WEN:NGS-Wendy's Company (The) (USD)

EQUITY | Restaurants | Nasdaq Global Select

Last Closing

USD 19.54

Change

0.00 (0.00)%

Market Cap

USD 3.26B

Volume

3.33M

Analyst Target

USD 24.08
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Wendy's Co franchises and operates company-owned Wendy's quick-service restaurants specializing in hamburger sandwiches throughout North America.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-09 )

Largest Industry Peers for Restaurants

Symbol Name Price(Change) Market Cap
SBUX Starbucks Corporation

-1.51 (-1.51%)

USD 112.07B
TXRH Texas Roadhouse Inc

+1.71 (+0.88%)

USD 12.51B
WING Wingstop Inc

-5.13 (-1.49%)

USD 8.67B
CAKE The Cheesecake Factory

+1.07 (+2.28%)

USD 2.33B
PZZA Papa John's International Inc

-2.40 (-4.50%)

USD 1.80B
BLMN Bloomin Brands Inc

-0.41 (-2.94%)

USD 1.41B
CBRL Cracker Barrel Old Country Sto..

-0.77 (-1.68%)

USD 1.06B
FWRG First Watch Restaurant Group I..

-1.87 (-8.73%)

USD 1.04B
JACK Jack In The Box Inc

-1.35 (-2.85%)

USD 0.96B
PTLO Portillo's Inc

-0.27 (-2.18%)

USD 0.86B

ETFs Containing WEN

MENU 0.00 % 0.65 %

N/A

N/A
CSA VictoryShares US Small Ca.. 0.00 % 0.35 %

-0.99 (-0.77%)

USD 0.03B
CSB VictoryShares US Small Ca.. 0.00 % 0.35 %

-0.47 (-0.77%)

USD 0.29B
XLPE:LSE Xtrackers LPX Private Equ.. 0.00 % 0.00 %

-91.50 (-0.77%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Restaurants) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.31% 69% C- 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.31% 69% C- 41% F
Trailing 12 Months  
Capital Gain 3.33% 63% D 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.33% 63% D 38% F
Trailing 5 Years  
Capital Gain -6.06% 58% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.06% 58% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain -2.11% 32% F 33% F
Dividend Return 0.56% 35% F 36% F
Total Return 2.68% 87% B+ 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 15.08% 100% F 83% B
Risk Adjusted Return 3.73% 35% F 37% F
Market Capitalization 3.26B 91% A- 86% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Restaurants) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.30 62% 48%
Price/Book Ratio 14.18 17% 9%
Price / Cash Flow Ratio 11.28 26% 26%
Price/Free Cash Flow Ratio 13.47 60% 27%
Management Effectiveness  
Return on Equity 60.65% 96% 98%
Return on Invested Capital 9.48% 65% 77%
Return on Assets 4.44% 73% 84%
Debt to Equity Ratio 882.18% 4% 2%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.