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:
-0.48
KO:
0.75
WEN:
-0.55
KO:
1.15
WEN:
0.94
KO:
1.14
WEN:
-0.31
KO:
0.66
WEN:
-1.16
KO:
1.96
WEN:
10.43%
KO:
4.96%
WEN:
25.10%
KO:
12.93%
WEN:
-86.09%
KO:
-68.21%
WEN:
-33.48%
KO:
-12.67%
Fundamentals
WEN:
$3.48B
KO:
$273.11B
WEN:
$0.94
KO:
$2.41
WEN:
18.15
KO:
26.31
WEN:
1.72
KO:
2.64
WEN:
$2.21B
KO:
$46.37B
WEN:
$615.98M
KO:
$28.02B
WEN:
$552.54M
KO:
$15.46B
Returns By Period
In the year-to-date period, WEN achieves a -9.34% return, which is significantly lower than KO's 9.91% return. Over the past 10 years, WEN has outperformed KO with an annualized return of 9.72%, while KO has yielded a comparatively lower 7.51% annualized return.
WEN
-9.34%
-6.31%
3.88%
-12.32%
-2.48%
9.72%
KO
9.91%
2.37%
1.81%
10.10%
5.97%
7.51%
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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 6.00%, more than KO's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEN The Wendy's Company | 6.00% | 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 | 3.09% | 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 -86.09%, 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 5.52% compared to The Coca-Cola Company (KO) at 4.46%. 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