The Wendys Co Stock Performance
| WEN Stock | USD 19.96 0.25 1.27% |
Wendys has a performance score of 5 on a scale of 0 to 100. The firm maintains a market beta of 0.85, 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 1.3%. 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
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in The Wendys Co are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical and fundamental indicators, Wendys is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 1.45 | Five Day Return 4.96 | Year To Date Return 3.33 | Ten Year Return 136.63 | All Time Return 4 K |
Forward Dividend Yield 0.0507 | Payout Ratio 1.0309 | Last Split Factor 105:100 | Forward Dividend Rate 1 | Dividend Date 2024-03-15 |
| Wendys dividend paid on 15th of March 2024 | 03/15/2024 |
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9 | Best FRYday Yet Wendys Drops Free Any Size Hot Crispy Fries With Any Purchase App Offer EVERY Friday Beginning April 19 | 04/17/2024 |
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11 | 3 Defensive Investments to Make as the VIX Surges to 6-Month Highs | 04/22/2024 |
| Begin Period Cash Flow | 831.8 M |
Wendys |
Wendys Relative Risk vs. Return Landscape
If you would invest 1,872 in The Wendys Co on January 24, 2024 and sell it today you would earn a total of 99.00 from holding The Wendys Co or generate 5.29% return on investment over 90 days. The Wendys Co is generating 0.0901% of daily returns assuming volatility of 1.2955% on return distribution over 90 days investment horizon. In other words, 11% 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 = 0.0695
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| Cash | WEN | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Wendys is performing at about 5% 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 | 0.53 | ||||
| Return On Asset | 0.0446 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 7.67 B | ||||
| Shares Outstanding | 205.36 M | ||||
| Price To Earning | 43.12 X | ||||
| Price To Book | 12.34 X | ||||
| Price To Sales | 1.75 X | ||||
| Revenue | 2.18 B | ||||
| Gross Profit | 720.76 M | ||||
| EBITDA | 526.5 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 | 1.51 X | ||||
| Cash Flow From Operations | 345.42 M | ||||
| Earnings Per Share | 0.97 X | ||||
| Market Capitalization | 4.05 B | ||||
| Total Asset | 5.62 B | ||||
| Retained Earnings | 409.86 M | ||||
| Working Capital | 455.72 M | ||||
| Current Asset | 616.57 M | ||||
| Current Liabilities | 268.77 M | ||||
About Wendys Performance
To evaluate The 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 The 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.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.57 | 1.49 | |
| Return On Tangible Assets | 0.06 | 0.06 | |
| Return On Capital Employed | 0.07 | 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 has a strong financial position based on the latest SEC filings | |
| Over 79.0% of the company outstanding shares are owned by institutional investors | |
| On 15th of March 2024 Wendys paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from investorplace.com: 3 Defensive Investments to Make as the VIX Surges to 6-Month Highs |
- 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 tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the The Wendys information on this page should be used as a complementary analysis to other Wendys' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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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Is Wendys' industry 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 0.2 | Dividend Share 1 | Earnings Share 0.97 | Revenue Per Share 10.414 | Quarterly Revenue Growth 0.008 |
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.