(WEN) The Wendy’s - Ratings and Ratios
Exchange: NASDAQ •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US95058W1009
Hamburger, Fries, Chicken, Salad, Frosty
Dividends
| Dividend Yield | 7.85% |
| Yield on Cost 5y | 3.75% |
| Yield CAGR 5y | 36.27% |
| Payout Consistency | 87.1% |
| Payout Ratio | 68.4% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 37.1% |
| Value at Risk 5%th | 57.3% |
| Relative Tail Risk | -6.04% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -2.05 |
| Alpha | -59.71 |
| CAGR/Max DD | -0.40 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.319 |
| Beta | 0.529 |
| Beta Downside | 0.767 |
| Drawdowns 3y | |
|---|---|
| Max DD | 62.14% |
| Mean DD | 23.72% |
| Median DD | 19.03% |
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.
Piotroski VR‑10 (Strict, 0-10) 5.5
| Net Income (186.1m TTM) > 0 and > 6% of Revenue (6% = 132.5m TTM) |
| FCFTA 0.05 (>2.0%) and ΔFCFTA -0.76pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -6.92% (prev 18.53%; Δ -25.46pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.07 (>3.0%) and CFO 343.9m > Net Income 186.1m (YES >=105%, WARN >=100%) |
| Net Debt (3.83b) to EBITDA (453.8m) ratio: 8.43 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.81 (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 -5.65% (target <= -2.0% for YES) |
| Gross Margin 35.55% (prev 23.85%; Δ 11.71pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 43.95% (prev 43.62%; Δ 0.33pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.36 (EBITDA TTM 453.8m / Interest Expense TTM 125.0m) >= 6 (WARN >= 3) |
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 (Balance) 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 |
| Total Rating: 0.57 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 66.35
| 1. Piotroski 5.50pt |
| 2. FCF Yield 4.46% |
| 3. FCF Margin 10.77% |
| 4. Debt/Equity 37.72 |
| 5. Debt/Ebitda 8.43 |
| 6. ROIC - WACC (= 4.64)% |
| 7. RoE 121.7% |
| 8. Rev. Trend 66.44% |
| 9. EPS Trend 52.85% |
What is the price of WEN shares?
As of December 06, 2025, the stock is trading at USD 8.44 with a total of 6,147,663 shares traded.
Over the past week, the price has changed by +1.56%, over one month by -5.48%, over three months by -16.92% and over the past year by -49.39%.
Over the past week, the price has changed by +1.56%, over one month by -5.48%, over three months by -16.92% and over the past year by -49.39%.
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 | 10.4 | 23% |
| Analysts Target Price | 10.4 | 23% |
| ValueRay Target Price | 7.5 | -10.8% |
WEN Fundamental Data Overview November 26, 2025
Market Cap USD = 1.51b (1.51b USD * 1.0 USD.USD)
P/E Trailing = 8.4043
P/E Forward = 9.3809
P/S = 0.6818
P/B = 14.4507
P/EG = 0.9378
Beta = 0.39
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 = 5.33b USD (1.51b + Debt 4.12b - CCE 291.4m)
Interest Coverage Ratio = 2.36 (Ebit TTM 295.3m / Interest Expense TTM 125.0m)
FCF Yield = 4.46% (FCF TTM 237.8m / Enterprise Value 5.33b)
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 5.33b / 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 = 3.74% (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 = 2.52% (E(1.51b)/V(5.62b) * Re(7.96%) + D(4.12b)/V(5.62b) * Rd(0.77%) * (1-Tc(0.30)))
Discount Rate = 7.96% (= 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≈255.0m ; Y1≈269.0m ; Y5≈317.4m
Fair Price DCF = 29.21 (DCF Value 5.56b / Shares Outstanding 190.3m; 5y FCF grow 5.96% → 3.0% )
EPS Correlation: 52.85 | EPS CAGR: 11.42% | SUE: 2.10 | # QB: 2
Revenue Correlation: 66.44 | Revenue CAGR: 4.07% | SUE: 1.99 | # QB: 1
EPS next Quarter (2026-03-31): EPS=0.18 | Chg30d=-0.016 | Revisions Net=-8 | Analysts=21
EPS next Year (2026-12-31): EPS=0.90 | Chg30d=-0.043 | Revisions Net=-10 | Growth EPS=+3.4% | Growth Revenue=+3.3%
P/E Trailing = 8.4043
P/E Forward = 9.3809
P/S = 0.6818
P/B = 14.4507
P/EG = 0.9378
Beta = 0.39
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 = 5.33b USD (1.51b + Debt 4.12b - CCE 291.4m)
Interest Coverage Ratio = 2.36 (Ebit TTM 295.3m / Interest Expense TTM 125.0m)
FCF Yield = 4.46% (FCF TTM 237.8m / Enterprise Value 5.33b)
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 5.33b / 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 = 3.74% (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 = 2.52% (E(1.51b)/V(5.62b) * Re(7.96%) + D(4.12b)/V(5.62b) * Rd(0.77%) * (1-Tc(0.30)))
Discount Rate = 7.96% (= 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≈255.0m ; Y1≈269.0m ; Y5≈317.4m
Fair Price DCF = 29.21 (DCF Value 5.56b / Shares Outstanding 190.3m; 5y FCF grow 5.96% → 3.0% )
EPS Correlation: 52.85 | EPS CAGR: 11.42% | SUE: 2.10 | # QB: 2
Revenue Correlation: 66.44 | Revenue CAGR: 4.07% | SUE: 1.99 | # QB: 1
EPS next Quarter (2026-03-31): EPS=0.18 | Chg30d=-0.016 | Revisions Net=-8 | Analysts=21
EPS next Year (2026-12-31): EPS=0.90 | Chg30d=-0.043 | Revisions Net=-10 | Growth EPS=+3.4% | Growth Revenue=+3.3%
Additional Sources for WEN Stock
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle