WEN vs. DRI
Compare and contrast key facts about The Wendy's Company (WEN) and Darden Restaurants, Inc. (DRI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEN or DRI.
Key characteristics
| WEN | DRI | |
|---|---|---|
| YTD Return | -4.14% | -6.10% |
| 1Y Return | -17.47% | 2.49% |
| 3Y Return (Ann) | -4.48% | 6.34% |
| 5Y Return (Ann) | 2.41% | 7.72% |
| 10Y Return (Ann) | 11.30% | 16.76% |
| Sharpe Ratio | -0.90 | 0.18 |
| Daily Std Dev | 20.85% | 18.75% |
| Max Drawdown | -89.60% | -72.80% |
| Current Drawdown | -29.66% | -12.99% |
Fundamentals
| WEN | DRI | |
|---|---|---|
| Market Cap | $3.90B | $17.69B |
| EPS | $0.98 | $8.52 |
| PE Ratio | 19.39 | 17.40 |
| PEG Ratio | 1.57 | 1.62 |
| Revenue (TTM) | $2.19B | $11.20B |
| Gross Profit (TTM) | $720.76M | $2.00B |
| EBITDA (TTM) | $515.60M | $1.72B |
Correlation
The correlation between WEN and DRI is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WEN vs. DRI - Performance Comparison
In the year-to-date period, WEN achieves a -4.14% return, which is significantly higher than DRI's -6.10% return. Over the past 10 years, WEN has underperformed DRI with an annualized return of 11.30%, while DRI has yielded a comparatively higher 16.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WEN vs. DRI - Risk-Adjusted Performance 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.
Dividends
WEN vs. DRI - Dividend Comparison
WEN's dividend yield for the trailing twelve months is around 5.43%, more than DRI's 3.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEN The Wendy's Company | 5.43% | 5.13% | 2.21% | 1.80% | 1.32% | 1.89% | 2.18% | 1.71% | 1.81% | 2.09% | 2.27% | 2.06% |
DRI Darden Restaurants, Inc. | 3.45% | 3.07% | 3.34% | 2.29% | 0.99% | 2.99% | 2.76% | 2.48% | 2.92% | 3.09% | 3.75% | 3.86% |
Drawdowns
WEN vs. DRI - Drawdown Comparison
The maximum WEN drawdown since its inception was -89.60%, 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. For additional features, visit the drawdowns tool.
Volatility
WEN vs. DRI - Volatility Comparison
The Wendy's Company (WEN) has a higher volatility of 7.76% compared to Darden Restaurants, Inc. (DRI) at 4.64%. 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.
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