Is Wendys Stock a Good Investment?
Wendys Investment Advice | WEN |
- Examine Wendys' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Wendys' leadership team and their track record. Good management can help Wendys navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Restaraunts Hotels Motels space and any emerging trends that could impact Wendys' business and its evolving consumer preferences.
- Compare Wendys' performance and market position to its competitors. Analyze how Wendys is positioned in terms of product offerings, innovation, and market share.
- Check if Wendys pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Wendys' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in The Wendys Co stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if The Wendys Co is a good investment.
Sell | Buy |
Sell
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Wendys Stock
Researching Wendys' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 93.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.35. The Wendys last dividend was issued on the 2nd of June 2025. The entity had 105:100 split on the 25th of March 1986.
To determine if Wendys is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Wendys' research are outlined below:
| The Wendys generated a negative expected return over the last 90 days | |
| Over 93.0% of the company outstanding shares are owned by institutional investors |
Wendys uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in The Wendys Co. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wendys' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 15th of February 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Wendys' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 2.35 B.Wendys' profitablity analysis
The company has Net Profit Margin of 0.09 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.16 %, which entails that for every 100 dollars of revenue, it generated $0.16 of operating income.Determining Wendys' profitability involves analyzing its financial statements and using various financial metrics to determine if Wendys is a good buy. For example, gross profit margin measures Wendys' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Wendys' profitability and make more informed investment decisions.
Basic technical analysis of Wendys Stock
As of the 22nd of May, Wendys maintains the Mean Deviation of 1.56, standard deviation of 2.23, and Market Risk Adjusted Performance of (0.48). Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of The Wendys Co, as well as the relationship between them.Wendys' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wendys insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wendys' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wendys insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
O'brien Matthew Coley over three weeks ago Acquisition by Obrien Matthew Coley of tradable shares of Wendys subject to Rule 16b-3 | ||
May Peter W over a month ago Acquisition by May Peter W of 2003 shares of Wendys at 15.16 subject to Rule 16b-3 | ||
Kirk Tanner over two months ago Disposition of 44567 shares by Kirk Tanner of Wendys at 15.21 subject to Rule 16b-3 | ||
Dolan Kristin A over three months ago Acquisition by Dolan Kristin A of 702 shares of Wendys at 17.22 subject to Rule 16b-3 | ||
Matthew Spessard over six months ago Disposition of 160 shares by Matthew Spessard of Wendys at 17.12 subject to Rule 16b-3 | ||
E Wunsch over a year ago Acquisition by E Wunsch of tradable shares of Wendys subject to Rule 16b-3 |
Wendys' Outstanding Corporate Bonds
Wendys issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. The Wendys uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wendys bonds can be classified according to their maturity, which is the date when The Wendys Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Wendys' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Wendys' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.28) | |||
| Market Risk Adjusted Performance | (0.48) | |||
| Mean Deviation | 1.56 | |||
| Coefficient Of Variation | (603.06) | |||
| Standard Deviation | 2.23 | |||
| Variance | 4.96 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.31) | |||
| Total Risk Alpha | (0.26) | |||
| Treynor Ratio | (0.49) | |||
| Maximum Drawdown | 10.83 | |||
| Value At Risk | (5.14) | |||
| Potential Upside | 3.06 | |||
| Skewness | (0.24) | |||
| Kurtosis | 1.08 |
| Risk Adjusted Performance | (0.28) | |||
| Market Risk Adjusted Performance | (0.48) | |||
| Mean Deviation | 1.56 | |||
| Coefficient Of Variation | (603.06) | |||
| Standard Deviation | 2.23 | |||
| Variance | 4.96 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.31) | |||
| Total Risk Alpha | (0.26) | |||
| Treynor Ratio | (0.49) | |||
| Maximum Drawdown | 10.83 | |||
| Value At Risk | (5.14) | |||
| Potential Upside | 3.06 | |||
| Skewness | (0.24) | |||
| Kurtosis | 1.08 |
Consider Wendys' intraday indicators
Wendys intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wendys stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Wendys time-series forecasting models is one of many Wendys' stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wendys' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Wendys Stock media impact
There is far too much social signal, news, headlines, and media speculation about Wendys that are available to investors today. This information is accessible both publicly - through Wendys' media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of Wendys-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.
A primary focus of Wendys news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Wendys relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Wendys' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Wendys alpha.
Wendys Corporate Management
| Kevin Vasconi | Chief Officer | Profile | |
| Carlos Ribas | Senior Regions | Profile | |
| Gunther Plosch | Chief Officer | Profile | |
| Deepak Ajmani | U Officer | Profile | |
| Matthew OBrien | Chief Officer | Profile | |
| Abigail Pringle | Chief Development Officer | Profile | |
| Michael Berner | Chief Counsel | Profile |
Already Invested in The Wendys Co?
The danger of trading The Wendys Co is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wendys is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wendys. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile The Wendys is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether The Wendys offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wendys' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of The Wendys Co Stock. Outlined below are crucial reports that will aid in making a well-informed decision on The Wendys Co Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in The Wendys Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Is Restaraunts Hotels Motels space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wendys. If investors know Wendys will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wendys listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of The Wendys is measured differently than its book value, which is the value of Wendys that is recorded on the company's balance sheet. Investors also form their own opinion of Wendys' value that differs from its market value or its book value, called intrinsic value, which is Wendys' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wendys' market value can be influenced by many factors that don't directly affect Wendys' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Wendys' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Wendys is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wendys' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.