The Wendys Co Stock Performance
| WEN Stock | USD 18.58 0.60 3.34% |
Wendys has a performance score of 7 on a scale of 0 to 100. The firm maintains a market beta of 0.99, which attests to possible diversification benefits within a given portfolio. Wendys returns are very sensitive to returns on the market. As the market goes up or down, Wendys is expected to follow. The Wendys right now maintains a risk of 1.94%. Please check out The Wendys downside variance, and the relationship between the sortino ratio and accumulation distribution , to decide if The Wendys will be following its historical returns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in The Wendys Co are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating technical and fundamental indicators, Wendys may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 3.06 | Five Day Return 2.94 | Year To Date Return (4.24) | Ten Year Return 114.22 | All Time Return 3.7 K |
Forward Dividend Yield 0.0556 | Payout Ratio 1.0417 | Last Split Factor 105:100 | Forward Dividend Rate 1 | Dividend Date 2024-12-16 |
| Wendys dividend paid on 17th of September 2024 | 09/17/2024 |
1 | Wendys is closing 140 outdated restaurants by end of year | 10/31/2024 |
2 | Wendys closing 140 more restaurants as part of push to update its locations | 11/01/2024 |
3 | Wendys to trim underperforming stores while keeping 2025 development plans in place | 11/04/2024 |
4 | New Dunkin Opens In Aurora, Gives 100 People Free Coffee For A Year | 11/08/2024 |
5 | Independent Director Of Wendys Sold 28 percent Of Their Shares | 11/12/2024 |
6 | Is Wendys The Best Fast Food Stock To Invest In Right Now | 11/14/2024 |
7 | Wendys offering spicy chicken sandwiches for 3.99 Heres how to get yours | 11/18/2024 |
8 | The State With The Most Wendys Locations, Hands Down | 11/20/2024 |
9 | Wendy Boyd to Lead WFGs Agent Distribution Force | 11/22/2024 |
| Begin Period Cash Flow | 831.8 M |
Wendys |
Wendys Relative Risk vs. Return Landscape
If you would invest 1,668 in The Wendys Co on August 27, 2024 and sell it today you would earn a total of 190.00 from holding The Wendys Co or generate 11.39% return on investment over 90 days. The Wendys Co is generating 0.1872% of daily returns assuming volatility of 1.9369% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than Wendys, and above 97% 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 = 0.0966
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Estimated Market Risk
| 1.94 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Wendys is performing at about 7% of its full potential. 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 it 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 | 7.28 B | ||||
| Shares Outstanding | 203.84 M | ||||
| Price To Earning | 43.12 X | ||||
| Price To Book | 14.10 X | ||||
| Price To Sales | 1.66 X | ||||
| Revenue | 2.18 B | ||||
| Gross Profit | 720.76 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 | 0.94 X | ||||
| Market Capitalization | 3.67 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 | 1.57 | 1.49 | |
| Return On Tangible Assets | 0.06 | 0.07 | |
| Return On Capital Employed | 0.08 | 0.05 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.66 | 0.69 |
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 is unlikely to experience financial distress in the next 2 years | |
| 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 | |
| Latest headline from finance.yahoo.com: Wendy Boyd to Lead WFGs Agent Distribution Force |
- 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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
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 10.801 | 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.