(WEN) The Wendy’s - Ratings and Ratios
Burgers, Fries, Chicken, Salads, Sodas
WEN EPS (Earnings per Share)
WEN Revenue
Description: WEN The Wendy’s
The Wendys Co, listed on NASDAQ under the ticker symbol WEN, is a prominent player in the US fast-food industry, operating within the Restaurants GICS sub-industry. The companys common stock offers investors a stake in its financial performance.
To evaluate WENs investment potential, key performance indicators (KPIs) such as revenue growth, same-store sales (SSS), and operating margin are crucial. The fast-food industry is highly competitive, and these metrics help assess WENs market share and pricing power. Additionally, metrics like customer traffic and average ticket size provide insights into the companys ability to attract and retain customers.
Economic drivers influencing WENs performance include consumer spending habits, commodity prices (e.g., beef, labor), and macroeconomic factors like GDP growth and unemployment rates. The companys ability to manage costs, particularly labor and food costs, is vital to maintaining profitability. Furthermore, WENs brand strength, marketing efforts, and menu innovation play significant roles in driving customer demand.
From a financial perspective, WENs market capitalization of approximately $1.89 billion and a price-to-earnings (P/E) ratio of 10.45 suggest a relatively modest valuation compared to its earnings. The forward P/E ratio is slightly lower, indicating potential for earnings growth. The high return on equity (RoE) of 83.01% signifies that WEN is generating substantial profits relative to its equity base, which is a positive indicator for investors.
To further analyze WENs stock, it is essential to examine its historical financial performance, including trends in revenue, net income, and cash flow. Additionally, comparing WENs valuation multiples to those of its peers in the industry can help determine if the stock is undervalued or overvalued. By applying a rigorous, data-driven approach, investors can make informed decisions about WENs investment potential.
WEN Stock Overview
| Market Cap in USD | 1,660m |
| Sub-Industry | Restaurants |
| IPO / Inception | 1992-03-17 |
WEN Stock Ratings
| Growth Rating | -84.8% |
| Fundamental | 61.2% |
| Dividend Rating | 81.9% |
| Return 12m vs S&P 500 | -58.7% |
| Analyst Rating | 3.28 of 5 |
WEN Dividends
| Dividend Yield 12m | 8.78% |
| Yield on Cost 5y | 3.95% |
| Annual Growth 5y | 36.27% |
| Payout Consistency | 87.1% |
| Payout Ratio | 78.8% |
WEN Growth Ratios
| Growth Correlation 3m | -80.1% |
| Growth Correlation 12m | -97.1% |
| Growth Correlation 5y | -62.9% |
| CAGR 5y | -20.14% |
| CAGR/Max DD 3y (Calmar Ratio) | -0.35 |
| CAGR/Mean DD 3y (Pain Ratio) | -0.95 |
| Sharpe Ratio 12m | -3.22 |
| Alpha | -60.55 |
| Beta | 0.379 |
| Volatility | 26.67% |
| Current Volume | 3845.1k |
| Average Volume 20d | 5994.3k |
| Stop Loss | 8.5 (-4.3%) |
| Signal | -0.33 |
Piotroski VR‑10 (Strict, 0-10) 6.0
| Net Income (192.1m TTM) > 0 and > 6% of Revenue (6% = 133.5m TTM) |
| FCFTA 0.05 (>2.0%) and ΔFCFTA 0.14pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 8.32% (prev 19.38%; Δ -11.06pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.07 (>3.0%) and CFO 355.9m > Net Income 192.1m (YES >=105%, WARN >=100%) |
| Net Debt (3.81b) to EBITDA (456.9m) ratio: 8.33 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.45 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (192.7m) change vs 12m ago -6.53% (target <= -2.0% for YES) |
| Gross Margin 35.72% (prev 24.23%; Δ 11.49pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 44.59% (prev 43.17%; Δ 1.41pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.42 (EBITDA TTM 456.9m / Interest Expense TTM 124.8m) >= 6 (WARN >= 3) |
Altman Z'' 1.02
| (A) 0.04 = (Total Current Assets 600.4m - Total Current Liabilities 415.2m) / Total Assets 4.89b |
| (B) 0.09 = Retained Earnings (Balance) 417.8m / Total Assets 4.89b |
| (C) 0.06 = EBIT TTM 301.4m / Avg Total Assets 4.99b |
| (D) 0.08 = Book Value of Equity 402.3m / Total Liabilities 4.78b |
| Total Rating: 1.02 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 61.21
| 1. Piotroski 6.0pt = 1.0 |
| 2. FCF Yield 4.70% = 2.35 |
| 3. FCF Margin 11.54% = 2.89 |
| 4. Debt/Equity 36.21 = -2.50 |
| 5. Debt/Ebitda 8.33 = -2.50 |
| 6. ROIC - WACC (= 4.94)% = 6.18 |
| 7. RoE 100.8% = 2.50 |
| 8. Rev. Trend 41.61% = 3.12 |
| 9. EPS Trend -36.56% = -1.83 |
What is the price of WEN shares?
Over the past week, the price has changed by +1.95%, over one month by -6.23%, over three months by -14.83% and over the past year by -52.28%.
Is The Wendy’s a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WEN is around 7.72 USD . This means that WEN is currently overvalued and has a potential downside of -13.06%.
Is WEN a buy, sell or hold?
- 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 | 11.7 | 32.1% |
| Analysts Target Price | 11.7 | 32.1% |
| ValueRay Target Price | 8.1 | -8.3% |
Last update: 2025-10-13 02:03
WEN Fundamental Data Overview
P/E Trailing = 9.0729
P/E Forward = 9.6525
P/S = 0.7458
P/B = 15.8849
P/EG = 1.0159
Beta = 0.379
Revenue TTM = 2.23b USD
EBIT TTM = 301.4m USD
EBITDA TTM = 456.9m USD
Long Term Debt = 2.65b USD (from longTermDebt, last quarter)
Short Term Debt = 154.0m USD (from shortTermDebt, last quarter)
Debt = 4.09b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 3.81b USD (from netDebt column, last quarter)
Enterprise Value = 5.47b USD (1.66b + Debt 4.09b - CCE 281.2m)
Interest Coverage Ratio = 2.42 (Ebit TTM 301.4m / Interest Expense TTM 124.8m)
FCF Yield = 4.70% (FCF TTM 256.9m / Enterprise Value 5.47b)
FCF Margin = 11.54% (FCF TTM 256.9m / Revenue TTM 2.23b)
Net Margin = 8.63% (Net Income TTM 192.1m / Revenue TTM 2.23b)
Gross Margin = 35.72% ((Revenue TTM 2.23b - Cost of Revenue TTM 1.43b) / Revenue TTM)
Gross Margin QoQ = 29.67% (prev 28.27%)
Tobins Q-Ratio = 1.12 (Enterprise Value 5.47b / Total Assets 4.89b)
Interest Expense / Debt = 0.76% (Interest Expense 30.9m / Debt 4.09b)
Taxrate = 27.39% (20.8m / 75.9m)
NOPAT = 218.8m (EBIT 301.4m * (1 - 27.39%))
Current Ratio = 1.45 (Total Current Assets 600.4m / Total Current Liabilities 415.2m)
Debt / Equity = 36.21 (Debt 4.09b / totalStockholderEquity, last quarter 112.9m)
Debt / EBITDA = 8.33 (Net Debt 3.81b / EBITDA 456.9m)
Debt / FCF = 14.82 (Net Debt 3.81b / FCF TTM 256.9m)
Total Stockholder Equity = 190.6m (last 4 quarters mean from totalStockholderEquity)
RoA = 3.92% (Net Income 192.1m / Total Assets 4.89b)
RoE = 100.8% (Net Income TTM 192.1m / Total Stockholder Equity 190.6m)
RoCE = 10.61% (EBIT 301.4m / Capital Employed (Equity 190.6m + L.T.Debt 2.65b))
RoIC = 7.47% (NOPAT 218.8m / Invested Capital 2.93b)
WACC = 2.53% (E(1.66b)/V(5.75b) * Re(7.41%) + D(4.09b)/V(5.75b) * Rd(0.76%) * (1-Tc(0.27)))
Discount Rate = 7.41% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -3.65%
[DCF Debug] Terminal Value 79.05% ; FCFE base≈258.1m ; Y1≈272.2m ; Y5≈321.2m
Fair Price DCF = 29.53 (DCF Value 5.63b / Shares Outstanding 190.6m; 5y FCF grow 5.96% → 3.0% )
EPS Correlation: -36.56 | EPS CAGR: -56.97% | SUE: -4.0 | # QB: 0
Revenue Correlation: 41.61 | Revenue CAGR: 1.90% | SUE: 0.38 | # QB: 0
Additional Sources for WEN Stock
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Fund Manager Positions: Dataroma | Stockcircle