WEN RSI Chart
Last 7 days
5.2%
Last 30 days
6.3%
Last 90 days
3.4%
Trailing 12 Months
-12.9%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 2.1B | 2.2B | 2.2B | 2.2B |
2022 | 1.9B | 2.0B | 2.0B | 2.1B |
2021 | 1.8B | 1.9B | 1.9B | 1.9B |
2020 | 1.7B | 1.7B | 1.7B | 1.7B |
2019 | 1.6B | 1.6B | 1.7B | 1.7B |
2018 | 1.3B | 1.4B | 1.5B | 1.6B |
2017 | 1.3B | 1.3B | 1.2B | 1.2B |
2016 | 1.8B | 1.7B | 1.6B | 1.4B |
2015 | 1.9B | 1.9B | 1.9B | 1.9B |
2014 | 2.4B | 2.2B | 2.1B | 2.0B |
2013 | 2.5B | 2.5B | 2.5B | 2.5B |
2012 | 2.4B | 2.5B | 2.5B | 2.5B |
2011 | 2.4B | 2.4B | 2.4B | 2.4B |
2010 | 2.4B | 2.4B | 2.4B | 2.4B |
2009 | 0 | 2.0B | 2.2B | 2.4B |
2008 | 0 | 0 | 0 | 1.8B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 03, 2024 | peltz nelson | acquired | 21,985 | 18.46 | 1,191 | - |
Apr 03, 2024 | peltz matthew h. | acquired | 27,117 | 18.46 | 1,469 | - |
Apr 03, 2024 | may peter w | acquired | 30,366 | 18.46 | 1,645 | - |
Apr 03, 2024 | dolan kristin a | acquired | 14,048 | 18.46 | 761 | - |
Mar 15, 2024 | spessard matthew p | sold (taxes) | -311 | 18.33 | -17.00 | chief information officer |
Mar 15, 2024 | spessard matthew p | acquired | - | - | 55.00 | chief information officer |
Mar 09, 2024 | spessard matthew p | acquired | - | - | 4,067 | chief information officer |
Mar 09, 2024 | spessard matthew p | sold (taxes) | -25,788 | 18.42 | -1,400 | chief information officer |
Mar 01, 2024 | gilbert kenneth w | sold | -81,315 | 18.0701 | -4,500 | - |
Feb 26, 2024 | o'brien matthew coley | acquired | - | - | 11,316 | chief people officer |
Which funds bought or sold WEN recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 22, 2024 | RAYMOND JAMES & ASSOCIATES | added | 0.64 | -42,349 | 1,545,990 | -% |
Apr 22, 2024 | MetLife Investment Management, LLC | reduced | -2.98 | -157,810 | 1,973,400 | 0.01% |
Apr 22, 2024 | Raymond James Financial Services Advisors, Inc. | added | 38.55 | 107,701 | 424,484 | -% |
Apr 22, 2024 | Oakworth Capital, Inc. | unchanged | - | -164 | 4,842 | -% |
Apr 19, 2024 | Handelsinvest Investeringsforvaltning | reduced | -34.17 | -95,000 | 165,000 | 0.08% |
Apr 19, 2024 | CALDWELL SUTTER CAPITAL, INC. | unchanged | - | -64.00 | 1,884 | -% |
Apr 19, 2024 | Cutler Group LLC / CA | reduced | -82.00 | -1,000 | - | -% |
Apr 19, 2024 | Advisor Resource Council | sold off | -100 | -372,498 | - | -% |
Apr 19, 2024 | VALLEY NATIONAL ADVISERS INC | added | 1.35 | -1,000 | 12,000 | -% |
Apr 19, 2024 | State of Alaska, Department of Revenue | unchanged | - | -12,000 | 348,000 | -% |
Unveiling Wendy's Co-The's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Wendy's Co-The)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MCD | 199.9B | 25.5B | 23.61 | 7.84 | ||||
SBUX | 99.5B | 36.7B | 23.17 | 2.71 | ||||
CMG | 79.9B | 9.9B | 65.05 | 8.1 | ||||
DRI | 18.7B | 11.2B | 18.06 | 1.67 | ||||
DPZ | 16.7B | 4.5B | 32.26 | 3.74 | ||||
TXRH | 10.5B | 4.6B | 33.66 | 2.26 | ||||
MID-CAP | ||||||||
SHAK | 3.8B | 1.1B | 184.45 | 3.5 | ||||
BLMN | 2.4B | 4.7B | 9.61 | 0.51 | ||||
PZZA | 2.1B | 2.1B | 25.65 | 0.99 | ||||
SMALL-CAP | ||||||||
CAKE | 1.8B | 3.4B | 17.89 | 0.53 | ||||
JACK | 1.1B | 1.7B | 9.82 | 0.69 | ||||
BJRI | 761.5M | 1.3B | 38.73 | 0.57 | ||||
CHUY | 533.4M | 461.3M | 16.93 | 1.16 | ||||
ARKR | 49.1M | 184.8M | -7.82 | 0.27 | ||||
BDL | 47.6M | 177.7M | 13.66 | 0.27 |
Wendy's Co-The News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -1.8% | 541 | 551 | 562 | 529 | 537 | 533 | 538 | 489 | 473 | 470 | 493 | 460 | 474 | 452 | 402 | 405 | 427 | 438 | 435 | 409 | 398 |
Costs and Expenses | 1.1% | 454 | 449 | 452 | 444 | 452 | 434 | 442 | 414 | 396 | 390 | 367 | 377 | 396 | 371 | 342 | 356 | 390 | 359 | 355 | 342 | 352 |
S&GA Expenses | 10.7% | 66.00 | 59.00 | 63.00 | 62.00 | 68.00 | 63.00 | 62.00 | 62.00 | 64.00 | 63.00 | 63.00 | 53.00 | 59.00 | 47.00 | 49.00 | 52.00 | 54.00 | 46.00 | 51.00 | 49.00 | 71.00 |
EBITDA Margin | 1.6% | 0.25* | 0.24* | 0.24* | 0.24* | 0.24* | 0.24* | 0.23* | 0.24* | 0.25* | 0.25* | 0.26* | 0.24* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -2.2% | 30.00 | 31.00 | 31.00 | 32.00 | 32.00 | 32.00 | 32.00 | 26.00 | 26.00 | 26.00 | 28.00 | 29.00 | 31.00 | 29.00 | 29.00 | 29.00 | 29.00 | 28.00 | 30.00 | 29.00 | 30.00 |
Income Taxes | 2.2% | 20.00 | 20.00 | 19.00 | 15.00 | 17.00 | 19.00 | 17.00 | 13.00 | -1.17 | 13.00 | 15.00 | 13.00 | 9.00 | 13.00 | 7.00 | 7.00 | 6.00 | 7.00 | 13.00 | 8.00 | 1.00 |
Earnings Before Taxes | -13.7% | 67.00 | 78.00 | 79.00 | 55.00 | 58.00 | 69.00 | 65.00 | 51.00 | 51.00 | 54.00 | 81.00 | 54.00 | 48.00 | 52.00 | 31.00 | 21.00 | 33.00 | 53.00 | 46.00 | 40.00 | 19.00 |
EBT Margin | 3.2% | 0.13* | 0.12* | 0.12* | 0.12* | 0.12* | 0.12* | 0.11* | 0.12* | 0.13* | 0.12* | 0.13* | 0.10* | - | - | - | - | - | - | - | - | - |
Net Income | -19.1% | 47.00 | 58.00 | 60.00 | 40.00 | 41.00 | 51.00 | 48.00 | 37.00 | 52.00 | 41.00 | 66.00 | 41.00 | 39.00 | 40.00 | 25.00 | 14.00 | 27.00 | 46.00 | 32.00 | 32.00 | 19.00 |
Net Income Margin | 2.7% | 0.09* | 0.09* | 0.09* | 0.08* | 0.08* | 0.09* | 0.09* | 0.10* | 0.11* | 0.10* | 0.10* | 0.08* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -40.7% | 76.00 | 128 | 89.00 | 53.00 | 77.00 | 84.00 | 77.00 | 21.00 | 69.00 | 118 | 73.00 | 86.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | -2.0% | 5,183 | 5,290 | 5,354 | 5,408 | 5,499 | 5,525 | 5,516 | 5,563 | 5,101 | 5,157 | 5,167 | 4,957 | 5,040 | 4,963 | 5,070 | 4,982 | 4,995 | 5,136 | 5,164 | 5,186 | 4,292 |
Current Assets | -9.5% | 838 | 926 | 967 | 1,003 | 1,058 | 1,095 | 1,044 | 1,080 | 593 | 843 | 840 | 641 | 688 | 608 | 698 | 592 | 554 | 674 | 672 | 664 | 666 |
Cash Equivalents | -13.7% | 516 | 598 | 635 | 676 | 746 | 821 | 797 | 828 | 249 | 653 | 640 | 408 | 418 | 406 | 409 | 386 | 359 | 498 | 484 | 472 | 487 |
Inventory | -1.8% | 7.00 | 7.00 | 7.00 | 6.00 | 7.00 | 7.00 | 6.00 | 6.00 | 6.00 | 4.00 | 4.00 | 5.00 | 5.00 | 5.00 | 4.00 | 5.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 |
Net PPE | 0.5% | 891 | 887 | 889 | 885 | 896 | 882 | 890 | 896 | 907 | 873 | 882 | 898 | 916 | 923 | 935 | 949 | 977 | 981 | 992 | 1,003 | 1,023 |
Goodwill | 0.1% | 774 | 773 | 774 | 773 | 773 | 773 | 775 | 776 | 775 | 752 | 753 | 752 | 751 | 750 | 749 | 749 | 756 | 4.00 | 4.00 | 4.00 | 748 |
Liabilities | -1.5% | 4,873 | 4,948 | 4,963 | 4,988 | 5,034 | 5,088 | 5,093 | 5,109 | 4,665 | 4,614 | 4,597 | 4,436 | 4,490 | 4,441 | 4,586 | 4,531 | 4,478 | 4,487 | 4,516 | 4,545 | 3,644 |
Current Liabilities | -5.7% | 382 | 405 | 390 | 400 | 388 | 418 | 399 | 408 | 427 | 407 | 373 | 397 | 413 | 360 | 493 | 431 | 350 | 337 | 341 | 324 | 284 |
Long Term Debt | -1.3% | 2,733 | 2,768 | 2,781 | 2,786 | 2,822 | 2,827 | 2,833 | 2,837 | 2,356 | 2,361 | 2,374 | 2,206 | 2,218 | 2,226 | 2,239 | 2,245 | 2,258 | 2,271 | 2,275 | 2,302 | 2,306 |
LT Debt, Current | 0% | 29.00 | 29.00 | 29.00 | 29.00 | 29.00 | 29.00 | 29.00 | 29.00 | 24.00 | 33.00 | 33.00 | 31.00 | 29.00 | 35.00 | 147 | 151 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 |
LT Debt, Non Current | -1.3% | 2,733 | 2,768 | 2,781 | 2,786 | 2,822 | 2,827 | 2,833 | 2,837 | 2,356 | 2,361 | 2,374 | 2,206 | 2,218 | 2,226 | 2,239 | 2,245 | 2,258 | 2,271 | 2,275 | 2,302 | 2,306 |
Shareholder's Equity | -9.6% | 310 | 343 | 391 | 420 | 466 | 437 | 423 | 455 | 436 | 543 | 570 | 521 | 550 | 522 | 484 | 451 | 516 | 650 | 648 | 641 | 648 |
Retained Earnings | -1.1% | 410 | 414 | 408 | 401 | 415 | 400 | 376 | 355 | 344 | 318 | 303 | 260 | 239 | 216 | 187 | 173 | 186 | 186 | 163 | 154 | 146 |
Additional Paid-In Capital | 0.3% | 2,960 | 2,951 | 2,946 | 2,941 | 2,938 | 2,930 | 2,927 | 2,922 | 2,899 | 2,912 | 2,907 | 2,901 | 2,899 | 2,897 | 2,893 | 2,890 | 2,874 | 2,885 | 2,883 | 2,881 | 2,885 |
Shares Outstanding | -1.0% | 205 | 207 | 210 | 212 | 213 | 213 | 213 | 215 | 216 | 221 | 223 | 222 | - | - | - | - | - | - | - | - | - |
Float | - | - | - | 3,731 | - | - | - | 3,283 | - | - | - | 4,137 | - | - | - | 3,783 | - | - | - | 3,632 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -40.7% | 75,891 | 128,021 | 88,529 | 52,975 | 77,265 | 84,444 | 77,213 | 20,982 | 69,099 | 117,922 | 72,921 | 85,830 | 78,602 | 175,197 | 49,931 | -19,369 | 51,433 | 83,440 | 92,039 | 62,021 | -5,434 |
Share Based Compensation | 6.5% | 6,978 | 6,551 | 5,609 | 4,609 | 7,041 | 5,027 | 6,122 | 6,348 | 5,284 | 5,702 | 5,882 | 5,151 | 3,818 | 5,786 | 4,787 | 4,539 | 4,687 | 3,981 | 4,986 | 5,022 | 3,517 |
Cashflow From Investing | -16.7% | -31,015 | -26,587 | -16,883 | -12,061 | -31,700 | -17,284 | -15,745 | -13,047 | -169,711 | -16,910 | 37,037 | -5,085 | -27,251 | -16,055 | -12,823 | -12,121 | -9,229 | -15,786 | -14,027 | -15,889 | -28,538 |
Cashflow From Financing | -3.3% | -131,078 | -126,949 | -113,998 | -132,278 | -35,831 | -38,202 | -90,095 | 452,802 | -185,261 | -86,410 | 120,591 | -91,662 | -42,579 | -163,593 | -15,139 | 63,404 | -181,940 | -53,180 | -67,625 | -62,551 | -154,801 |
Dividend Payments | -1.5% | 51,382 | 52,156 | 52,612 | 53,103 | 26,626 | 26,607 | 26,635 | 26,911 | 25,883 | 26,684 | 22,123 | 20,156 | 15,690 | 11,202 | 11,181 | 26,793 | 27,084 | 23,087 | 23,124 | 23,069 | 19,746 |
Buy Backs | -15.0% | 47,141 | 55,483 | 50,203 | 36,727 | - | - | 51,950 | - | 142,875 | 41,998 | 28,047 | 55,611 | 15,506 | 1,530 | - | 45,137 | 140,849 | 26,167 | 19,852 | 30,929 | 129,610 |
Consolidated Statements of Operations - USD ($) $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Jan. 01, 2023 | Jan. 02, 2022 | |
Revenues: | |||
Revenues | $ 2,181,578 | $ 2,095,505 | $ 1,896,998 |
Costs and expenses: | |||
Cost of sales | 794,493 | 773,169 | 611,680 |
Franchise support and other costs | 57,243 | 46,736 | 42,900 |
Franchise rental expense | 125,371 | 124,083 | 132,411 |
Advertising funds expense | 428,003 | 430,760 | 411,751 |
General and administrative | 249,964 | 254,979 | 242,970 |
Depreciation and amortization (exclusive of amortization of cloud computing arrangements shown separately below) | 135,789 | 133,414 | 125,540 |
Amortization of cloud computing arrangements | 12,778 | 2,394 | 0 |
System optimization gains, net | (880) | (6,779) | (33,545) |
Reorganization and realignment costs | 9,200 | 698 | 8,548 |
Impairment of long-lived assets | 1,401 | 6,420 | 2,251 |
Other operating income, net | (13,768) | (23,683) | (14,468) |
Costs and expenses | 1,799,594 | 1,742,191 | 1,530,038 |
Operating profit | 381,984 | 353,314 | 366,960 |
Interest expense, net | (124,061) | (122,319) | (109,185) |
Gain (loss) on early extinguishment of debt, net | 2,283 | 0 | (17,917) |
Investment (loss) income, net | (10,358) | 2,107 | 39 |
Other income, net | 29,570 | 10,403 | 681 |
Income before income taxes | 279,418 | 243,505 | 240,578 |
Provision for income taxes | (74,978) | (66,135) | (40,186) |
Net income | $ 204,440 | $ 177,370 | $ 200,392 |
Net income per share: | |||
Basic | $ 0.98 | $ 0.83 | $ 0.91 |
Diluted | $ 0.97 | $ 0.82 | $ 0.89 |
Sales | |||
Revenues: | |||
Revenue from Contract with Customer, Excluding Assessed Tax | $ 930,083 | $ 896,585 | $ 734,074 |
Franchise royalty revenue and fees | |||
Revenues: | |||
Revenue from Contract with Customer, Excluding Assessed Tax | 592,331 | 558,235 | 536,748 |
Franchise Rental Income | |||
Revenues: | |||
Revenue from Contract with Customer, Excluding Assessed Tax | 230,168 | 234,465 | 236,655 |
Advertising funds revenue | |||
Revenues: | |||
Revenue from Contract with Customer, Excluding Assessed Tax | $ 428,996 | $ 406,220 | $ 389,521 |
Consolidated Balance Sheets - USD ($) shares in Thousands, $ in Thousands | Dec. 31, 2023 | Jan. 01, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 516,037 | $ 745,889 |
Restricted cash | 35,848 | 35,203 |
Accounts and notes receivable, net | 121,683 | 116,426 |
Inventories | 6,690 | 7,129 |
Prepaid expenses and other current assets | 39,640 | 26,963 |
Advertising funds restricted assets | 117,755 | 126,673 |
Total current assets | 837,653 | 1,058,283 |
Properties | 891,080 | 895,778 |
Finance lease assets | 228,936 | 234,570 |
Operating lease assets | 705,615 | 754,498 |
Goodwill | 773,727 | 773,088 |
Other intangible assets | 1,219,129 | 1,248,800 |
Investments | 34,445 | 46,028 |
Net investment in sales-type and direct financing leases | 313,664 | 317,337 |
Other assets | 178,577 | 170,962 |
Total assets | 5,182,826 | 5,499,344 |
Current liabilities: | ||
Current portion of long-term debt | 29,250 | 29,250 |
Current portion of finance lease liabilities | 20,250 | 18,316 |
Current portion of operating lease liabilities | 49,353 | 48,120 |
Accounts payable | 27,370 | 43,996 |
Accrued expenses and other current liabilities | 135,149 | 116,010 |
Advertising funds restricted liabilities | 120,558 | 132,307 |
Total current liabilities | 381,930 | 387,999 |
Long-term debt | 2,732,814 | 2,822,196 |
Long-term finance lease liabilities | 568,767 | 571,877 |
Long-term operating lease liabilities | 739,340 | 792,051 |
Deferred income taxes | 270,353 | 270,421 |
Deferred franchise fees | 90,132 | 90,231 |
Other liabilities | 89,711 | 98,849 |
Total liabilities | 4,873,047 | 5,033,624 |
Commitments and contingencies | ||
Stockholders’ equity: | ||
Common stock, $0.10 par value; 1,500,000 shares authorized; 470,424 shares issued; 205,397 and 213,101 shares outstanding, respectively | 47,042 | 47,042 |
Additional paid-in capital | 2,960,035 | 2,937,885 |
Retained earnings | 409,863 | 414,749 |
Common stock held in treasury, at cost; 265,027 and 257,323 shares, respectively | (3,048,786) | (2,869,780) |
Accumulated other comprehensive loss | (58,375) | (64,176) |
Total stockholders’ equity | 309,779 | 465,720 |
Total liabilities and stockholders’ equity | $ 5,182,826 | $ 5,499,344 |
Common Stock, Par Value | $ 0.10 | $ 0.10 |
Common Stock, Shares Authorized | 1,500,000 | 1,500,000 |
Common Stock, Shares Issued | 470,424 | 470,424 |
Common Stock, Shares, Outstanding | 205,397 | 213,101 |
Treasury Stock, Shares | 265,027 | 257,323 |
 | Mr. Todd Allan Penegor |
---|---|
 | wendys.com |
 | Restaurants |
 | 4833 |