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.
Correlation
The correlation between WEN and KO is 0.20, 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. KO - Performance Comparison
Key characteristics
WEN:
-0.64
KO:
1.38
WEN:
-0.81
KO:
2.06
WEN:
0.91
KO:
1.25
WEN:
-0.39
KO:
1.35
WEN:
-1.06
KO:
3.00
WEN:
16.04%
KO:
6.99%
WEN:
26.75%
KO:
15.24%
WEN:
-89.80%
KO:
-68.22%
WEN:
-40.33%
KO:
0.00%
Fundamentals
WEN:
$2.95B
KO:
$308.22B
WEN:
$0.95
KO:
$2.46
WEN:
15.49
KO:
29.11
WEN:
1.54
KO:
2.68
WEN:
$1.71B
KO:
$35.76B
WEN:
$638.08M
KO:
$21.67B
WEN:
$427.18M
KO:
$11.30B
Returns By Period
In the year-to-date period, WEN achieves a -8.21% return, which is significantly lower than KO's 16.29% return. Over the past 10 years, WEN has underperformed KO with an annualized return of 5.96%, while KO has yielded a comparatively higher 9.29% annualized return.
WEN
-8.21%
-3.48%
-14.11%
-15.95%
5.61%
5.96%
KO
16.29%
1.67%
1.73%
21.98%
13.84%
9.29%
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Risk-Adjusted Performance
WEN vs. KO — Risk-Adjusted Performance Rank
WEN
KO
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 6.79%, more than KO's 2.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEN The Wendy's Company | 6.79% | 6.13% | 5.13% | 2.21% | 1.80% | 1.32% | 1.89% | 2.18% | 1.71% | 1.81% | 2.09% | 2.27% |
KO The Coca-Cola Company | 2.73% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
WEN vs. KO - Drawdown Comparison
The maximum WEN drawdown since its inception was -89.80%, which is greater than KO's maximum drawdown of -68.22%. 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 6.60% compared to The Coca-Cola Company (KO) at 5.38%. 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