Wendy's Company (The) (WEN)
NEUTRAL基本面
65
价格
$9.05
市值
$1.68B
第一部分 · 这家公司值多少
概览
The Wendy's Company, together with its subsidiaries, engages in the operation, development, and franchising of a system of quick-service restaurants in the United States and internationally. The company operates through the Wendy's U.S., Wendy's International, and Global Real Estate & Development segments. Its restaurants offer a menu that includes hamburger sandwiches and chicken sandwiches; chicken tenders and nuggets, chili, french fries, baked potatoes, salads, soft drinks, Frosty desserts, and kids' meals; breakfast menu, including the Breakfast Baconator sandwich and seasoned products; and a variety of promotional products on a limited time basis. The company also owns and leases real estate properties. As of December 28, 2025, there were 5,969 Wendy's restaurants in operation in the United States and 1,428 Wendy's restaurants in operation in 38 foreign countries and U.S. territories. 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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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
资产负债表与流动性
营收
$2.20B
最近12个月(截至2026/6/28)
净利润
$126M
最近12个月(截至2026/6/28)
自由现金流
$243M
股东权益合计
$117M
负债合计
$4.84B
流动比率
1.90
利息覆盖率
2.27
债务/EBITDA
8.22
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$17.66
当前价格
$9.05
安全边际
+48.7%
公允价值区间
$11.48 - $23.85
估算方法
估值指标
市盈率(P/E)
13.39
ROE
140.6%
市净率(P/B)
13.99
P/FCF
6.38
毛利率
63.0%
ROIC
5.2%
盈利能力雷达图
Value Creation (Economic Moat)
ROIC
5.2%
WACC
4.0%
ROIC − WACC
+1.2 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
基本面分析标准
通过(16)
- EPS shows upward trend
- EPS CAGR 32.00%
- ROIC 5.2%
- Gross Margin 63.0%
- P/FCF 6.38
- Operating Margin 13.6%
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Return on Tangible Assets
- DCF valuation (Undervalued)
- ROE 109.0%
- Earnings Surprise avg 15.9%
- PEG Ratio 1.25
- Earnings Quality (OCF/NI) 2.84
- Share Dilution -5.1%
未通过(11)
- Price CAGR -3.98%
- P/B Ratio 13.99
- Debt/Equity ratio
- CapEx intensity
- Debt/EBITDA
- Low reliance on intangibles
- Price below Graham Number
- Revenue Growth 5Y 4.7%
- Analyst Consensus 12% Buy
- Net Margin Trend 5.7% vs 8.6%
- Piotroski F-Score 4/9
不可用(1)
- Dividend Payout NaN%
Piotroski F-评分
信号混杂:部分领域需关注
盈利质量
高质量:盈利有现金流支撑
股权稀释
正在回购股份,对股东友好
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| Mr. John K. Min | Chief Legal Officer & Secretary | 45 |
| Mr. Eric J. Wunsch Esq. | President of International | 54 |
| Mr. Pete Suerken | President of U.S. | - |
| Mr. Robert D. Wright | President, CEO & Director | 58 |
| Mr. Steven W. Cirulis | Chief Financial Officer & Chief Strategy Officer | 54 |
| Mr. Aaron M. Kale | Chief Accounting Officer, Principal Accounting Officer & VP of Tax | 48 |
| Mr. Matthew P. Spessard | Chief Information Officer | 42 |
| Mr. Aaron Broholm | Head of Investor Relations | - |
| Ms. Heidi S. Schauer | Vice President of Communications, Public Affairs & Customer Care | - |
| Ms. Liliana M. Esposito | Chief Corporate Affairs & Sustainability Officer | 50 |
审计风险
3
董事会风险
3
薪酬风险
6
股东权利风险
1
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。
Latest News
Recent headlines for WEN, sourced from Markets Gazette.
- 7d agoNEGATIVENelson Peltz might take Wendy’s private following six straight quarterly sales declines as customers flee its poor franchise models and bad marketing
Nelson Peltz is reportedly considering taking Wendy's private amidst a challenging period for the fast-food chain. This potential move follows six consecutive quarters of declining sales, attributed to issues with franchise models and marketing strategies. The news suggests significant underlying operational problems that could deter public market investors. If Peltz's bid materializes, it signals a lack of confidence in Wendy's ability to recover as a publicly traded entity, potentially leading to a delisting and a reassessment of its long-term value proposition.
- 13d agoPOSITIVEWendy’s Shares Jumps On Peltz Bid News
Wendy's shares surged to a seven-week high following reports that Trian Fund Management, led by Nelson Peltz, is preparing a bid to take the fast-food chain private. This news has injected significant investor interest into the company, driving its stock price upward. The potential privatization suggests a belief in the underlying value of Wendy's assets or operations, which could be unlocked or restructured under new ownership. Investors are likely reacting to the prospect of a premium acquisition price.
- 6/24/2026POSITIVEIs Wendy’s the next meme stock? Everyday traders are trying to ‘save’ the fast-food chain.
Wendy's Company shares surged 25% in early trading on Wednesday, fueled by a surge of interest from retail traders attempting to replicate the 'meme stock' phenomenon. This significant price jump, driven by online community sentiment rather than fundamental company news, has caught market observers' attention. While the long-term impact remains uncertain, the short-term rally highlights the power of coordinated retail trading activity in influencing stock prices, potentially attracting further speculative interest.
- 6/24/2026POSITIVEWendy’s Soars 42% Following Viral Reddit Post
Wendy's Co. experienced a remarkable surge of 42% in its stock price, fueled by a viral post on Reddit that mobilized the meme-stock community. This rally behind the fast-food chain, famous for its Frosty and Biggie Deal, highlights the significant influence of social media sentiment on market movements. Investors are closely watching to see if this momentum can be sustained beyond the speculative trading activity, as the company's fundamental performance will ultimately determine its long-term valuation.
- 6/8/2026NEUTRALWall Street's Most Accurate Analysts Give Their Take On 3 Consumer Stocks With Over 6% Dividend Yields
The article highlights three consumer discretionary stocks offering dividend yields exceeding 6%, with a focus on Wendy's appointment of a new CEO. While the specific impact of the CEO change on Wendy's financial performance is not detailed, the news positions it among companies attractive to investors seeking income in volatile markets. Other companies mentioned, Newell Brands and Vail Resorts, are noted for different strategic moves and analyst sentiment, suggesting a mixed outlook across the consumer discretionary sector.
- 5/12/2026POSITIVEWendy's Shares Surge On Reported Buyout Interest From Nelson Peltz's Trian
Wendy's shares experienced a significant surge on Tuesday following reports that Trian Fund Management, led by Nelson Peltz, is exploring a potential take-private transaction. The activist investor is reportedly seeking support from other investors for a bid to acquire the fast-food chain. This news has ignited investor interest, driving up the stock price as the market anticipates a potential acquisition premium. For shareholders, this development presents an opportunity for a lucrative exit if the deal materializes.
- 5/8/2026NEGATIVEWendy's Turnaround Faces Margin Pressure From Inflation, Slower Traffic
Wendy's reported Q1 earnings that surpassed analyst expectations, with earnings per share (EPS) at $0.25, beating the consensus estimate of $0.23. However, the company is experiencing significant margin pressure due to rising inflation impacting ingredient costs and a slowdown in customer traffic. This dual challenge threatens the effectiveness of their ongoing turnaround strategy. Investors are weighing the positive earnings surprise against the persistent operational headwinds that could hinder future growth and profitability.
- 5/8/2026NEUTRALWendy's Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Wendy's is scheduled to report its first-quarter earnings on May 8th. Current analyst consensus forecasts earnings per share of $0.10, a significant decrease from the $0.20 reported in the same quarter last year. Despite this downward revision in expectations, the stock saw a modest 0.6% increase on Thursday. Recent analyst ratings show mixed sentiment, with Stephens & Co. maintaining an Overweight rating, while Argus Research downgraded its rating from Buy to Hold in November 2021, and RBC Capital maintains a Sector Perform rating. Investors will be closely watching the earnings report for any signs of operational improvement or future guidance that could impact the stock's trajectory.
- 3/7/2026NEGATIVEWendy's targets Mexican customers amid mass U.S. store closures
Wendy's is set to close hundreds of U.S. locations due to declining domestic sales, signaling significant challenges in its primary market. While the company aims to offset these losses through accelerated expansion in Mexico, driven by rising consumer demand and brand recognition there, the substantial domestic closures suggest underlying issues with its U.S. business model and operational execution. Investors should monitor the pace and success of the international growth strategy against the backdrop of continued U.S. headwinds.
via Markets Gazette