(WEN) The Wendy’s - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US95058W1009

Hamburger, Chicken, Salad, Fries, Frosty

Stock: Restaurants
Age 33.9y

MCap 1,605m
Avg Vol 5.14M (42.4M USD)

Beta 0.531
Volatility 33.21%

EPS (Earnings per Share)

EPS CAGR: -42.72%
EPS Trend: -21.5%

Last SUE: -4.00
Qual. Beats: 0

Revenue

Rev. CAGR: 4.07%
Rev. Trend: 66.4%

Last SUE: 1.99
Qual. Beats: 1

Dividends

Dividend Yield	5.94%
Yield on Cost 5y	4.00%
Yield CAGR 5y	11.73%
Payout Consistency	86.1%
Payout Ratio	68.4%

Risk via 5d forecast
Volatility	33.2%
Value at Risk 5%th	51.7%
Relative Tail Risk	-5.39%

Reward TTM
Sharpe Ratio	-1.42
Alpha	-49.58
CAGR/Max DD	-0.39

Character TTM
Hurst Exponent	0.317
Beta	0.531
Beta Downside	0.716

Drawdowns 3y
Max DD	62.14%
Mean DD	25.94%
Median DD	19.93%

Description: WEN The Wendy’s January 14, 2026

The Wendy’s Company (NASDAQ: WEN) operates a quick-service restaurant franchise focused on hamburger sandwiches through three segments-Wendy’s U.S., Wendy’s International, and Global Real Estate & Development-and also holds a portfolio of owned and leased real-estate assets. Founded in 1969 and headquartered in Dublin, Ohio, the firm transitioned from its former name, Wendy’s/Arby’s Group, Inc., to its current identity in July 2011.

Key operational metrics (as of FY 2024) include a same-store sales growth of roughly 4.5% year-over-year and an average ticket size of $9.20, reflecting modest pricing power amid rising commodity costs. The franchise-heavy model drives an operating margin near 27%, while the Real Estate & Development segment contributes roughly 10% of total revenue, providing a hedge against fluctuating consumer traffic. Macro-level drivers such as U.S. consumer confidence, labor cost inflation, and grain price volatility remain material influences on earnings.

For a deeper, data-driven view of Wendy’s valuation and peer comparison, the ValueRay platform offers a concise, research-ready snapshot worth exploring.

Piotroski VR‑10 (Strict, 0-10) 5.5

Net Income: 186.1m TTM > 0 and > 6% of Revenue
FCF/TA: 0.05 > 0.02 and ΔFCF/TA -0.76 > 1.0
NWC/Revenue: -6.92% < 20% (prev 18.53%; Δ -25.46% < -1%)
CFO/TA 0.07 > 3% & CFO 343.9m > Net Income 186.1m
Net Debt (3.83b) to EBITDA (453.8m): 8.43 < 3
Current Ratio: 0.81 > 1.5 & < 3
Outstanding Shares: last quarter (192.7m) vs 12m ago -5.65% < -2%
Gross Margin: 35.55% > 18% (prev 0.24%; Δ 3531 % > 0.5%)
Asset Turnover: 43.95% > 50% (prev 43.62%; Δ 0.33% > 0%)
Interest Coverage Ratio: 2.36 > 6 (EBITDA TTM 453.8m / Interest Expense TTM 125.0m)

Altman Z'' 0.57

A: -0.03 (Total Current Assets 640.9m - Total Current Liabilities 793.7m) / Total Assets 4.98b
B: 0.09 (Retained Earnings 435.3m / Total Assets 4.98b)
C: 0.06 (EBIT TTM 295.3m / Avg Total Assets 5.02b)
D: 0.09 (Book Value of Equity 414.9m / Total Liabilities 4.87b)
Altman-Z'' Score: 0.57 = B

Beneish M -3.00

DSRI: 1.16 (Receivables 128.5m/111.4m, Revenue 2.21b/2.21b)
GMI: 0.67 (GM 35.55% / 23.85%)
AQI: 1.39 (AQ_t 0.68 / AQ_t-1 0.49)
SGI: 1.00 (Revenue 2.21b / 2.21b)
TATA: -0.03 (NI 186.1m - CFO 343.9m) / TA 4.98b)
Beneish M-Score: -3.00 (Cap -4..+1) = A

ValueRay F-Score (Strict, 0-100) 62.50

1. Piotroski: 5.50pt
2. FCF Yield: 4.38%
3. FCF Margin: 10.77%
4. Debt/Equity: 37.72
5. Debt/Ebitda: 8.43
6. ROIC - WACC: 4.57%
7. RoE: 121.7%
8. Revenue Trend: 66.44%
9. EPS Trend: -21.46%

What is the price of WEN shares?

As of January 27, 2026, the stock is trading at USD 8.08 with a total of 8,490,165 shares traded.
Over the past week, the price has changed by -1.10%, over one month by -3.23%, over three months by -7.99% and over the past year by -41.01%.

Is WEN a buy, sell or hold?

The Wendy’s has received a consensus analysts rating of 3.28. Therefor, it is recommend to hold WEN.

Strong Buy: 5
Buy: 2
Hold: 19
Sell: 2
Strong Sell: 1

What are the forecasts/targets for the WEN price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	9.9	23%
Analysts Target Price	9.9	23%
ValueRay Target Price	7.1	-12.3%

WEN Fundamental Data Overview January 27, 2026

P/E Trailing = 8.9574
P/E Forward = 9.5238
P/S = 0.7266
P/B = 14.6773
P/EG = 0.9525
Revenue TTM = 2.21b USD
EBIT TTM = 295.3m USD
EBITDA TTM = 453.8m USD
Long Term Debt = 2.30b USD (from longTermDebt, last quarter)
Short Term Debt = 502.5m USD (from shortTermDebt, last quarter)
Debt = 4.12b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 3.83b USD (from netDebt column, last quarter)
Enterprise Value = 5.43b USD (1.60b + Debt 4.12b - CCE 291.4m)
Interest Coverage Ratio = 2.36 (Ebit TTM 295.3m / Interest Expense TTM 125.0m)
EV/FCF = 22.84x (Enterprise Value 5.43b / FCF TTM 237.8m)
FCF Yield = 4.38% (FCF TTM 237.8m / Enterprise Value 5.43b)
FCF Margin = 10.77% (FCF TTM 237.8m / Revenue TTM 2.21b)
Net Margin = 8.43% (Net Income TTM 186.1m / Revenue TTM 2.21b)
Gross Margin = 35.55% ((Revenue TTM 2.21b - Cost of Revenue TTM 1.42b) / Revenue TTM)
Gross Margin QoQ = 26.48% (prev 29.67%)
Tobins Q-Ratio = 1.09 (Enterprise Value 5.43b / Total Assets 4.98b)
Interest Expense / Debt = 0.77% (Interest Expense 31.5m / Debt 4.12b)
Taxrate = 30.02% (19.0m / 63.2m)
NOPAT = 206.6m (EBIT 295.3m * (1 - 30.02%))
Current Ratio = 0.81 (Total Current Assets 640.9m / Total Current Liabilities 793.7m)
Debt / Equity = 37.72 (Debt 4.12b / totalStockholderEquity, last quarter 109.2m)
Debt / EBITDA = 8.43 (Net Debt 3.83b / EBITDA 453.8m)
Debt / FCF = 16.09 (Net Debt 3.83b / FCF TTM 237.8m)
Total Stockholder Equity = 152.9m (last 4 quarters mean from totalStockholderEquity)
RoA = 3.70% (Net Income 186.1m / Total Assets 4.98b)
RoE = 121.7% (Net Income TTM 186.1m / Total Stockholder Equity 152.9m)
RoCE = 12.04% (EBIT 295.3m / Capital Employed (Equity 152.9m + L.T.Debt 2.30b))
RoIC = 7.16% (NOPAT 206.6m / Invested Capital 2.89b)
WACC = 2.59% (E(1.60b)/V(5.72b) * Re(7.87%) + D(4.12b)/V(5.72b) * Rd(0.77%) * (1-Tc(0.30)))
Discount Rate = 7.87% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: -100.0 | Cagr: -3.65%
[DCF Debug] Terminal Value 86.85% ; FCFF base≈255.0m ; Y1≈268.9m ; Y5≈316.6m
Fair Price DCF = 29.21 (EV 9.39b - Net Debt 3.83b = Equity 5.56b / Shares 190.3m; r=5.90% [WACC]; 5y FCF grow 5.96% → 2.90% )
EPS Correlation: -21.46 | EPS CAGR: -42.72% | SUE: -4.0 | # QB: 0
Revenue Correlation: 66.44 | Revenue CAGR: 4.07% | SUE: 1.99 | # QB: 1
EPS next Quarter (2026-03-31): EPS=0.18 | Chg30d=+0.001 | Revisions Net=-1 | Analysts=24
EPS next Year (2026-12-31): EPS=0.88 | Chg30d=-0.002 | Revisions Net=-6 | Growth EPS=+0.8% | Growth Revenue=+3.1%

Additional Sources for WEN Stock

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Fund Manager Positions: Dataroma | Stockcircle