The Wendy's Company (WEN)
Company Info
Highlights
$3.65B
$0.94
19.06
1.81
$2.21B
$615.98M
$552.54M
$15.38 - $20.60
$20.55
7.34%
2.62
Share Price Chart
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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.
Returns By Period
The Wendy's Company had a return of -2.91% year-to-date (YTD) and -0.74% in the last 12 months. Over the past 10 years, The Wendy's Company had an annualized return of 10.49%, while the S&P 500 had an annualized return of 11.16%, indicating that The Wendy's Company did not perform as well as the benchmark.
WEN
-2.91%
-4.58%
4.93%
-0.74%
0.22%
10.49%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.05% | -3.78% | 4.03% | 6.10% | -12.71% | -1.40% | -0.18% | -0.06% | 5.14% | 9.08% | -2.91% | ||
| 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% | -2.56% | 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% |
| 2019 | 10.96% | 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% |
| 2017 | 0.07% | 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% |
| 2015 | 16.72% | 5.73% | -1.71% | -7.16% | 11.61% | 0.36% | -9.04% | -10.68% | -5.05% | 5.90% | 15.40% | 2.47% | 21.84% |
| 2014 | 4.01% | 6.14% | -4.80% | -8.88% | -0.72% | 4.02% | -4.46% | 0.62% | 1.35% | -2.90% | 9.42% | 3.56% | 6.02% |
| 2013 | 9.36% | 11.70% | -0.44% | 0.27% | 5.27% | -2.02% | 21.96% | 7.03% | 12.17% | 2.48% | -0.35% | 1.28% | 90.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WEN is 41, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
The Wendy's Company provided a 5.52% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.00 | $1.00 | $0.50 | $0.43 | $0.29 | $0.42 | $0.34 | $0.28 | $0.25 | $0.23 | $0.21 | $0.18 |
Dividend yield | 5.52% | 5.13% | 2.21% | 1.80% | 1.32% | 1.89% | 2.18% | 1.71% | 1.81% | 2.09% | 2.27% | 2.06% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.75 | |
| 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 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.21 |
| 2013 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.18 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 86.07%, occurring on Oct 27, 2008. Recovery took 2316 trading sessions.
The current The Wendy's Company drawdown is 28.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.07% | Dec 28, 2006 | 461 | Oct 27, 2008 | 2316 | Jan 9, 2018 | 2777 |
| -70.77% | Sep 30, 1993 | 528 | Oct 31, 1995 | 1975 | Sep 5, 2003 | 2503 |
| -68.61% | Feb 24, 2020 | 18 | Mar 18, 2020 | 90 | Jul 27, 2020 | 108 |
| -43.4% | Jun 9, 2021 | 234 | May 11, 2022 | — | — | — |
| -21.51% | Mar 30, 1993 | 39 | May 25, 1993 | 35 | Jul 15, 1993 | 74 |
Volatility
Volatility Chart
The current The Wendy's Company volatility is 10.73%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of The Wendy's Company compared to its peers in the Restaurants industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WEN in comparison to other companies of the Restaurants industry. Currently, WEN has a PE value of 19.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WEN in comparison to other companies of the Restaurants industry. Currently, WEN has a PEG value of 1.8. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Wendy's Company.
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Income Statement
| TTM | |
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Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
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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 | — |