The Wendys Co Stock Buy Hold or Sell Recommendation
| WEN Stock | USD 14.89 0.07 0.47% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding The Wendys Co is 'Hold'. The recommendation algorithm takes into account all of Wendys' available fundamental, technical, and predictive indicators you will find on this site.
Check out Wendys Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Wendys and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards The Wendys Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
Wendys |
Execute Wendys Buy or Sell Advice
The Wendys recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on The Wendys Co. Macroaxis does not own or have any residual interests in The Wendys Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wendys' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Wendys Trading Alerts and Improvement Suggestions
| The Wendys generated a negative expected return over the last 90 days | |
| The Wendys has a strong financial position based on the latest SEC filings | |
| Over 89.0% of the company outstanding shares are owned by institutional investors | |
| On 16th of December 2024 Wendys paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from aol.com: Wendy Williams family starts GoFundMe to free her from guardianship after star says she only has 15 |
Wendys Returns Distribution Density
The distribution of Wendys' historical returns is an attempt to chart the uncertainty of Wendys' future price movements. The chart of the probability distribution of Wendys daily returns describes the distribution of returns around its average expected value. We use The Wendys Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wendys returns is essential to provide solid investment advice for Wendys.
| Mean Return | -0.36 | Value At Risk | -2.66 | Potential Upside | 2.86 | Standard Deviation | 1.64 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wendys historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Wendys Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Wendys, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading The Wendys Co back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | Squarepoint Ops Llc | 2024-09-30 | 3.3 M | Geode Capital Management, Llc | 2024-09-30 | 3.1 M | Hhg Plc | 2024-09-30 | 3 M | Millennium Management Llc | 2024-09-30 | 2.7 M | Royal Bank Of Canada | 2024-09-30 | 2.6 M | Bank Of New York Mellon Corp | 2024-09-30 | 2.6 M | Two Sigma Investments Llc | 2024-09-30 | 2.1 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 2.1 M | Arrowstreet Capital Limited Partnership | 2024-09-30 | 1.8 M | Trian Fund Management Lp | 2024-09-30 | 30.5 M | Vanguard Group Inc | 2024-09-30 | 22 M |
Wendys Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Other Non Cash Items | (2.0M) | (19.0M) | (37.0M) | (7.7M) | (6.9M) | (7.2M) | |
| Capital Expenditures | 69.0M | 78.0M | 85.5M | 85.0M | 97.8M | 98.5M | |
| Net Income | 117.8M | 200.4M | 177.4M | 204.4M | 235.1M | 246.9M | |
| End Period Cash Flow | 418.2M | 367.0M | 831.8M | 588.8M | 677.1M | 711.0M | |
| Change To Inventory | (841K) | (872K) | (1.2M) | 439K | 504.9K | 530.1K | |
| Change In Cash | 59.5M | (51.3M) | 464.8M | (243.0M) | (279.4M) | (265.5M) | |
| Free Cash Flow | 215.4M | 267.8M | 174.4M | 260.4M | 299.5M | 314.4M | |
| Depreciation | 132.8M | 125.5M | 135.8M | 148.6M | 170.9M | 98.6M | |
| Dividends Paid | 64.9M | 94.8M | 106.8M | (209.3M) | (240.6M) | (228.6M) | |
| Investments | 169K | (9.9M) | (77.8M) | (86.5M) | (77.9M) | (74.0M) | |
| Change Receivables | 16.9M | (16.2M) | (5.6M) | (5.9M) | (6.7M) | (7.1M) | |
| Net Borrowings | (63.8M) | (40.3M) | 116.0M | 463.0M | 532.5M | 559.1M | |
| Change To Netincome | 37.3M | 58.9M | (10.8M) | 61.0M | 54.9M | 57.7M |
Wendys Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wendys or Hotels, Restaurants & Leisure sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wendys' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wendys stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.36 | |
β | Beta against Dow Jones | -0.06 | |
σ | Overall volatility | 1.34 | |
Ir | Information ratio | -0.27 |
Wendys Volatility Alert
The Wendys Co exhibits very low volatility with skewness of -0.08 and kurtosis of 2.14. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wendys' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wendys' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Wendys Fundamentals Vs Peers
Comparing Wendys' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wendys' direct or indirect competition across all of the common fundamentals between Wendys and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wendys or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Wendys' fundamental indicators could also be used in its relative valuation, which is a method of valuing Wendys by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wendys to competition |
| Fundamentals | Wendys | Peer Average |
| Return On Equity | 0.64 | -0.31 |
| Return On Asset | 0.0434 | -0.14 |
| Profit Margin | 0.09 % | (1.27) % |
| Operating Margin | 0.16 % | (5.51) % |
| Current Valuation | 6.64 B | 16.62 B |
| Shares Outstanding | 203.84 M | 571.82 M |
| Shares Owned By Insiders | 8.94 % | 10.09 % |
| Shares Owned By Institutions | 89.49 % | 39.21 % |
| Number Of Shares Shorted | 9.66 M | 4.71 M |
| Price To Earning | 43.12 X | 28.72 X |
| Price To Book | 11.63 X | 9.51 X |
| Price To Sales | 1.37 X | 11.42 X |
| Revenue | 2.18 B | 9.43 B |
| Gross Profit | 771.78 M | 27.38 B |
| EBITDA | 552.05 M | 3.9 B |
| Net Income | 204.44 M | 570.98 M |
| Cash And Equivalents | 700.81 M | 2.7 B |
| Cash Per Share | 3.29 X | 5.01 X |
| Total Debt | 4.14 B | 5.32 B |
| Current Ratio | 2.62 X | 2.16 X |
| Book Value Per Share | 1.28 X | 1.93 K |
| Cash Flow From Operations | 345.42 M | 971.22 M |
| Short Ratio | 2.57 X | 4.00 X |
| Earnings Per Share | 0.94 X | 3.12 X |
| Price To Earnings To Growth | 1.51 X | 4.89 X |
| Target Price | 18.83 | |
| Number Of Employees | 5.1 K | 18.84 K |
| Beta | 0.78 | -0.15 |
| Market Capitalization | 3.02 B | 19.03 B |
| Total Asset | 5.18 B | 29.47 B |
| Retained Earnings | 409.86 M | 9.33 B |
| Working Capital | 455.72 M | 1.48 B |
| Current Asset | 616.57 M | 9.34 B |
Note: Acquisition by Dolan Kristin A of 702 shares of Wendys at 17.22 subject to Rule 16b-3 [view details]
Wendys Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wendys . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Wendys Buy or Sell Advice
When is the right time to buy or sell The Wendys Co? Buying financial instruments such as Wendys Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Wendys in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Chemicals
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Chemicals theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Chemicals Theme or any other thematic opportunities.
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Check out Wendys Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Is Hotels, Restaurants & Leisure space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wendys. If investors know Wendys will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wendys listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.11) | Dividend Share 1 | Earnings Share 0.94 | Revenue Per Share | Quarterly Revenue Growth 0.029 |
The market value of The Wendys is measured differently than its book value, which is the value of Wendys that is recorded on the company's balance sheet. Investors also form their own opinion of Wendys' value that differs from its market value or its book value, called intrinsic value, which is Wendys' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wendys' market value can be influenced by many factors that don't directly affect Wendys' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wendys' value and its price as these two are different measures arrived at by different means. Investors typically determine if Wendys is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wendys' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.