WEN vs. DRI
WEN (The Wendy's Company) and DRI (Darden Restaurants, Inc.) are both stocks. Both operate in the Restaurants industry within the Consumer Cyclical sector. Over the past 10 years, WEN returned -0.57%/yr vs 14.58%/yr for DRI. At a 0.31 correlation, their price movements are largely independent.
Performance
WEN vs. DRI - Performance Comparison
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Returns By Period
In the year-to-date period, WEN achieves a -14.68% return, which is significantly lower than DRI's 9.38% return. Over the past 10 years, WEN has underperformed DRI with an annualized return of -0.57%, while DRI has yielded a comparatively higher 14.58% annualized return.
WEN
- 1D
- -4.99%
- 1M
- 6.68%
- YTD
- -14.68%
- 6M
- -16.98%
- 1Y
- -36.76%
- 3Y*
- -28.88%
- 5Y*
- -17.62%
- 10Y*
- -0.57%
DRI
- 1D
- 0.00%
- 1M
- 3.22%
- YTD
- 9.38%
- 6M
- 13.52%
- 1Y
- -5.93%
- 3Y*
- 10.04%
- 5Y*
- 11.73%
- 10Y*
- 14.58%
WEN vs. DRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEN The Wendy's Company | -14.68% | -45.81% | -11.45% | -9.65% | -2.77% | 10.98% | 0.07% | 45.34% | -3.02% | 23.78% |
DRI Darden Restaurants, Inc. | 9.38% | 1.56% | 17.70% | 22.83% | -4.84% | 29.48% | 10.45% | 12.29% | 6.89% | 35.99% |
Correlation
The correlation between WEN and DRI is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since May 10, 1995 | 0.31 |
The correlation between WEN and DRI shifts across timeframes, from 0.27 (1 year) to 0.42 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
WEN:
$1.19
DRI:
$9.45
WEN:
5.75
DRI:
20.98
WEN:
0.52
DRI:
1.82
WEN:
$1.88B
DRI:
$12.76B
WEN:
$467.83M
DRI:
$7.34B
WEN:
$438.11M
DRI:
$1.80B
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Return for Risk
WEN vs. DRI — Risk / Return Rank
WEN
DRI
WEN vs. DRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Wendy's Company (WEN) and Darden Restaurants, Inc. (DRI). 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.
| WEN | DRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 0.98 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | -0.25 | -0.58 |
| Martin ratioReturn relative to average drawdown | -1.25 | -0.50 | -0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WEN | DRI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | -0.24 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.53 | 0.43 | -0.96 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.02 | 0.41 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.41 | -0.26 |
Drawdowns
WEN vs. DRI - Drawdown Comparison
The maximum WEN drawdown since its inception was -84.54%, which is greater than DRI's maximum drawdown of -72.80%. Use the drawdown chart below to compare losses from any high point for WEN and DRI.
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Drawdown Indicators
| WEN | DRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.54% | -72.80% | -11.74% |
Max Drawdown (1Y)Largest decline over 1 year | -44.55% | -23.92% | -20.63% |
Max Drawdown (3Y)Largest decline over 3 years | -65.88% | -23.92% | -41.96% |
Max Drawdown (5Y)Largest decline over 5 years | -71.84% | -28.38% | -43.46% |
Max Drawdown (10Y)Largest decline over 10 years | -71.84% | -72.80% | +0.96% |
Current DrawdownCurrent decline from peak | -69.96% | -9.50% | -60.46% |
Average DrawdownAverage peak-to-trough decline | -34.32% | -13.00% | -21.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.50% | 11.79% | +17.71% |
Volatility
WEN vs. DRI - Volatility Comparison
The Wendy's Company (WEN) has a higher volatility of 24.39% compared to Darden Restaurants, Inc. (DRI) at 6.24%. This indicates that WEN's price experiences larger fluctuations and is considered to be riskier than DRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEN | DRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.39% | 6.24% | +18.15% |
Volatility (6M)Calculated over the trailing 6-month period | 36.94% | 19.09% | +17.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.31% | 24.68% | +20.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.64% | 27.26% | +6.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.34% | 35.89% | +1.45% |
Dividends
WEN vs. DRI - Dividend Comparison
WEN's dividend yield for the trailing twelve months is around 8.18%, more than DRI's 3.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRI Darden Restaurants, Inc. | 3.03% | 3.15% | 2.90% | 3.07% | 3.34% | 2.29% | 0.99% | 2.99% | 2.76% | 2.48% | 2.92% | 13.76% |
WEN The Wendy's Company | 8.18% | 8.04% | 6.13% | 5.13% | 2.21% | 1.80% | 1.32% | 1.89% | 2.18% | 1.71% | 1.81% | 2.09% |
Financials
WEN vs. DRI - Financials Comparison
This section allows you to compare key financial metrics between The Wendy's Company and Darden Restaurants, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WEN vs. DRI - Profitability Comparison
WEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Wendy's Company reported a gross profit of 24.45M and revenue of 225.50M. Therefore, the gross margin over that period was 10.8%.
DRI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Darden Restaurants, Inc. reported a gross profit of 2.32B and revenue of 3.35B. Therefore, the gross margin over that period was 69.3%.
WEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Wendy's Company reported an operating income of -5.08M and revenue of 225.50M, resulting in an operating margin of -2.3%.
DRI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Darden Restaurants, Inc. reported an operating income of 406.40M and revenue of 3.35B, resulting in an operating margin of 12.2%.
WEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Wendy's Company reported a net income of 45.62M and revenue of 225.50M, resulting in a net margin of 20.2%.
DRI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Darden Restaurants, Inc. reported a net income of 306.80M and revenue of 3.35B, resulting in a net margin of 9.2%.
Frequently Asked Questions
WEN and DRI have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WEN has higher volatility (24.39%) compared to DRI (6.24%). In terms of maximum drawdown, WEN dropped -84.54% vs DRI's -72.80%.
DRI currently has the higher Sharpe Ratio (-0.24 vs -0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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