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LW vs. PKG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LW and PKG is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

LW vs. PKG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lamb Weston Holdings, Inc. (LW) and Packaging Corporation of America (PKG). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%300.00%NovemberDecember2025FebruaryMarchApril
92.40%
189.51%
LW
PKG

Key characteristics

Sharpe Ratio

LW:

-0.74

PKG:

0.45

Sortino Ratio

LW:

-0.77

PKG:

0.78

Omega Ratio

LW:

0.86

PKG:

1.11

Calmar Ratio

LW:

-0.65

PKG:

0.38

Martin Ratio

LW:

-1.41

PKG:

1.10

Ulcer Index

LW:

25.95%

PKG:

9.89%

Daily Std Dev

LW:

49.44%

PKG:

24.25%

Max Drawdown

LW:

-56.43%

PKG:

-66.88%

Current Drawdown

LW:

-53.49%

PKG:

-24.83%

Fundamentals

Market Cap

LW:

$7.42B

PKG:

$16.97B

EPS

LW:

$2.55

PKG:

$9.56

PE Ratio

LW:

20.37

PKG:

19.33

PEG Ratio

LW:

2.03

PKG:

2.30

PS Ratio

LW:

1.16

PKG:

1.99

PB Ratio

LW:

4.49

PKG:

3.77

Total Revenue (TTM)

LW:

$6.39B

PKG:

$6.40B

Gross Profit (TTM)

LW:

$1.44B

PKG:

$1.41B

EBITDA (TTM)

LW:

$989.60M

PKG:

$1.31B

Returns By Period

In the year-to-date period, LW achieves a -21.81% return, which is significantly lower than PKG's -17.37% return.


LW

YTD

-21.81%

1M

-3.83%

6M

-31.75%

1Y

-36.73%

5Y*

-1.46%

10Y*

N/A

PKG

YTD

-17.37%

1M

-5.46%

6M

-17.18%

1Y

9.61%

5Y*

17.08%

10Y*

13.77%

*Annualized

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Risk-Adjusted Performance

LW vs. PKG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LW
The Risk-Adjusted Performance Rank of LW is 1313
Overall Rank
The Sharpe Ratio Rank of LW is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of LW is 1717
Sortino Ratio Rank
The Omega Ratio Rank of LW is 1212
Omega Ratio Rank
The Calmar Ratio Rank of LW is 1212
Calmar Ratio Rank
The Martin Ratio Rank of LW is 1111
Martin Ratio Rank

PKG
The Risk-Adjusted Performance Rank of PKG is 6565
Overall Rank
The Sharpe Ratio Rank of PKG is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of PKG is 6161
Sortino Ratio Rank
The Omega Ratio Rank of PKG is 6161
Omega Ratio Rank
The Calmar Ratio Rank of PKG is 7070
Calmar Ratio Rank
The Martin Ratio Rank of PKG is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LW vs. PKG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lamb Weston Holdings, Inc. (LW) and Packaging Corporation of America (PKG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for LW, currently valued at -0.74, compared to the broader market-2.00-1.000.001.002.003.00
LW: -0.74
PKG: 0.45
The chart of Sortino ratio for LW, currently valued at -0.77, compared to the broader market-6.00-4.00-2.000.002.004.00
LW: -0.77
PKG: 0.78
The chart of Omega ratio for LW, currently valued at 0.86, compared to the broader market0.501.001.502.00
LW: 0.86
PKG: 1.11
The chart of Calmar ratio for LW, currently valued at -0.65, compared to the broader market0.001.002.003.004.005.00
LW: -0.65
PKG: 0.38
The chart of Martin ratio for LW, currently valued at -1.41, compared to the broader market-5.000.005.0010.0015.0020.00
LW: -1.41
PKG: 1.10

The current LW Sharpe Ratio is -0.74, which is lower than the PKG Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of LW and PKG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.74
0.45
LW
PKG

Dividends

LW vs. PKG - Dividend Comparison

LW's dividend yield for the trailing twelve months is around 2.79%, more than PKG's 2.71% yield.


TTM20242023202220212020201920182017201620152014
LW
Lamb Weston Holdings, Inc.
2.79%2.15%1.04%1.10%1.48%1.17%0.93%1.04%1.33%0.00%0.00%0.00%
PKG
Packaging Corporation of America
2.71%2.22%3.07%3.71%2.94%2.44%2.82%3.59%2.09%2.78%3.49%2.05%

Drawdowns

LW vs. PKG - Drawdown Comparison

The maximum LW drawdown since its inception was -56.43%, smaller than the maximum PKG drawdown of -66.88%. Use the drawdown chart below to compare losses from any high point for LW and PKG. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-53.49%
-24.83%
LW
PKG

Volatility

LW vs. PKG - Volatility Comparison

Lamb Weston Holdings, Inc. (LW) has a higher volatility of 15.91% compared to Packaging Corporation of America (PKG) at 12.53%. This indicates that LW's price experiences larger fluctuations and is considered to be riskier than PKG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
15.91%
12.53%
LW
PKG

Financials

LW vs. PKG - Financials Comparison

This section allows you to compare key financial metrics between Lamb Weston Holdings, Inc. and Packaging Corporation of America. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items