- Steven J Younes · Chief Human Resources Officer · since Jan 17, 2022
- Eryk J Spytek · Gen Counsel & Chief Compl Off · listed since Jul 2023
- Sylvia Wilks · Chief Supply Chain Officer · since Aug 5, 2024
- Benjamin Heselton · Chief Information Officer · since May 5, 2025
- Amit Philip · Chief Strategy Officer · since May 8, 2026
- Gregory W Jones · VP and Controller · since Aug 6, 2021
- Jan Eli B Craps · Executive Chair · since Feb 6, 2026
Changes in the last 10 years (48)
| May 8, 2026 | Amit Philip became Chief Strategy Officer |
| Apr 2, 2026 | James D Gray became Chief Financial Officer |
| Feb 6, 2026 | Jan Eli B Craps became a director |
| Feb 6, 2026 | Jan Eli B Craps became Executive Chair |
| Feb 2, 2026 | The company announced the departure of Bernadette M Madarieta as Chief Financial Officer in an SEC filing |
| Jul 16, 2025 | Timothy R McLevish no longer listed as Executive Chairman in SEC filings |
| Jul 16, 2025 | Michael Jared Smith listed as President and CEO (previously Chief Operating Officer) in SEC filings |
| Jul 16, 2025 | Michael Jared Smith first listed as a director in an SEC filing |
| Jul 14, 2025 | Scott Ostfeld became a director |
| Jul 14, 2025 | JANA Partners Management, LP became a director |
| Jul 10, 2025 | Ruth Kimmelshue became a director |
| Jul 10, 2025 | Paul T Maass became a director |
| Jul 10, 2025 | Lawrence Erik Kurzius became a director |
| Jul 10, 2025 | Bradley A Alford became a director |
| May 5, 2025 | Benjamin Heselton became Chief Information Officer |
| Jan 13, 2025 | Michael Christopher Crowley became President, North America |
| Dec 18, 2024 | The company announced the departure of Thomas P. Werner from the board in an SEC filing |
| Dec 18, 2024 | The company announced the departure of Thomas P. Werner as President and CEO in an SEC filing |
| Oct 11, 2024 | The company announced the departure of Sukshma Rajagopalan as Chief Info and Digital Officer in an SEC filing |
| Sep 26, 2024 | The company announced the departure of Thomas P. Maurer from the board in an SEC filing |
| Sep 26, 2024 | Norman Prestage became a director |
| Aug 5, 2024 | Sylvia Wilks became Chief Supply Chain Officer |
| Jul 28, 2023 | Sharon L. Miller listed as President, North America (previously Senior Vice President) in SEC filings |
| Jul 28, 2023 | Michael Jared Smith listed as Chief Operating Officer (previously Senior Vice President) in SEC filings |
| Jul 28, 2023 | Gerardo Scheufler listed as Chief Supply Chain Officer (previously SVP, Chief Supply Chain Off) in SEC filings |
| Jul 28, 2023 | Eryk J Spytek listed as Gen Counsel & Chief Compl Off (previously SVP, Gen Counsel) in SEC filings |
| Jul 19, 2023 | Rita Fisher became a director |
| Jun 26, 2023 | Sukshma Rajagopalan became Chief Info and Digital Officer |
| May 29, 2023 | Marc Schroeder became President, International |
| Jul 22, 2022 | Bernadette M Madarieta listed as Chief Financial Officer (previously Vice President and Controller) in SEC filings |
| Jan 17, 2022 | Steven J Younes became Chief Human Resources Officer |
| Aug 6, 2021 | Gregory W Jones became VP and Controller |
| Jan 25, 2021 | John C Hatto became Senior Vice President |
| Jan 14, 2021 | Eryk J Spytek listed as SVP, Gen Counsel (previously SVP, Gen Counsel and Corp Sec) in SEC filings |
| Mar 18, 2020 | Robert Coviello became a director |
| Mar 18, 2020 | Robert A Niblock became a director |
| Aug 12, 2019 | Gerardo Scheufler became SVP, Chief Supply Chain Off |
| Jul 17, 2018 | Michael Jared Smith listed as Senior Vice President (previously SVP, Growth & Strategy) in SEC filings |
| Dec 20, 2017 | Peter J Bensen became a director |
| Aug 1, 2017 | Eryk J Spytek listed as SVP, Gen Counsel and Corp Sec (previously Senior Vice President, General Counsel and Corporate Secretary) in SEC filings |
| Jul 20, 2017 | Sharon L. Miller became Senior Vice President |
| Jul 20, 2017 | Rodney W. Hepponstall became Senior Vice President |
| Jul 20, 2017 | Richard Allan Martin became SVP, Chief Supply Chain Off |
| Jul 20, 2017 | Michael Jared Smith became SVP, Growth & Strategy |
| Jul 19, 2017 | Hala G Moddelmog became a director |
| Jul 19, 2017 | Andre J Hawaux became a director |
| Apr 4, 2017 | Thomas P. Werner listed as President and CEO (previously President) in SEC filings |
| Jan 16, 2017 | Robert McNutt became Senior Vice President and CFO |
Not reported recently (13)
- Robert A Niblock · Last reported as a director in an SEC filing dated Jan 14, 2025
- William G Jurgensen · Last reported as a director in an SEC filing dated Dec 23, 2024
- Charles A Blixt · Last reported as a director in an SEC filing dated Dec 23, 2024
- Sharon L. Miller · Last reported as President, North America in an SEC filing dated Dec 20, 2024
- Maria Renna Sharpe · Last reported as a director in an SEC filing dated Oct 7, 2024
- Rita Fisher · Last reported as a director in an SEC filing dated Oct 7, 2024
- Gerardo Scheufler · Last reported as Chief Supply Chain Officer in an SEC filing dated Aug 1, 2023
- John C Hatto · Last reported as Senior Vice President in an SEC filing dated Jan 7, 2022
- Micheline C Carter · Last reported as Chief Human Resources Officer in an SEC filing dated Jul 29, 2021
- Robert McNutt · Last reported as Senior Vice President and CFO in an SEC filing dated Jul 29, 2021
- Richard Allan Martin · Last reported as SVP, Chief Supply Chain Off in an SEC filing dated Jul 24, 2019
- Andrew J Schindler · Last reported as a director in an SEC filing dated Oct 9, 2018
- Rodney W. Hepponstall · Last reported as Senior Vice President in an SEC filing dated Dec 5, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
LW Proposed Insider Sales (Form 144)
Latest: 2025-10-02
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-10-02 | Gregory W Jones | Officer | 1,600 | $100.0K | 2025-10-02 | Merrill Lynch | — | EDGAR |
| 2024-10-31 | Rajagopalan Sukshma | Former Officer | 2,719 | $212.1K | 2024-10-31 | Merrill Lynch | — | EDGAR |
| 2023-11-13 | Scheufler Gerardo | Former Officer | 16,225 | $1.57M | 2023-11-13 | Merrill Lynch | — | EDGAR |
| 2023-08-02 | Spytek Eryk J | Officer | 6,319 | $652.3K | 2023-08-02 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2023-05-19 | Miller Sharon L. | Officer | 4,350 | $500.2K | 2023-05-19 | Merrill Lynch | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-12
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-11-12 | Other events | EDGAR |
| 2026-10-06 | Director or officer change | EDGAR |
| 2026-10-06 | Earnings results | EDGAR |
| 2026-09-16 | Shareholder vote results | EDGAR |
| 2026-07-24 | Earnings results | EDGAR |
| 2026-07-15 | Director or officer change | EDGAR |
| 2026-06-04 | Restructuring costs | EDGAR |
| 2026-05-26 | Material agreement · Agreement terminated · New debt obligation | EDGAR |
| 2026-04-01 | Earnings results | EDGAR |
| 2026-02-04 | Director or officer change | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-07-24 | 0001679273-26-000026 | EDGAR |
| 2025-07-23 | 0001679273-25-000049 | EDGAR |
| 2024-07-24 | 0001679273-24-000036 | EDGAR |
| 2023-07-25 | 0001558370-23-012203 | EDGAR |
| 2022-07-27 | 0001558370-22-011121 | EDGAR |
| 2021-07-27 | 0001558370-21-009330 | EDGAR |
| 2020-07-28 | 0001558370-20-008501 | EDGAR |
| 2019-07-25 | 0001558370-19-006311 | EDGAR |
| 2018-07-26 | 0001558370-18-005726 | EDGAR |
| 2017-07-25 | 0001558370-17-005308 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-10-06 | 0001679273-26-000052 | EDGAR |
| 2026-04-01 | 0001679273-26-000013 | EDGAR |
| 2025-12-19 | 0001679273-25-000076 | EDGAR |
| 2025-09-30 | 0001679273-25-000070 | EDGAR |
| 2025-04-03 | 0001679273-25-000026 | EDGAR |
| 2024-12-20 | 0001679273-24-000087 | EDGAR |
| 2024-10-02 | 0001679273-24-000073 | EDGAR |
| 2024-04-04 | 0001679273-24-000021 | EDGAR |
| 2024-01-04 | 0001558370-24-000050 | EDGAR |
| 2023-10-05 | 0001558370-23-016256 | EDGAR |
ETF Holders
141 ETFs hold LW
25 shown · $1.46B total exposure · 0.16% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.43% | $459.4M | $105.8B | 2026-11-12 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $182.4M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.07% | $128.9M | — | 2026-09-30 |
| 4 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.13% | $84.0M | — | 2026-09-30 |
| 5 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.44% | $69.6M | $16.0B | 2026-11-12 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.07% | $64.6M | — | 2026-09-30 |
| 7 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.82% | $63.2M | $7.7B | 2026-11-12 |
| 8 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.16% | $54.2M | — | 2026-11-12 |
| 9 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.14% | $44.0M | — | 2026-11-12 |
| 10 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.82% | $41.1M | $5.0B | 2026-11-12 |
| 11 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.05% | $31.3M | $58.7B | 2026-11-12 |
| 12 | AVLV Avantis U.S. Large Cap Value ETF | Avantis | 0.12% | $27.1M | $23.5B | 2026-11-12 |
| 13 | VDC Vanguard Consumer Staples ETF | Vanguard | 0.30% | $25.9M | — | 2026-09-30 |
| 14 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.02% | $22.4M | — | 2026-09-30 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.03% | $21.9M | — | 2026-11-12 |
| 16 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.05% | $21.7M | $46.0B | 2026-11-12 |
| 17 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.14% | $20.8M | — | 2026-08-31 |
| 18 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.33% | $20.3M | — | 2026-09-30 |
| 19 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.02% | $16.0M | $84.9B | 2026-11-12 |
| 20 | VIOV Vanguard S&P Small-Cap 600 Value ETF | Vanguard | 0.64% | $11.8M | — | 2026-09-30 |
| 21 | FDL First Trust Morningstar Dividend Leaders Index Fund | First Trust | 0.14% | $11.7M | $8.5B | 2026-11-12 |
| 22 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.07% | $10.5M | $15.1B | 2026-11-12 |
| 23 | DON WisdomTree U.S. Midcap Dividend Fund | Nport | 0.25% | $10.1M | — | 2026-06-30 |
| 24 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.01% | $10.1M | $95.8B | 2026-11-12 |
| 25 | RWJ Invesco S&P SmallCap 600 Revenue ETF | Invesco | 0.48% | $9.9M | — | 2026-11-12 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
30.47
TTM Diluted EPS
$1.84
TTM Revenue
$6.62B
TTM Net Income
$254.80M
TTM Op. Cash Flow
$825.70M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '27 | 2026-08-30 | $1.67B | $29.10M | $0.21 | $234.80M |
| Q4 '26 | 2026-05-31 | $1.77B | $109.60M | $0.80 | $347.30M |
| Q3 '26 | 2026-02-22 | $1.56B | $54.00M | $0.39 | $65.20M |
| Q2 '26 | 2025-11-23 | $1.62B | $62.10M | $0.44 | $178.40M |
| Q1 '26 | 2025-08-24 | $1.66B | $64.30M | $0.46 | $352.00M |
| Q4 '25 | 2025-05-25 | $1.68B | $119.90M | $0.84 | $383.00M |
| Q3 '25 | 2025-02-23 | $1.52B | $146.00M | $1.03 | $56.00M |
| Q2 '25 | 2024-11-24 | $1.60B | $-36.10M | $-0.25 | $99.10M |
| Q1 '25 | 2024-08-25 | $1.65B | $127.40M | $0.88 | $330.20M |
| Q4 '24 | 2024-05-26 | $1.61B | $129.70M | $0.89 | $316.70M |
| Q3 '24 | 2024-02-25 | $1.46B | $146.10M | $1.01 | $26.30M |
| Q2 '24 | 2023-11-26 | $1.73B | $215.00M | $1.48 | $120.60M |
Q1 2027 • period ending 2026-08-30 • filed 2026-10-06
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
30.47
P/B
4.30
P/S
1.17
EV/EBITDA
11.13
EV/Sales
1.69
ROE
14.1%
ROA
3.5%
Div Yield
2.73%
FCF Yield
10.62%
Debt/Equity
1.98
Current Ratio
—
Market Cap
$7.77B
as of 2026-11-13
LW vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| KO Coca-Cola Company | $419.2B | 29.2 | +7.1% | +43.6% | 34 |
| LW Lamb Weston Holdings, Inc. | $7.6B | 30.5 | +2.6% | +32.6% | 29 |
| TAP Molson Coors Beverage Company Class B | $7.3B | 8.7 | −2.3% | −13.8% | 42 |
| CAG Conagra Brands, Inc. | $6.9B | — | −1.8% | −14.9% | 32 |
| CPB The Campbell's Company Common Stock | $6.6B | 17.1 | −5.0% | −17.8% | 33 |
| PSMT Pricesmart Inc | $5.1B | 30.5 | +11.5% | +33.6% | 24 |
| IPAR Interparfums, Inc. Common Stock | $4.2B | 25.1 | +2.6% | +56.1% | 35 |
| COCO The Vita Coco Company, Inc. Common Stock | $3.7B | 31.7 | +26.0% | +18.1% | 24 |
| FRPT Freshpet, Inc. | $3.1B | 28.5 | +11.7% | +12.2% | 31 |
| Peer median | $5.8B | 28.5 | +4.8% | +15.2% | 32 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
8.39M
SI % of Float
6.38%
Days to Cover
4.69
Short Vol Ratio
21.8%
Free Float
131.63M
Float %
95.7%
Short interest 2026-10-30 • Short volume 2026-11-13 • Float 2026-08-24