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The Wendy's Company (WEN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US95058W1009

CUSIP

95058W100

Industry

Restaurants

IPO Date

Mar 17, 1992

Highlights

Market Cap

$2.52B

EPS (TTM)

$0.95

PE Ratio

13.51

PEG Ratio

1.33

Total Revenue (TTM)

$1.71B

Gross Profit (TTM)

$638.08M

EBITDA (TTM)

$427.18M

Year Range

$12.05 - $19.99

Target Price

$16.63

Short %

21.50%

Short Ratio

2.46

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Wendy's Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%NovemberDecember2025FebruaryMarchApril
155.14%
1,248.99%
WEN (The Wendy's Company)
Benchmark (^GSPC)

Returns By Period

The Wendy's Company had a return of -20.31% year-to-date (YTD) and -31.55% in the last 12 months. Over the past 10 years, The Wendy's Company had an annualized return of 4.81%, while the S&P 500 had an annualized return of 10.11%, indicating that The Wendy's Company did not perform as well as the benchmark.


WEN

YTD

-20.31%

1M

-13.30%

6M

-32.61%

1Y

-31.55%

5Y*

-4.27%

10Y*

4.81%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of WEN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-9.02%4.52%-4.07%-12.65%-20.31%
2024-2.05%-3.78%4.03%6.10%-12.71%-1.39%-0.18%-0.06%5.14%9.08%-3.92%-9.99%-11.41%
2023-1.46%-0.41%-0.82%1.47%0.73%-1.18%-1.20%-6.76%3.13%-6.81%-0.09%3.89%-9.65%
2022-3.44%-1.26%-2.83%-10.06%-5.03%1.29%11.39%-8.21%-2.55%11.18%9.18%0.31%-2.76%
2021-6.93%0.15%-0.39%11.40%3.33%0.86%-0.90%-0.29%-5.82%2.86%-7.19%15.89%10.98%
2020-2.43%-12.35%-21.19%33.47%7.30%2.45%6.43%-9.46%6.47%-2.00%0.96%-0.32%0.07%
201910.95%0.64%3.23%4.02%-0.64%6.47%-7.10%21.49%-9.18%6.01%1.79%3.59%45.34%
2018-1.46%-0.90%10.03%-4.62%-3.27%6.64%-2.91%6.33%-2.89%0.58%4.49%-12.94%-3.02%
20170.07%3.56%-2.37%8.30%10.18%-4.08%-0.45%-2.90%4.09%-2.06%-1.64%10.28%23.78%
2016-5.01%-7.82%16.22%-0.28%-4.79%-6.42%0.42%6.12%5.99%0.37%16.54%7.56%28.49%
201516.72%5.73%-1.71%-7.16%11.61%0.36%-9.04%-10.68%-5.05%5.90%15.40%2.47%21.84%
20144.01%6.14%-4.80%-8.88%-0.72%4.02%-4.46%0.62%1.35%-2.91%9.42%3.56%6.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WEN is 6, meaning it’s performing worse than 94% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WEN is 66
Overall Rank
The Sharpe Ratio Rank of WEN is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of WEN is 55
Sortino Ratio Rank
The Omega Ratio Rank of WEN is 88
Omega Ratio Rank
The Calmar Ratio Rank of WEN is 1212
Calmar Ratio Rank
The Martin Ratio Rank of WEN is 33
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.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for The Wendy's Company (WEN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for WEN, currently valued at -1.10, compared to the broader market-2.00-1.000.001.002.003.00
WEN: -1.10
^GSPC: 0.46
The chart of Sortino ratio for WEN, currently valued at -1.61, compared to the broader market-6.00-4.00-2.000.002.004.00
WEN: -1.61
^GSPC: 0.77
The chart of Omega ratio for WEN, currently valued at 0.82, compared to the broader market0.501.001.502.00
WEN: 0.82
^GSPC: 1.11
The chart of Calmar ratio for WEN, currently valued at -0.65, compared to the broader market0.001.002.003.004.005.00
WEN: -0.65
^GSPC: 0.47
The chart of Martin ratio for WEN, currently valued at -1.75, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
WEN: -1.75
^GSPC: 1.94

The current The Wendy's Company Sharpe ratio is -1.10. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of The Wendy's Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-1.10
0.46
WEN (The Wendy's Company)
Benchmark (^GSPC)

Dividends

Dividend History

The Wendy's Company provided a 7.82% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The company has been increasing its dividends for 4 consecutive years.


1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.00$1.00$1.00$0.50$0.43$0.29$0.42$0.34$0.28$0.25$0.23$0.21

Dividend yield

7.82%6.13%5.13%2.21%1.80%1.32%1.89%2.18%1.71%1.81%2.09%2.27%

Monthly Dividends

The table displays the monthly dividend distributions for The Wendy's Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.25$0.00$0.25
2024$0.00$0.25$0.00$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2023$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2022$0.00$0.00$0.13$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.50
2021$0.00$0.00$0.09$0.00$0.10$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.43
2020$0.00$0.12$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.07$0.00$0.29
2019$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.12$0.00$0.42
2018$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.34
2017$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.28
2016$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.25
2015$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.23
2014$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.21

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
WEN: 7.8%
The Wendy's Company has a dividend yield of 7.82%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
WEN: 100.0%
The Wendy's Company has a payout ratio of 100.00%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-48.20%
-10.07%
WEN (The Wendy's Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Wendy's Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Wendy's Company was 89.80%, occurring on Oct 27, 2008. Recovery took 2732 trading sessions.

The current The Wendy's Company drawdown is 48.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.8%Sep 30, 19933798Oct 27, 20082732Sep 5, 20196530
-68.61%Feb 24, 202018Mar 18, 202090Jul 27, 2020108
-49.66%Jun 9, 2021962Apr 8, 2025
-21.51%Mar 30, 199337May 21, 199337Jul 15, 199374
-20.97%Oct 16, 202095Mar 4, 202166Jun 8, 2021161

Volatility

Volatility Chart

The current The Wendy's Company volatility is 12.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.88%
14.23%
WEN (The Wendy's Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Wendy's Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how The Wendy's Company is priced in the market compared to other companies in the Restaurants industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
WEN: 13.5
The chart displays the Price-to-Earnings (P/E) ratio for WEN, comparing it with other companies in the Restaurants industry. Currently, WEN has a P/E ratio of 13.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
WEN: 1.3
The chart shows the Price/Earnings to Growth (PEG) ratio for WEN compared to other companies in the Restaurants industry. WEN currently has a PEG ratio of 1.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
WEN: 1.1
This chart shows the Price-to-Sales (P/S) ratio for WEN relative to other companies in the Restaurants industry. Currently, WEN has a P/S ratio of 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
WEN: 9.6
The chart illustrates the Price-to-Book (P/B) ratio for WEN in comparison with other companies in the Restaurants industry. Currently, WEN has a P/B value of 9.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items