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:
-0.70
KO:
0.42
WEN:
-0.91
KO:
0.69
WEN:
0.90
KO:
1.08
WEN:
-0.44
KO:
0.35
WEN:
-1.56
KO:
0.88
WEN:
11.39%
KO:
6.14%
WEN:
25.19%
KO:
12.91%
WEN:
-86.09%
KO:
-68.21%
WEN:
-39.66%
KO:
-14.17%
Fundamentals
WEN:
$3.08B
KO:
$266.09B
WEN:
$0.94
KO:
$2.41
WEN:
16.10
KO:
25.63
WEN:
1.53
KO:
2.62
WEN:
$1.67B
KO:
$35.52B
WEN:
$467.06M
KO:
$21.81B
WEN:
$415.37M
KO:
$12.30B
Returns By Period
In the year-to-date period, WEN achieves a -7.18% return, which is significantly lower than KO's -0.79% return. Both investments have delivered pretty close results over the past 10 years, with WEN having a 7.04% annualized return and KO not far ahead at 7.17%.
WEN
-7.18%
-10.42%
-14.61%
-15.82%
-3.87%
7.04%
KO
-0.79%
-1.25%
-3.90%
6.11%
4.86%
7.17%
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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 6.61%, more than KO's 3.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEN The Wendy's Company | 6.61% | 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 | 3.14% | 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 -86.09%, which is greater than KO's maximum drawdown of -68.21%. 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 5.06% compared to The Coca-Cola Company (KO) at 3.76%. 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