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The Wendy’s Co (WEN)WEN

Upturn stock ratingUpturn stock rating
The Wendy’s Co
$17.63
Delayed price
Profit since last BUY-0.56%
Consider higher Upturn Star rating
upturn advisory
BUY since 3 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

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​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: -4.47%
Upturn Advisory Performance Upturn Advisory Performance1
Avg. Invested days: 35
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Stock Returns Performance Upturn 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​ Upturn stock ratingUpturn stock rating
Stock Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance1

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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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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