Wendys Stock Analysis


USD 22.18  0.51  2.25%   

The latest price rise of The Wendys may raise some interest from institutional investors as it is trading at a share price of 22.18 on 2,407,400 in trading volume. The company directors and management may have good odds in positioning the company resources to exploit market volatility in January. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.4. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Wendys stock analysis report makes it easy to digest most publicly released information about Wendys and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Wendys Stock analysis module also helps to analyze the Wendys price relationship with some important fundamental indicators such as market cap and management efficiency.

Wendys Stock Analysis Notes

About 72.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.16. The Wendys last dividend was issued on the 30th of November 2022. The entity had 105:100 split on the 25th of March 1986. The Wendys Company, together with its subsidiaries, operates as a quick-service restaurant company. The Wendys Company was founded in 1969 and is headquartered in Dublin, Ohio. Wendys operates under Restaurants classification in the United States and is traded on NASDAQ Exchange. It employs 4833 people. For more information please call Emil Brolick at 614 764 3100 or visit https://www.wendys.com.

The Wendys Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Wendys' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding The Wendys Co or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The Wendys 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

The Wendys Upcoming and Recent Events

Earnings reports are used by Wendys to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: 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.
Upcoming Quarterly Report10th of February 2022
Next Financial Report11th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End10th of February 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Wendys Thematic Classifications

In addition to having Wendys stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Restaurants, Coffee Shops and other eateries

Wendys Market Capitalization

The company currently falls under 'Mid-Cap' category with total capitalization of 4.81 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Wendys's market, we take the total number of its shares issued and multiply it by Wendys's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Wendys Profitablity

Wendys' profitability indicators refer to fundamental financial ratios that showcase Wendys' ability to generate income relative to its revenue or operating costs. If, let's say, Wendys is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Wendys' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Wendys' profitability requires more research than a typical breakdown of Wendys' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.12 %, 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 0.2 %, which entails that for every 100 dollars of revenue, it generated 0.0 of operating income.
Last ReportedProjected for 2022
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 

Management Efficiency

The entity has Return on Asset of 0.038 % which means that on every $100 spent on asset, it made $0.038 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 0.3841 %, implying that it generated $0.3841 on every 100 dollars invested. Wendys management efficiency ratios could be used to measure how well the wendys manages its routine affairs as well as how well it operates its assets and liabilities. Wendys Return on Average Assets are quite stable at the moment as compared to the past year. The company's current value of Return on Average Assets is estimated at 4.62. Return on Invested Capital is expected to rise to 0.07 this year, although the value of Return on Investment will most likely fall to 9.43. Wendys Tangible Assets Book Value per Share are quite stable at the moment as compared to the past year. The company's current value of Tangible Assets Book Value per Share is estimated at 15.04. Tangible Asset Value is expected to rise to about 1.2 B this year, although the value of Total Assets will most likely fall to about 4.8 B.
Last ReportedProjected for 2022
Book Value per Share 6.18  7.04 
Enterprise Value over EBIT 19.80  21.36 
Enterprise Value over EBITDA 16.55  17.35 
Price to Book Value 4.65  5.02 
Tangible Assets Book Value per Share 12.53  15.04 
Enterprise Value2.2 B2.2 B
Tangible Asset Value871.6 M1.2 B

Technical Drivers

As of the 2nd of December, Wendys maintains the Downside Deviation of 1.41, mean deviation of 1.16, and Market Risk Adjusted Performance of 1.31. 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. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We were able to analyze and collect data for nineteen technical drivers for The Wendys, which can be compared to its rivals. Please check out The Wendys downside deviation, jensen alpha, as well as the relationship between the Jensen Alpha and downside variance to decide if The Wendys is priced fairly, providing market reflects its latest price of 22.18 per share. Given that The Wendys Co has jensen alpha of 0.3247, we strongly advise you to confirm The Wendys's prevalent market performance to make sure the company can sustain itself at a future point.

The Wendys Price Movement Analysis

The output start index for this execution was five with a total number of output elements of twelve. The Triangular Moving Average shows Wendys double smoothed mean price over a specified number of previous prices (i.e., averaged twice).

The 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.

Wendys Technical and Predictive Indicators

Wendys Forecast Models

Wendys time-series forecasting models is one of many Wendys' stock analysis techniquest 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.

About Wendys Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Wendys prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Wendys shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as Wendys. By using and applying Wendys Stock analysis, traders can create a robust methodology for identifying Wendys entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 17.58  20.17 
EBITDA Margin 22.04  24.94 
Gross Margin 60.78  58.77 
Profit Margin 10.56  13.91 

Current Wendys Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Wendys analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Wendys analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
The Wendys Co current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Wendys analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Wendys stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of The Wendys, talking to its executives and customers, or listening to Wendys conference calls.
Wendys Analyst Advice Details

Wendys Stock Analysis Indicators

The Wendys Co stock analysis indicators help investors evaluate how Wendys stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Wendys shares will generate the highest return on investment. By understating and applying Wendys stock analysis, traders can identify Wendys position entry and exit signals to maximize returns.
Begin Period Cash Flow418241000.00
Common Stock Shares Outstanding224405000.00
Total Stockholder Equity436405000.00
DescriptionThe Wendys Company, together with its subsidiaries, operates as a quick-service restaurant company. It operates through three segments Wendys U.S., Wendys International, and Global Real Estate Development. The compa
Total Cashflows From Investing Activities-154669000.00
Tax Provision40186000.00
Quarterly Earnings Growth Y O Y0.319
Property Plant And Equipment Net1963766000.00
Retained Earnings344198000.00
Cash And Short Term Investments249438000.00
Retained Earnings Total Equity344198000.00
Accounts Payable41163000.00
Net Debt3606971000.00
50 Day M A20.2276
Total Current Liabilities426925000.00
Currency CodeUSD
Other Operating Expenses1552784000.00
Non Current Assets Total4508542000.00
Forward Price Earnings23.3645
Common Stock Total Equity47042000.00
Non Currrent Assets Other139130000.00
Check out Your Current Watchlist. Note that the The Wendys 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 Transaction History module to view history of all your transactions and understand their impact on performance.

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When running The Wendys 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
Market Capitalization
4.8 B
Quarterly Revenue Growth YOY
Return On Assets
Return On Equity
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.
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.