(WEN) The Wendy’s - Overview
Exchange: NASDAQ •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US95058W1009
Stock: Hamburger, Chicken, Salad, Fries, Frosty
Total Rating 26
Risk 70
Buy Signal -1.81
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 5.94% |
| Yield on Cost 5y | 3.92% |
| Yield CAGR 5y | 11.73% |
| Payout Consistency | 86.1% |
| Payout Ratio | 91.8% |
| Risk 5d forecast | |
|---|---|
| Volatility | 29.2% |
| Relative Tail Risk | -5.50% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -1.67 |
| Alpha | -55.92 |
| Character TTM | |
|---|---|
| Beta | 0.542 |
| Beta Downside | 0.711 |
| Drawdowns 3y | |
|---|---|
| Max DD | 62.39% |
| CAGR/Max DD | -0.42 |
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 |
What is the price of WEN shares?
As of February 03, 2026, the stock is trading at USD 7.69 with a total of 9,233,061 shares traded.
Over the past week, the price has changed by -4.83%, over one month by -5.88%, over three months by -7.24% and over the past year by -45.72%.
Over the past week, the price has changed by -4.83%, over one month by -5.88%, over three months by -7.24% and over the past year by -45.72%.
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.
- StrongBuy: 5
- Buy: 2
- Hold: 19
- Sell: 2
- StrongSell: 1
What are the forecasts/targets for the WEN price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 9.9 | 28.7% |
| Analysts Target Price | 9.9 | 28.7% |
| ValueRay Target Price | 6.6 | -14% |
WEN Fundamental Data Overview February 03, 2026
P/E Trailing = 8.2872
P/E Forward = 8.8106
P/S = 0.6723
P/B = 13.5791
P/EG = 0.8812
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 = 5.31b USD (1.48b + Debt 4.12b - CCE 291.4m)
Interest Coverage Ratio = 2.36 (Ebit TTM 295.3m / Interest Expense TTM 125.0m)
EV/FCF = 22.33x (Enterprise Value 5.31b / FCF TTM 237.8m)
FCF Yield = 4.48% (FCF TTM 237.8m / Enterprise Value 5.31b)
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 = 1.07 (Enterprise Value 5.31b / 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 = 2.49% (E(1.48b)/V(5.60b) * Re(7.91%) + D(4.12b)/V(5.60b) * Rd(0.77%) * (1-Tc(0.30)))
Discount Rate = 7.91% (= 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=23
EPS next Year (2026-12-31): EPS=0.87 | Chg30d=-0.006 | Revisions Net=-7 | Growth EPS=+0.3% | Growth Revenue=+3.1%
P/E Forward = 8.8106
P/S = 0.6723
P/B = 13.5791
P/EG = 0.8812
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 = 5.31b USD (1.48b + Debt 4.12b - CCE 291.4m)
Interest Coverage Ratio = 2.36 (Ebit TTM 295.3m / Interest Expense TTM 125.0m)
EV/FCF = 22.33x (Enterprise Value 5.31b / FCF TTM 237.8m)
FCF Yield = 4.48% (FCF TTM 237.8m / Enterprise Value 5.31b)
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 = 1.07 (Enterprise Value 5.31b / 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 = 2.49% (E(1.48b)/V(5.60b) * Re(7.91%) + D(4.12b)/V(5.60b) * Rd(0.77%) * (1-Tc(0.30)))
Discount Rate = 7.91% (= 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=23
EPS next Year (2026-12-31): EPS=0.87 | Chg30d=-0.006 | Revisions Net=-7 | Growth EPS=+0.3% | Growth Revenue=+3.1%