The Wendy's Co.

  • Market Cap: Small Cap
  • Industry: Leisure Services
  • ISIN: US95058W1009
USD
8.54
0.05 (0.59%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

2.3 M

Shareholding (Mar 2025)

FII

8.02%

Held by 159 FIIs

DII

44.25%

Held by 70 DIIs

Promoter

0.01%

How big is The Wendy's Co.?

22-Jun-2025

As of Jun 18, The Wendy's Co. has a market capitalization of $4.96 billion, with net sales of $2.24 billion and a net profit of $191.59 million over the last four quarters.

Market Cap: As of Jun 18, The Wendy's Co. has a market capitalization of 4,958.51 million, classifying it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, The Wendy's Co. reported net sales of 2,235.21 million and a net profit of 191.59 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 259.35 million and total assets of 5,455.72 million.

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What does The Wendy's Co. do?

22-Jun-2025

The Wendy's Company operates quick-service restaurants and has a market capitalization of approximately $4.96 billion. As of March 2025, it reported net sales of $523 million and a net profit of $39 million.

Overview:<BR>The Wendy's Company operates, develops, and franchises a system of quick-service restaurants in the leisure services industry, with a market capitalization in the mid-cap bracket.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 523 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 39 Million (Quarterly Results - Mar 2025) <BR>Market cap: USD 4,958.51 Million (Mid Cap)<BR><BR>Key Metrics:<BR>P/E: 26.00 <BR>Dividend Yield: 3.76% <BR>Debt Equity: 17.82 <BR>Return on Equity: 155.01% <BR>Price to Book: 38.07<BR><BR>Contact Details:<BR>Address: 1 Dave Thomas Blvd, DUBLIN OH: 43017-5452 <BR>Tel: 1 614 7643100 <BR>Website: http://www.wendys.com

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Should I buy, sell or hold The Wendy's Co.?

22-Jun-2025

Who are in the management team of The Wendy's Co.?

22-Jun-2025

As of March 2022, The Wendy's Co. management team includes Non-Executive Chairman Mr. Nelson Peltz, CEO Mr. Todd Penegor, Independent Non-Executive Vice Chairman Mr. Peter May, Directors Mr. Matthew Peltz, Ms. Kristin Dolan, and Mr. Kenneth Gilbert. This team is responsible for the company's strategic direction and operations.

As of March 2022, the management team of The Wendy's Co. includes the following individuals:<BR><BR>- Mr. Nelson Peltz, who serves as the Non-Executive Chairman of the Board.<BR>- Mr. Todd Penegor, who is the President, Chief Executive Officer, and Director.<BR>- Mr. Peter May, who holds the position of Independent Non-Executive Vice Chairman of the Board.<BR>- Mr. Matthew Peltz, who is a Director.<BR>- Ms. Kristin Dolan, who serves as an Independent Director.<BR>- Mr. Kenneth Gilbert, who is also an Independent Director. <BR><BR>This team plays a crucial role in guiding the company's strategic direction and operations.

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Is The Wendy's Co. overvalued or undervalued?

20-Sep-2025

As of January 16, 2025, The Wendy's Co. is considered undervalued with a P/E ratio of 26 and an impressive ROE of 155.01%, despite underperforming the S&P 500, suggesting a potential market mispricing compared to peers like Texas Roadhouse and Aramark.

As of 16 January 2025, The Wendy's Co. has moved from a fair to a very attractive valuation grade. The company appears to be undervalued, particularly when considering its P/E ratio of 26, which is significantly higher than the peer average of 21.98, and an EV to EBITDA ratio of 14.16, also above the peer benchmark. Additionally, the company's impressive ROE of 155.01% suggests strong profitability relative to equity.<BR><BR>In comparison to its peers, Texas Roadhouse, Inc. has a P/E of 24.79, while Aramark stands at 31.90, indicating that The Wendy's Co. is trading at a lower valuation despite its strong performance metrics. Notably, the stock has underperformed against the S&P 500 across multiple periods, with a year-to-date return of -41.60% compared to the S&P 500's 12.22%, highlighting a potential mispricing in the market.

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Is The Wendy's Co. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, The Wendy's Co. is in a mildly bearish trend, with mixed technical indicators showing underperformance against the S&P 500, including a year-to-date return of -42.76% compared to the S&P 500's 14.18%.

As of 3 October 2025, the technical trend for The Wendy's Co. has changed from bearish to mildly bearish. The current stance is mildly bearish, driven by a combination of indicators. The weekly MACD is mildly bullish, while the monthly MACD remains bearish. The RSI shows a bullish signal on the monthly timeframe, but the daily moving averages are bearish. Additionally, Bollinger Bands indicate a bearish trend on the weekly and a mildly bearish trend on the monthly. There is no trend indicated by Dow Theory or OBV on both weekly and monthly timeframes.<BR><BR>In terms of performance, Wendy's has significantly underperformed the S&P 500 across multiple periods, with a year-to-date return of -42.76% compared to the S&P 500's 14.18%, and a one-year return of -47.08% against the S&P 500's 17.82%.

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iScoreScore
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Strong Sell
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Strong Buy

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Dashboard
1

High Debt company with Weak Long Term Fundamental Strength

  • Poor long term growth as Operating profit has grown by an annual rate 8.88% of over the last 5 years
  • High Debt Company with a Debt to Equity ratio (avg) at times
2

Flat results in Jun 25

3

With ROCE of 15.03%, it has a very attractive valuation with a 3.05 Enterprise value to Capital Employed

4

High Institutional Holdings at 100%

5

Consistent Underperformance against the benchmark over the last 3 years

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Leisure Services

stock-summary
Market cap

USD 4,428 Million (Small Cap)

stock-summary
P/E

26.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

3.69%

stock-summary
Debt Equity

21.07

stock-summary
Return on Equity

178.42%

stock-summary
Price to Book

39.22

Revenue and Profits:
Net Sales:
561 Million
(Quarterly Results - Jun 2025)
Net Profit:
55 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-14.77%
0%
-14.77%
6 Months
-26.25%
0%
-26.25%
1 Year
-52.16%
0%
-52.16%
2 Years
-56.29%
0%
-56.29%
3 Years
-62.89%
0%
-62.89%
4 Years
-59.64%
0%
-59.64%
5 Years
-60.84%
0%
-60.84%

The Wendy's Co. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
5.88%
EBIT Growth (5y)
8.88%
EBIT to Interest (avg)
2.87
Debt to EBITDA (avg)
4.07
Net Debt to Equity (avg)
17.82
Sales to Capital Employed (avg)
0.71
Tax Ratio
29.01%
Dividend Payout Ratio
105.80%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
14.03%
ROE (avg)
70.51%
Valuation key factors
Factor
Value
P/E Ratio
26
Industry P/E
Price to Book Value
39.60
EV to EBIT
20.29
EV to EBITDA
14.16
EV to Capital Employed
3.05
EV to Sales
3.35
PEG Ratio
NA
Dividend Yield
3.61%
ROCE (Latest)
15.03%
ROE (Latest)
155.01%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
Bullish
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 84 Schemes (47.7%)

Foreign Institutions

Held by 159 Foreign Institutions (8.02%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is -1.72% vs 1.62% in Jun 2024",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 0.92% vs -8.39% in Jun 2024",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "560.90",
          "val2": "570.70",
          "chgp": "-1.72%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "143.80",
          "val2": "139.90",
          "chgp": "2.79%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "30.90",
          "val2": "31.00",
          "chgp": "-0.32%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-1.90",
          "val2": "-3.10",
          "chgp": "38.71%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "55.10",
          "val2": "54.60",
          "chgp": "0.92%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "183.30%",
          "val2": "173.30%",
          "chgp": "1.00%",
          "chgp_class": "positive"
        }
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  },
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    "link": "annual",
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    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
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      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 2.97% vs 4.11% in Dec 2023",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is -4.89% vs 15.22% in Dec 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "2,246.50",
          "val2": "2,181.60",
          "chgp": "2.97%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "534.80",
          "val2": "526.50",
          "chgp": "1.58%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "123.90",
          "val2": "124.10",
          "chgp": "-0.16%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-17.70",
          "val2": "-16.20",
          "chgp": "-9.26%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "194.40",
          "val2": "204.40",
          "chgp": "-4.89%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "167.80%",
          "val2": "173.20%",
          "chgp": "-0.54%",
          "chgp_class": "negative"
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]
Quarterly Results Snapshot (Consolidated) - Jun'25 - YoYstock-summary
Jun'25
Jun'24
Change(%)
Net Sales
560.90
570.70
-1.72%
Operating Profit (PBDIT) excl Other Income
143.80
139.90
2.79%
Interest
30.90
31.00
-0.32%
Exceptional Items
-1.90
-3.10
38.71%
Consolidate Net Profit
55.10
54.60
0.92%
Operating Profit Margin (Excl OI)
183.30%
173.30%
1.00%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in quarter ended Jun 2025 is -1.72% vs 1.62% in Jun 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended Jun 2025 is 0.92% vs -8.39% in Jun 2024

Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
2,246.50
2,181.60
2.97%
Operating Profit (PBDIT) excl Other Income
534.80
526.50
1.58%
Interest
123.90
124.10
-0.16%
Exceptional Items
-17.70
-16.20
-9.26%
Consolidate Net Profit
194.40
204.40
-4.89%
Operating Profit Margin (Excl OI)
167.80%
173.20%
-0.54%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 2.97% vs 4.11% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -4.89% vs 15.22% in Dec 2023

stock-summaryCompany CV
About The Wendy's Co. stock-summary
stock-summary
The Wendy's Co.
Leisure Services
The Wendy's Company (Wendy) is engaged in the business of operating, developing and franchising a system of quick-service restaurants. The Company operates three segments: Wendy’s U.S., Wendy’s International and Global Real Estate & Development. Wendy’s U.S. includes the operation and franchising of Wendy’s restaurants in the United States. Wendy’s International includes the franchising of Wendy’s restaurants in countries and territories other than the United States. Global Real Estate & Development includes real estate activity for owned sites and sites leased from third parties, which are leased and/or subleased to franchisees, and also includes its share of the income of its Canadian restaurant real estate joint venture. It operates approximately 5,852 Wendy’s restaurants in the United States. Of these restaurants, over 357 were operated by the Company and 5,495 were operated by approximately 241 franchisees.
Company Coordinates stock-summary
Company Details
1 Dave Thomas Blvd , DUBLIN OH : 43017-5452
stock-summary
Tel: 1 614 7643100
stock-summary
Registrar Details