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The Wendy’s Co (WEN)WEN
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Upturn Advisory Summary
09/18/2024: WEN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: Stock | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -4.47% | Upturn Advisory Performance 1 | Avg. Invested days: 35 |
Profits based on simulation | Stock Returns Performance 1 | Last Close 09/18/2024 |
Type: Stock | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -4.47% | Avg. Invested days: 35 |
Upturn Star Rating | Stock Returns Performance 1 |
Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 1 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.58B USD |
Price to earnings Ratio 17.99 | 1Y Target Price 19.09 |
Dividends yield (FY) 5.67% | Basic EPS (TTM) 0.98 |
Volume (30-day avg) 2944928 | Beta 0.8 |
52 Weeks Range 15.38 - 20.05 | Updated Date 09/19/2024 |
Company Size Mid-Cap Stock | Market Capitalization 3.58B USD | Price to earnings Ratio 17.99 | 1Y Target Price 19.09 |
Dividends yield (FY) 5.67% | Basic EPS (TTM) 0.98 | Volume (30-day avg) 2944928 | Beta 0.8 |
52 Weeks Range 15.38 - 20.05 | Updated Date 09/19/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.18% | Operating Margin (TTM) 17.94% |
Management Effectiveness
Return on Assets (TTM) 4.44% | Return on Equity (TTM) 60.65% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE 17.99 | Forward PE 16.39 |
Enterprise Value 7221376942 | Price to Sales(TTM) 1.63 |
Enterprise Value to Revenue 3.29 | Enterprise Value to EBITDA 12.94 |
Shares Outstanding 203243008 | Shares Floating 169004441 |
Percent Insiders 8.98 | Percent Institutions 79.48 |
Trailing PE 17.99 | Forward PE 16.39 | Enterprise Value 7221376942 | Price to Sales(TTM) 1.63 |
Enterprise Value to Revenue 3.29 | Enterprise Value to EBITDA 12.94 | Shares Outstanding 203243008 | Shares Floating 169004441 |
Percent Insiders 8.98 | Percent Institutions 79.48 |
Analyst Ratings
Rating 3.42 | Target Price 24.22 | Buy 3 |
Strong Buy 6 | Hold 20 | Sell 2 |
Strong Sell - |
Rating 3.42 | Target Price 24.22 | Buy 3 | Strong Buy 6 |
Hold 20 | Sell 2 | Strong Sell - |
AI Summarization
The Wendy's Company: An Overview
Company Profile
The Wendy's Company (NASDAQ: WEN) is an American multinational fast-food chain founded in 1969. It operates over 6,700 restaurants in 30 countries and territories, primarily under the Wendy's brand. The company also owns and operatesいくつかの他のレストランブランド、以下を含む:
- Arby's
- Pizza Hut
- Taco Bell
- Long John Silver's
- KFC
Top Products and Market Share
Wendy's is known for its square hamburgers, made-to-order sandwiches, and Frosty dessert. The company holds a significant market share in the fast-food industry, with its flagship product, the Baconator, recognized as one of the most popular burgers in the US.
It's important to note that Wendy's doesn't disclose its exact market share, but industry estimates place it around 3-4% of the US burger market.
Financial Performance
Wendy's has a strong financial performance, with consistent revenue growth and profitability. In 2022, the company reported revenue of $2.1 billion and net income of $201 million.
Growth Trajectory
Wendy's is focused on expanding its global footprint and driving same-store sales growth. The company plans to open new restaurants in existing and new markets, while also investing in technology and digital initiatives to enhance the customer experience.
Market Dynamics
The fast-food industry is highly competitive, with numerous players vying for market share. Key factors influencing the industry include consumer preferences, economic conditions, and technological advancements.
Competitors
Wendy's faces competition from other major fast-food chains such as McDonald's (MCD), Burger King (QSR), and Domino's Pizza (DPZ). These companies hold significant market share and resources, making them formidable competitors.
Potential Challenges
Some potential challenges that Wendy's may face include:
- Intensifying competition: The fast-food industry is becoming increasingly competitive, with new entrants and existing players vying for market share.
- Rising costs: Food and labor costs are on the rise, which could put pressure on Wendy's margins.
- Changing consumer preferences: Consumer preferences are constantly evolving, and Wendy's needs to adapt its menu and marketing strategies accordingly.
Potential Opportunities
Despite the challenges, Wendy's also has several opportunities for growth:
- Expanding internationally: Wendy's has a significant growth opportunity in international markets, where it has a smaller presence compared to its domestic operations.
- Leveraging technology: Wendy's can leverage technology to enhance the customer experience and drive efficiency.
- Developing new products: Wendy's can continue to innovate and develop new products that appeal to consumers.
Fundamental Rating based on AI: 7/10
Justification: Wendy's has a strong financial performance, a well-known brand, and a growth-oriented strategy. However, the company faces stiff competition and potential challenges from rising costs and changing consumer preferences. The AI rating of 7/10 reflects these factors, indicating a solid investment opportunity with potential risks.
It's important to note that this is just an AI-based assessment and should not be considered financial advice. Any investment decisions should be made after thorough research and consideration of individual circumstances.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Wendy’s Co
Exchange | NASDAQ | Headquaters | Dublin, OH, United States |
IPO Launch date | 1992-03-17 | President, CEO & Director | Mr. Kirk Tanner |
Sector | Consumer Cyclical | Website | https://www.wendys.com |
Industry | Restaurants | Full time employees | 5100 |
Headquaters | Dublin, OH, United States | ||
President, CEO & Director | Mr. Kirk Tanner | ||
Website | https://www.wendys.com | ||
Website | https://www.wendys.com | ||
Full time employees | 5100 |
The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company in the United States and internationally. It operates through Wendy's U.S., Wendy's International, and Global Real Estate & Development segments. The company is involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger sandwiches. It owns and leases real estate properties. The company was formerly known as Wendy's/Arby's Group, Inc. and changed its name to The Wendy's Company in July 2011. The Wendy's Company was founded in 1969 and is headquartered in Dublin, Ohio.
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