The Wendys Co Stock Performance
| WEN Stock | USD 14.60 0.25 1.68% |
The firm maintains a market beta of 0.0173, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wendys' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wendys is expected to be smaller as well. At this point, The Wendys has a negative expected return of -0.41%. Please make sure to check out Wendys' value at risk, as well as the relationship between the daily balance of power and price action indicator , to decide if The Wendys performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days The Wendys Co has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Stock's technical and fundamental indicators remain very healthy which may send shares a bit higher in February 2025. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (1.68) | Five Day Return (2.28) | Year To Date Return (9.43) | Ten Year Return 42.72 | All Time Return 2.9 K |
Forward Dividend Yield 0.0673 | Payout Ratio | Last Split Factor 105:100 | Forward Dividend Rate 1 | Dividend Date 2024-12-16 |
1 | Heres Why You Should Retain WEN Stock in Your Portfolio Now | 12/09/2024 |
| Wendys dividend paid on 16th of December 2024 | 12/16/2024 |
2 | Acquisition by Suzanne Thuerk of 17985 shares of Wendys subject to Rule 16b-3 | 12/18/2024 |
3 | Wendy Baumann stepping down as president of Wisconsin Womens Business Initiative Corp. | 12/27/2024 |
4 | Acquisition by Dolan Kristin A of 702 shares of Wendys at 17.22 subject to Rule 16b-3 | 01/03/2025 |
5 | Wendys offering 25 cent burgers, launches 2 for 7 menu Heres how to get the deals | 01/08/2025 |
6 | This Franchise Executive Found a Concept She Loved. So She Didnt Just Invest She Bought the Brand. | 01/10/2025 |
7 | NASCARs New Rule Blasted by Critic Ahead of Daytona 500 | 01/13/2025 |
8 | Is Wendys unveiling a new Girl Scout cookie-flavored Frosty | 01/14/2025 |
9 | The Wendys Company to Report Fourth Quarter and Full Year 2024 Results on February 13, 2025 and Host an Investor Day on March 6, 2025 | 01/15/2025 |
10 | Wendy Williams Breaks Silence on Guardianship I Feel Like I am in Prison | 01/16/2025 |
| Begin Period Cash Flow | 831.8 M |
Wendys |
Wendys Relative Risk vs. Return Landscape
If you would invest 1,900 in The Wendys Co on October 20, 2024 and sell it today you would lose (440.00) from holding The Wendys Co or give up 23.16% of portfolio value over 90 days. The Wendys Co is generating negative expected returns assuming volatility of 1.6265% on return distribution over 90 days investment horizon. In other words, 14% of stocks are less volatile than Wendys, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Wendys Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wendys' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Wendys Co, and traders can use it to determine the average amount a Wendys' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2526
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| Negative Returns | WEN |
Estimated Market Risk
| 1.63 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.41 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.25 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wendys is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wendys by adding Wendys to a well-diversified portfolio.
Wendys Fundamentals Growth
Wendys Stock prices reflect investors' perceptions of the future prospects and financial health of Wendys, and Wendys fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wendys Stock performance.
| Return On Equity | 0.64 | ||||
| Return On Asset | 0.0434 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 6.59 B | ||||
| Shares Outstanding | 203.84 M | ||||
| Price To Earning | 43.12 X | ||||
| Price To Book | 11.45 X | ||||
| Price To Sales | 1.37 X | ||||
| Revenue | 2.18 B | ||||
| Gross Profit | 771.78 M | ||||
| EBITDA | 552.05 M | ||||
| Net Income | 204.44 M | ||||
| Cash And Equivalents | 700.81 M | ||||
| Cash Per Share | 3.29 X | ||||
| Total Debt | 4.14 B | ||||
| Current Ratio | 2.62 X | ||||
| Book Value Per Share | 1.28 X | ||||
| Cash Flow From Operations | 345.42 M | ||||
| Earnings Per Share | 0.92 X | ||||
| Market Capitalization | 3.03 B | ||||
| Total Asset | 5.18 B | ||||
| Retained Earnings | 409.86 M | ||||
| Working Capital | 455.72 M | ||||
| Current Asset | 616.57 M | ||||
| Current Liabilities | 268.77 M | ||||
About Wendys Performance
By examining Wendys' fundamental ratios, stakeholders can obtain critical insights into Wendys' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Wendys is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 2.00 | 1.90 | |
| Return On Tangible Assets | 0.06 | 0.06 | |
| Return On Capital Employed | 0.09 | 0.05 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.59 | 0.62 |
Things to note about The Wendys performance evaluation
Checking the ongoing alerts about Wendys for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for The Wendys help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 nytimes.com: Wendy Williams Breaks Silence on Guardianship I Feel Like I am in Prison |
- Analyzing Wendys' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wendys' stock is overvalued or undervalued compared to its peers.
- Examining Wendys' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wendys' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wendys' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wendys' stock. These opinions can provide insight into Wendys' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
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 0.92 | 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.