Overview Dividends

(WEN) The Wendy’s - Ratings and Ratios

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

Hamburger, Fries, Chicken, Salad, Frosty

WEN EPS (Earnings per Share)

EPS Growth (3Y CAGR): -56.97%
EPS Trend (3Y Correlation): -36.6%

WEN Revenue

Revenue Growth (3Y CAGR): 1.90%
Revenue Trend (3Y Correlation): 41.6%

Risk via 10d forecast
Volatility	37.4%
Value at Risk 5%th	58.4%

Reward
Sharpe Ratio	-2.47
Alpha	-64.64

Character
Hurst Exponent	0.328
Beta	0.379

Drawdowns 3y
Max DD	59.45%
Mean DD	22.30%

Description: WEN The Wendy’s November 11, 2025

The Wendy’s Company (NASDAQ: WEN) operates a quick-service restaurant (QSR) network focused on hamburger sandwiches, with its business divided into three segments: Wendy’s U.S., Wendy’s International, and Global Real Estate & Development. The firm both franchises and directly operates restaurants, and it holds a portfolio of owned and leased real-estate assets that support its expansion strategy. Founded in 1969 and headquartered in Dublin, Ohio, the company rebranded from Wendy’s/Arby’s Group in July 2011.

Key operating metrics as of the latest quarter show a 4.2% year-over-year increase in comparable sales and a net unit growth of 150 restaurants, driven largely by franchisee openings. Approximately 95% of Wendy’s locations are franchised, yielding a high-margin royalty and rent stream that insulated earnings during recent labor-cost inflation. The QSR sector remains sensitive to discretionary consumer spending, commodity price volatility (e.g., beef and potatoes), and macro-level wage pressures, all of which are closely watched by analysts.

For a deeper quantitative dive, consider using ValueRay’s analyst toolkit to benchmark Wendy’s performance against its peers and assess the robustness of its franchise-driven earnings model.

WEN Stock Overview

Market Cap in USD	1,627m
Sub-Industry	Restaurants
IPO / Inception	1992-03-17
Return 12m vs S&P 500	-58.3%
Analyst Rating	3.28 of 5

WEN Dividends

Dividend Yield	9.13%
Yield on Cost 5y	4.12%
Yield CAGR 5y	36.27%
Payout Consistency	87.1%
Payout Ratio	105.4%

WEN Growth Ratios

CAGR	-21.57%
CAGR/Max DD Calmar Ratio	-0.36
CAGR/Mean DD Pain Ratio	-0.97
Current Volume	10718.2k
Average Volume	6948.8k

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

(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) 61.26

1. Piotroski 6.0pt = 1.0

2. FCF Yield 4.73% = 2.36

3. FCF Margin 11.54% = 2.89

4. Debt/Equity 36.21 = -2.50

5. Debt/Ebitda 8.33 = -2.50

6. ROIC - WACC (= 4.97)% = 6.21

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?

As of November 11, 2025, the stock is trading at USD 8.54 with a total of 10,718,187 shares traded.
Over the past week, the price has changed by +1.30%, over one month by -1.95%, over three months by -15.94% and over the past year by -51.93%.

Is The Wendy’s a good stock to buy?

Neither. Based on ValueRay´s Fundamental Analyses, The Wendy’s is currently (November 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 61.26 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WEN is around 7.39 USD . This means that WEN is currently overvalued and has a potential downside of -13.47%.

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	11.2	30.8%
Analysts Target Price	11.2	30.8%
ValueRay Target Price	7.8	-8.7%

WEN Fundamental Data Overview November 02, 2025

Market Cap USD = 1.63b (1.63b USD * 1.0 USD.USD)
P/E Trailing = 8.8958
P/E Forward = 9.6525
P/S = 0.7313
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 = 5.43b USD (1.63b + Debt 4.09b - CCE 281.2m)
Interest Coverage Ratio = 2.42 (Ebit TTM 301.4m / Interest Expense TTM 124.8m)
FCF Yield = 4.73% (FCF TTM 256.9m / Enterprise Value 5.43b)
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 = 1.11 (Enterprise Value 5.43b / 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 = 2.50% (E(1.63b)/V(5.72b) * Re(7.41%) + D(4.09b)/V(5.72b) * 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

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle