Wendys (Germany) Performance
| TQK Stock | EUR 17.77 0.11 0.62% |
Wendys has a performance score of 3 on a scale of 0 to 100. The firm maintains a market beta of 0.0745, 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. Wendys right now maintains a risk of 1.25%. Please check out Wendys standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to decide if Wendys will be following its historical returns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in The Wendys are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound forward-looking signals, Wendys is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 367 M |
Wendys |
Wendys Relative Risk vs. Return Landscape
If you would invest 1,739 in The Wendys on January 19, 2024 and sell it today you would earn a total of 49.00 from holding The Wendys or generate 2.82% return on investment over 90 days. The Wendys is generating 0.0519% of daily returns assuming 1.2532% volatility of returns over the 90 days investment horizon. Simply put, 11% of all stocks have less volatile historical return distribution than Wendys, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading 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, 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 = 0.0414
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| Cash | TQK | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Wendys is performing at about 3% 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.
| Current Valuation | 8.11 B | |||
| Price To Book | 11.28 X | |||
| Price To Sales | 2.47 X | |||
| Revenue | 2.1 B | |||
| EBITDA | 489.46 M | |||
| Total Debt | 2.36 B | |||
| Cash Flow From Operations | 345.77 M | |||
| Total Asset | 5.1 B | |||
About Wendys Performance
To evaluate Wendys Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wendys generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wendys Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wendys market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Wendys's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Things to note about 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 Wendys help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wendys' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wendys' stock performance include:- 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 World Market Map to better understand how to build diversified portfolios, which includes a position in The Wendys. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Complementary Tools for Wendys Stock analysis
When running Wendys' price analysis, check to measure Wendys' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wendys is operating at the current time. Most of Wendys' value examination focuses on studying past and present price action to predict the probability of Wendys' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wendys' price. Additionally, you may evaluate how the addition of Wendys to your portfolios can decrease your overall portfolio volatility.
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