WEN vs. KO
Compare and contrast key facts about The Wendy's Company (WEN) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEN or KO.
Performance
WEN vs. KO - Performance Comparison
Returns By Period
In the year-to-date period, WEN achieves a -2.91% return, which is significantly lower than KO's 10.66% return. Over the past 10 years, WEN has outperformed KO with an annualized return of 10.49%, while KO has yielded a comparatively lower 7.07% annualized return.
WEN
-2.91%
-4.58%
4.93%
-0.74%
0.22%
10.49%
KO
10.66%
-8.19%
4.20%
12.52%
7.04%
7.07%
Fundamentals
| WEN | KO | |
|---|---|---|
| Market Cap | $3.65B | $271.35B |
| EPS | $0.94 | $2.43 |
| PE Ratio | 19.06 | 25.92 |
| PEG Ratio | 1.81 | 2.64 |
| Total Revenue (TTM) | $2.21B | $46.37B |
| Gross Profit (TTM) | $615.98M | $28.02B |
| EBITDA (TTM) | $552.54M | $15.46B |
Key characteristics
| WEN | KO | |
|---|---|---|
| Sharpe Ratio | 0.07 | 1.05 |
| Sortino Ratio | 0.29 | 1.55 |
| Omega Ratio | 1.03 | 1.19 |
| Calmar Ratio | 0.05 | 0.89 |
| Martin Ratio | 0.18 | 3.51 |
| Ulcer Index | 10.20% | 3.78% |
| Daily Std Dev | 25.81% | 12.59% |
| Max Drawdown | -86.07% | -40.60% |
| Current Drawdown | -28.76% | -12.07% |
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Correlation
The correlation between WEN and KO is 0.25, 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.
Risk-Adjusted Performance
WEN vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Wendy's Company (WEN) and The Coca-Cola Company (KO). 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. KO - Dividend Comparison
WEN's dividend yield for the trailing twelve months is around 5.52%, more than KO's 3.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEN The Wendy's Company | 5.52% | 5.13% | 2.21% | 1.80% | 1.32% | 1.89% | 2.18% | 1.71% | 1.81% | 2.09% | 2.27% | 2.06% |
KO The Coca-Cola Company | 3.00% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
WEN vs. KO - Drawdown Comparison
The maximum WEN drawdown since its inception was -86.07%, which is greater than KO's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for WEN and KO. For additional features, visit the drawdowns tool.
Volatility
WEN vs. KO - Volatility Comparison
The Wendy's Company (WEN) has a higher volatility of 10.73% compared to The Coca-Cola Company (KO) at 4.26%. This indicates that WEN's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WEN vs. KO - Financials Comparison
This section allows you to compare key financial metrics between The Wendy's Company and The Coca-Cola Company. 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