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

Company Info

ISIN

US95058W1009

CUSIP

95058W100

Sector

Consumer Cyclical

Industry

Restaurants

IPO Date

Mar 17, 1992

Highlights

Market Cap

$3.48B

EPS (TTM)

$0.94

PE Ratio

18.15

PEG Ratio

1.72

Total Revenue (TTM)

$2.21B

Gross Profit (TTM)

$615.98M

EBITDA (TTM)

$552.54M

Year Range

$15.17 - $20.32

Target Price

$20.49

Short %

8.95%

Short Ratio

3.38

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.


Popular comparisons:
WEN vs. MCD WEN vs. DRI WEN vs. SPY WEN vs. VOO WEN vs. IVV WEN vs. TGT WEN vs. KO WEN vs. VYM WEN vs. AMZN WEN vs. VTI
Popular comparisons:
WEN vs. MCD WEN vs. DRI WEN vs. SPY WEN vs. VOO WEN vs. IVV WEN vs. TGT WEN vs. KO WEN vs. VYM WEN vs. AMZN WEN vs. VTI

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.


-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
2.35%
8.81%
WEN (The Wendy's Company)
Benchmark (^GSPC)

Returns By Period

The Wendy's Company had a return of -9.92% year-to-date (YTD) and -11.59% in the last 12 months. Over the past 10 years, The Wendy's Company had an annualized return of 9.51%, while the S&P 500 had an annualized return of 11.10%, indicating that The Wendy's Company did not perform as well as the benchmark.


WEN

YTD

-9.92%

1M

-6.75%

6M

3.91%

1Y

-11.59%

5Y*

-2.60%

10Y*

9.51%

^GSPC (Benchmark)

YTD

24.66%

1M

0.49%

6M

8.64%

1Y

26.56%

5Y*

13.06%

10Y*

11.10%

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
2024-2.05%-3.78%4.03%6.10%-12.71%-1.40%-0.18%-0.06%5.14%9.08%-3.92%-9.92%
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%-9.45%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%16.55%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%-4.45%0.62%1.35%-2.90%9.42%3.55%6.02%
20139.36%11.70%-0.44%0.26%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 25, meaning it’s performing worse than 75% 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 2525
Overall Rank
The Sharpe Ratio Rank of WEN is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of WEN is 2222
Sortino Ratio Rank
The Omega Ratio Rank of WEN is 2424
Omega Ratio Rank
The Calmar Ratio Rank of WEN is 3131
Calmar Ratio Rank
The Martin Ratio Rank of WEN is 2222
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.


Sharpe ratio
The chart of Sharpe ratio for WEN, currently valued at -0.46, compared to the broader market-4.00-2.000.002.00-0.462.12
The chart of Sortino ratio for WEN, currently valued at -0.52, compared to the broader market-4.00-2.000.002.004.00-0.522.83
The chart of Omega ratio for WEN, currently valued at 0.94, compared to the broader market0.501.001.502.000.941.39
The chart of Calmar ratio for WEN, currently valued at -0.30, compared to the broader market0.002.004.006.00-0.303.13
The chart of Martin ratio for WEN, currently valued at -1.12, compared to the broader market0.0010.0020.00-1.1213.67
WEN
^GSPC

The current The Wendy's Company Sharpe ratio is -0.46. 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.46
2.12
WEN (The Wendy's Company)
Benchmark (^GSPC)

Dividends

Dividend History

The Wendy's Company provided a 6.03% 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.


1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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

6.03%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.00$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
5.0%10.0%15.0%20.0%6.0%
The Wendy's Company has a dividend yield of 6.03%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%104.2%
The Wendy's Company has a payout ratio of 104.17%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-33.90%
-2.37%
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 86.09%, occurring on Oct 27, 2008. Recovery took 2316 trading sessions.

The current The Wendy's Company drawdown is 33.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.09%Dec 28, 2006461Oct 27, 20082316Jan 9, 20182777
-70.77%Sep 30, 1993528Oct 31, 19951975Sep 5, 20032503
-68.61%Feb 24, 202018Mar 18, 202090Jul 27, 2020108
-43.4%Jun 9, 2021234May 11, 2022
-21.51%Mar 30, 199339May 25, 199335Jul 15, 199374

Volatility

Volatility Chart

The current The Wendy's Company volatility is 5.53%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.53%
3.87%
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 assessment of the market value of The Wendy's Company compared to its peers in the Restaurants industry.


PE Ratio
100.0200.0300.0400.018.1
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 18.1. This PE ratio falls in the average range for the industry.
PEG Ratio
-20.0-10.00.010.01.7
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 1.7. 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
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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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