Wendys Stock Performance

WEN
 Stock
  

USD 22.42  0.50  2.28%   

On a scale of 0 to 100, Wendys holds a performance score of 11. The firm maintains a market beta of 0.807, which attests to possible diversification benefits within a given portfolio. Let's try to break down what Wendys's beta means in this case. As returns on the market increase, Wendys returns are expected to increase less than the market. However, during the bear market, the loss on holding Wendys will be expected to be smaller as well. Although it is vital to follow Wendys Company historical price patterns, it is good to be conservative about what you can do with the information regarding equity current price history. The philosophy towards determining future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining Wendys Company technical indicators, you can presently evaluate if the expected return of 0.25% will be sustainable into the future. Please utilizes Wendys Company value at risk, as well as the relationship between the skewness and day median price to make a quick decision on whether Wendys Company historical returns will revert.
  
Wendys Performance
11 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Wendys Company are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite quite unfluctuating technical and fundamental indicators, Wendys disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0228
Payout Ratio
0.62
Last Split Factor
105:100
Forward Annual Dividend Rate
0.5
Dividend Date
2022-12-15
Ex Dividend Date
2022-11-30

Wendys Price Channel

Quick Ratio2.21
Fifty Two Week Low15.77
Target High Price29.00
Fifty Two Week High24.48
Payout Ratio60.49%
Trailing Annual Dividend Yield1.40%
Target Low Price19.00

Wendys Relative Risk vs. Return Landscape

If you would invest  1,934  in Wendys Company on August 28, 2022 and sell it today you would earn a total of  308.00  from holding Wendys Company or generate 15.93% return on investment over 90 days. Wendys Company is generating 0.2471% of daily returns assuming volatility of 1.5784% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Wendys, and above 96% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Wendys is expected to generate 1.14 times more return on investment than the market. However, the company is 1.14 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of risk.

Wendys Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wendys' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wendys Company, and traders can use it to determine the average amount a Wendys' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1565

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Estimated Market Risk
 1.58
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 0.25
  actual daily
 
 4 %
of total potential
 
44
Risk-Adjusted Return
 0.16
  actual daily
 
 11 %
of total potential
 
1111
Based on monthly moving average Wendys is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wendys by adding it to a well-diversified portfolio.

About Wendys Performance

To evaluate Wendys Company Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wendys generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wendys Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wendys Company market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Wendys's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash1.4 M1.5 M
Return on Investment 9.94  9.43 
Return on Average Assets 3.95  4.62 
Return on Average Equity 40.65  39.95 
Return on Invested Capital 0.07  0.07 
Return on Sales 0.10  0.12 

Things to note about Wendys Company

Checking the ongoing alerts about Wendys for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wendys Company help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Wendys Alerts

Equity Alerts and Improvement Suggestions

Wendys Company has a poor financial position based on the latest SEC disclosures
About 72.0% of the company outstanding shares are owned by institutional investors
Latest headline from news.google.com: Wendys central Florida restaurants now sourcing renewable energy from Florida power grid - Marketscreener.com
Check out Your Current Watchlist. Note that the Wendys Company information on this page should be used as a complementary analysis to other Wendys' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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When running Wendys Company price analysis, check to measure Wendys' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wendys is operating at the current time. Most of Wendys' value examination focuses on studying past and present price action to predict the probability of Wendys' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wendys' price. Additionally, you may evaluate how the addition of Wendys to your portfolios can decrease your overall portfolio volatility.
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Is Wendys' industry 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.
Quarterly Earnings Growth YOY
0.32
Market Capitalization
4.7 B
Quarterly Revenue Growth YOY
0.15
Return On Assets
0.038
Return On Equity
0.38
The market value of Wendys Company 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.
Please note, there is a significant difference between Wendys' value and its price as these two are different measures arrived at by different means. Investors typically determine Wendys value 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.