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The Wendy's CompanyNasdaqGS:WEN Rapport sur les actions

Capitalisation boursière US$1.5b
Prix de l'action
US$7.81
US$10.91
28.4% sous-évalué décote intrinsèque
1Y-31.7%
7D-2.6%
1D
Valeur du portefeuille
Voir

The Wendy's Company

NasdaqGS:WEN Rapport sur les actions

Capitalisation boursière : US$1.5b

Wendy's (WEN) Aperçu de l'action

La société Wendy's, ainsi que ses filiales, exploite, développe et franchise un système de restaurants à service rapide aux États-Unis et dans le monde entier. Plus de détails

WEN analyse fondamentale
Score flocon de neige
Évaluation5/6
Croissance future2/6
Performances passées1/6
Santé financière1/6
Dividendes5/6

WEN Community Fair Values

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The Wendy's Company Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Wendy's
Historique des cours de bourse
Prix actuel de l'actionUS$7.81
Plus haut sur 52 semainesUS$12.51
Plus bas sur 52 semainesUS$6.37
Bêta0.35
Variation sur 1 mois9.38%
Variation sur 3 mois0.51%
Variation sur 1 an-31.73%
Variation sur 3 ans-64.82%
Variation sur 5 ans-66.37%
Évolution depuis l'introduction en bourse285.81%

Nouvelles et mises à jour récentes

Seeking Alpha May 14

Wendy's: Nelson Peltz Wants Another Bite

Summary Wendy's faces weak U.S. traffic, margin compression, and underperformance versus peers despite new menu launches and value initiatives. Free cash flow and EBITDA are declining, but dividends remain well-covered; leverage is elevated at ~4.9x EBITDA, with refinancing risk looming post-2028. Trian's potential take-private bid could value WEN at $9.50–$11.90 per share (16–45% upside); standalone fair value is $8–$8.75. I rate WEN a 'Hold' given limited operational upside, but see embedded optionality from a possible Trian deal and a nearly 7% yield. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 14

Wendy's: Nelson Peltz Wants Another Bite

Summary Wendy's faces weak U.S. traffic, margin compression, and underperformance versus peers despite new menu launches and value initiatives. Free cash flow and EBITDA are declining, but dividends remain well-covered; leverage is elevated at ~4.9x EBITDA, with refinancing risk looming post-2028. Trian's potential take-private bid could value WEN at $9.50–$11.90 per share (16–45% upside); standalone fair value is $8–$8.75. I rate WEN a 'Hold' given limited operational upside, but see embedded optionality from a possible Trian deal and a nearly 7% yield. Read the full article on Seeking Alpha
Mise à jour du récit Apr 30

WEN: Refocused Marketing And Menu Execution Will Support Turnaround Potential

Wendy's analyst price target has been trimmed by about $0.17, reflecting analysts' updated assumptions for slightly softer revenue and profit margins, while they continue to factor in a relatively steady future P/E multiple around 19x. Analyst Commentary Recent Street research on Wendy's centers on how quickly the business can stabilize same store sales, improve unit economics, and execute a turnaround plan that justifies current valuation multiples.
Mise à jour du récit Apr 14

WEN: Weak Comps And Rebuild Risks Will Pressure 2026 Earnings

The analyst price target for Wendy's has been lowered modestly to reflect a reduced fair value estimate of about $5.00 per share. Analysts are factoring in softer revenue growth assumptions, slightly tighter profit margins, and a somewhat higher future P/E expectation, alongside concerns around unit economics, capital needs, and the pace of comparable sales improvement.
Mise à jour du récit Mar 31

WEN: Refocused Quality Messaging And Value Menu Will Drive Turnaround Potential

Analysts have trimmed Wendy's implied fair value to about $7.98 per share from roughly $9.90. This reflects lower price targets across the Street as they weigh weaker margins, mixed same store sales trends, capital needs and what many describe as a challenging turnaround and operating backdrop.
Mise à jour du récit Mar 17

WEN: Project Fresh And Value Offers Will Support Turnaround Potential

Wendy's analyst price target has been cut as the fair value estimate moved from about $14.92 to $11.08. Analysts cited weaker profit expectations, pressured unit economics, and cautious views on comparable sales and 2026 guidance across recent research updates.
Mise à jour du récit Mar 03

WEN: Weak Comps And Price War Will Keep 2026 Earnings Under Pressure

Our updated narrative on Wendy's reflects a lower fair value estimate of $5.05 per share, down from $6.00, as analysts trim price targets across the board into a $6 to $10 range on concerns around challenged comps, unit economics, capital needs, and a tougher quick service backdrop, even as some still see room for a longer term operational turnaround. Analyst Commentary Street research on Wendy's has turned more cautious, with a series of lower price targets clustering in a roughly US$6 to US$10 range and a mix of Neutral, Hold, Equal Weight, Market Perform and Underperform ratings.
Mise à jour du récit Feb 17

WEN: Prolonged Price War Will Pressure Margins And Stall 2026 Earnings Turnaround

Narrative Update The analyst price target for Wendy's has been reduced to $6 from $7 as analysts factor in weaker profit margins, more cautious long term growth assumptions, and ongoing competitive pressure in quick service restaurants. Analyst Commentary Recent Street research around Wendy's has leaned cautious, with several bearish analysts cutting price targets and flagging execution and growth risks tied to the latest Q4 results and 2026 guidance.
Mise à jour du récit Feb 03

WEN: Project Fresh And Value Menu Focus Will Support Future Performance

Narrative update The analyst price target for Wendy's has been reduced by about $0.35 to $9.90. Analysts are incorporating a softer outlook for revenue growth and margins, reflecting a more challenging quick service environment and differing views on the company's ability to maintain market share against larger burger chains.
Mise à jour du récit Jan 19

WEN: Project Fresh And Value Offers Will Support Earnings Quality

Analysts have nudged their fair value estimate for Wendy's slightly lower to about $14.92 from about $15.05, reflecting a series of reduced price targets across the Street as they factor in a tougher quick service backdrop, expectations for a restaurant price war, and more cautious earnings assumptions. Analyst Commentary Across recent research, the tone around Wendy's has shifted more cautious as firms trim price targets into a tougher quick service backdrop and potential price competition.
Mise à jour du récit Jan 05

WEN: Project Fresh Execution Will Support Earnings Quality In Tough Burger Competition

Analysts have trimmed their fair value estimate for Wendy's to about $15.05 from roughly $15.96, reflecting lower Street price targets in the $9 to $11 range as they balance choppy sales trends, a tougher competitive backdrop, and updated expectations for revenue growth, margins, and future P/E. Analyst Commentary Street research on Wendy's has tilted more cautious on price targets, but the tone is not uniformly negative.
Mise à jour du récit Dec 20

WEN: Same Store Sales Slowdown Will Pressure Earnings And Leadership Confidence

We are lowering our Wendy's fair value estimate by $3 to $7 per share as analysts trim price targets in response to a tougher competitive backdrop, softer same store sales expectations, and execution concerns around strategy and leadership. Analyst Commentary Bearish analysts have broadly reset expectations for Wendy's, cutting price targets into the high single digits and low teens while emphasizing a tougher operating and competitive environment.
Mise à jour du récit Dec 06

WEN Project Fresh And Menu Focus Will Drive Future Performance Improvement

The analyst price target for Wendy's has been modestly reduced from $10.38 to $10.25 per share, as analysts factor in a wave of Street target cuts tied to softer same store sales expectations, rising cost pressures, and a tougher competitive backdrop, despite pockets of operational outperformance. Analyst Commentary Street research remains broadly cautious on Wendy's, with most targets moving toward the single digit range as analysts recalibrate expectations for growth, margins, and competitive positioning.
Mise à jour du récit Nov 21

WEN: Project Fresh And Cost Discipline Will Drive Improved Performance Ahead

Wendy's analyst price target was revised downward from approximately $11.13 to $10.38. Analysts cite softer industry conditions, choppy sales trends, and increased operational challenges as the reasons for the revision.
Mise à jour du récit Nov 06

WEN: Favorable Cost Management Will Support Rebound as Consumer Trends Stabilize

Wendy's analyst price target has been revised downward to $11.13 from $11.36. Analysts cite a cautious sector outlook, slowing consumer demand, and ongoing challenges impacting near-term restaurant performance.
Mise à jour du récit Oct 22

Analyst Commentary Highlights Cautious Outlook for Wendy's as Valuation and Price Targets Decline

Wendy's fair value estimate has been reduced from $11.86 to $11.36 per share, as analysts cite a series of recent price target cuts resulting from choppy sales trends, competitive pressures, and ongoing leadership and marketing concerns. Analyst Commentary Recent analyst assessments of Wendy's have highlighted both potential positives and ongoing challenges for the company.
Mise à jour du récit Aug 11

Digital Platforms And International Deals Will Unlock Future Value

Wendy's fair value estimate was reduced from $13.38 to $12.38, primarily reflecting weaker revenue growth and modestly lower net profit margin expectations. What's in the News Lowered 2025 global systemwide sales growth guidance to (5.0)% to (3.0)% from prior range of (2.0)% to flat.
Article d’analyse Jul 14

The Return Trends At Wendy's (NASDAQ:WEN) Look Promising

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Article d’analyse May 21

Wendy's' (NASDAQ:WEN) Dividend Is Being Reduced To $0.14

The Wendy's Company ( NASDAQ:WEN ) is reducing its dividend to $0.14 on the 16th of Junewhich is 44% less than last...
Article d’analyse May 05

The Wendy's Company Just Missed EPS By 6.4%: Here's What Analysts Think Will Happen Next

The first-quarter results for The Wendy's Company ( NASDAQ:WEN ) were released last week, making it a good time to...
Seeking Alpha Apr 28

Wendy's: A Work-In-Progress

Summary Wendy’s posted solid Q4 results, with U.S. same-restaurant sales growing 4.1%, outperforming McDonald’s and Burger King in a tough market. The company’s strategic focus on digital innovation, breakfast expansion, and store optimization is showing early signs of success. Shares look cheap on valuation, trading at 12.7x forward earnings and just 7x price-to-cash-flow — a steep discount to major QSR peers. Competitive pressures, slowing U.S. momentum, and a skeptical market suggest Wendy’s still has more to prove before it becomes a must-own stock again. Read the full article on Seeking Alpha
Seeking Alpha Apr 22

Wendy's: Not Quite Appetizing Enough To Buy But Worth Keeping An Eye On

Summary Economic uncertainty and inflation may drive consumers to value-oriented industries like fast food, potentially benefiting chains like Wendy’s. Wendy’s has shown resilience with strong same-store sales growth and ambitious international expansion plans, but high debt and flat EPS growth are concerns. Wendy’s stock is currently a hold, but could become a buy if share prices drop or the company demonstrates improved growth. Despite economic turbulence, Wendy’s could serve as a safe haven due to its value offerings and local sourcing of ingredients. Read the full article on Seeking Alpha
Article d’analyse Apr 21

The Wendy's Company (NASDAQ:WEN) Doing What It Can To Lift Shares

The Wendy's Company's ( NASDAQ:WEN ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right...
Article d’analyse Apr 04

We Think Wendy's (NASDAQ:WEN) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Mar 18

Wendy's (NASDAQ:WEN) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Mar 07

Wendy's New Focus On Growth Is International

Summary Wendy’s has shifted focus towards international growth, planning to expand from 1,300 to 2,000 locations outside the US by 2028. The dividend was cut to a more sustainable 67¢ in 2025, with a payout ratio of 50%-60%, aiming for long-term value return. Despite lower 2025 guidance, Wendy’s aims for substantial growth, targeting $650-$700 million adjusted EBITDA and 8,300 units by 2028. Upgraded from hold to buy due to realistic growth prospects, though caution is advised given fast food sector uncertainties. Read the full article on Seeking Alpha
Article d’analyse Jan 17

Sentiment Still Eluding The Wendy's Company (NASDAQ:WEN)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Article d’analyse Dec 19

We Think Wendy's (NASDAQ:WEN) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Dec 04

Wendy's (NASDAQ:WEN) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Seeking Alpha Nov 27

Fast-Food Chain Wendy's Outlook For Investors Is Bleak

Summary Continued deep-discounted value meal deals by competitors could have a negative impact on Wendy's. Massive stock repurchases and high dividend have had a negative impact on the company's balance sheet. RFK Jr. as head of the Health and Human Services Department could negatively impact the restaurant and food industry. Read the full article on Seeking Alpha
Article d’analyse Nov 19

Wendy's (NASDAQ:WEN) Is Due To Pay A Dividend Of $0.25

The board of The Wendy's Company ( NASDAQ:WEN ) has announced that it will pay a dividend of $0.25 per share on the...
Seeking Alpha Nov 04

Wendy's: Unit Pruning Doesn't Tickle '70/30 Expansion'

Summary Q3 Performance Under Pressure: Wendy's Biggie Bag faced stiff competition from promotions like McDonald's $5 Meal Deal, impacting traffic but aligning with Wendy's long-term focus on value. Breakfast Growth Amidst Industry Decline: Wendy's breakfast segment continued to expand, contrasting with industry-wide breakfast traffic declines, giving it a key edge over other restaurants. Strategic Closures and Net Unit Growth: Wendy's plans to close 140 U.S. locations with low AUVs but will still see net unit growth of 2% for FY 2024. Valuation and Upside Potential: With a target price of around $25, Wendy's appears undervalued compared to peers based on P/E and EV/EBITDA metrics, reinforcing a 'Buy' recommendation. Read the full article on Seeking Alpha
Article d’analyse Nov 03

Wendy's (NASDAQ:WEN) Is Paying Out A Dividend Of $0.25

The Wendy's Company ( NASDAQ:WEN ) will pay a dividend of $0.25 on the 16th of December. This means the annual payment...

Rendement pour les actionnaires

WENUS HospitalityUS Marché
7D-2.6%0.2%1.1%
1Y-31.7%-4.4%28.7%

Rendement vs Industrie: WEN a sous-performé le secteur US Hospitality qui a rapporté -4.4 % au cours de l'année écoulée.

Rendement vs marché: WEN a sous-performé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.

Volatilité des prix

Is WEN's price volatile compared to industry and market?
WEN volatility
WEN Average Weekly Movement7.4%
Hospitality Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Cours de l'action stable: WEN n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de WEN ( 7% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
19699,934Bob Wrightwww.wendys.com

La société Wendy's, ainsi que ses filiales, exploite, développe et franchise un système de restaurants à service rapide aux États-Unis et dans le monde entier. La société opère par le biais des segments Wendy's U.S., Wendy's International et Global Real Estate & Development. Ses restaurants proposent un menu comprenant des sandwichs au hamburger et au poulet, des filets de poulet et des nuggets, du chili, des frites, des pommes de terre au four, des salades, des boissons non alcoolisées, des desserts Frosty et des repas pour enfants ; un menu petit-déjeuner, comprenant le sandwich Breakfast Baconator et des produits assaisonnés ; ainsi qu'une variété de produits promotionnels à durée limitée.

The Wendy's Company Résumé des fondamentaux

Comment les bénéfices et les revenus de Wendy's se comparent-ils à sa capitalisation boursière ?
WEN statistiques fondamentales
Capitalisation boursièreUS$1.49b
Bénéfices(TTM)US$148.56m
Recettes(TTM)US$2.19b
10.0x
Ratio P/E
0.7x
Ratio P/S

Le site WEN est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
WEN compte de résultat (TTM)
RecettesUS$2.19b
Coût des recettesUS$1.45b
Marge bruteUS$748.20m
Autres dépensesUS$599.64m
Les revenusUS$148.56m

Derniers bénéfices déclarés

Mar 29, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)0.78
Marge brute34.10%
Marge bénéficiaire nette6.77%
Ratio dettes/capitaux propres2,383.9%

Quelles ont été les performances à long terme de WEN?

Voir les performances historiques et les comparaisons

Dividendes

7.2%
Rendement actuel des dividendes
72%
Ratio de distribution

Le site WEN verse-t-il des dividendes fiables ?

Voir WEN l'historique des dividendes et les indices de référence
Quand faut-il acheter WEN pour recevoir un dividende à venir ?
Wendy's dates des dividendes
Date ex-dividendeJun 01 2026
Date de paiement du dividendeJun 15 2026
Jours jusqu'au dividende Ex8 days
Jours jusqu'à la date de paiement du dividende22 days

Le site WEN verse-t-il des dividendes fiables ?

Voir WEN l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/24 09:57
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/29
Revenus annuels2025/12/28

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

The Wendy's Company est couverte par 48 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John StaszakArgus Research Company
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays