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Wendy's Company (The) (WEN)

割安
Consumer CyclicalRestaurantsUnited States

ファンダメンタル

69

株価

$6.34

時価総額

$1.22B

パート1 · 企業の価値

概要

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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貸借対照表と流動性

売上高

$2.20B

直近12か月(2026/6/28まで)

純利益

$126M

直近12か月(2026/6/28まで)

フリーキャッシュフロー

$243M

自己資本合計

$117M

負債合計

$4.84B

流動比率

1.90

利払い倍率

2.27

負債/EBITDA

8.22

一株当たり利益(EPS)

売上高と純利益

フリーキャッシュフロー

収益内訳

財務推移表

利益率の推移

負債の推移

負債の重さ

成長率グリッド

成長率 — 売上高

適正価値の推定

一般的なケース割安

適正価値

$17.76

現在株価

$6.34

安全マージン

+64.3%

適正価値レンジ

$11.55 - $23.98

使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。

推定方法

アナリストの目標株価:$7.57
ディスカウンテッド・キャッシュフロー(DCF):$41.43
利益倍率(P/E):$8.66
グレアムの成長公式:$17.12
収益力価値(EPV):$15.48
正当化されたP/B:$16.19
配当割引モデル(ゴードン):$17.10
P/FFO(運用から生まれる資金):$26.63
中間サイクル利益:$24.43
売上高倍率:$19.75
アナリスト・コンセンサス:保有 (4B / 19H / 10S)
直近の決算サプライズ:+8.37%

バリュエーション指標

P/E レシオ

9.67

ROE

140.6%

P/B レシオ

10.10

P/FCF

4.60

粗利益率

63.0%

ROIC

5.2%

収益性レーダー

価値創造(経済的モート)

ROIC

5.2%

WACC

3.8%

ROIC − WACC

+1.5 pp

ROICが資本コストを上回っています。企業は株主のために価値を創出しています。

ファンダメンタル分析基準

合格(16)

  • EPS shows upward trend
  • EPS CAGR 32.00%
  • ROIC 5.2%
  • Gross Margin 63.0%
  • P/FCF 4.60
  • 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 0.97
  • Earnings Quality (OCF/NI) 2.84
  • Share Dilution -5.1%

不合格(11)

  • Price CAGR -6.74%
  • P/B Ratio 10.10
  • 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

データなし(1)

  • Dividend Payout NaN%

Piotroski F-スコア

4/9

まちまちのシグナル:一部の領域に注意が必要

score
criteria

利益の質

2.84

高品質:利益はキャッシュに裏付けられている

株式希薄化

-5.1%

株式を買い戻している。株主に友好的

機関投資家の保有

ガバナンス

経営陣

氏名役職年齢
Mr. John K. MinChief Legal Officer & Secretary45
Mr. Eric J. Wunsch Esq.President of International54
Mr. Robert D. WrightPresident, CEO & Director58
Mr. Steven W. CirulisChief Financial Officer & Chief Strategy Officer54
Mr. Aaron M. KaleChief Accounting Officer, Principal Accounting Officer & VP of Tax48
Mr. Matthew P. SpessardChief Information Officer42
Mr. Aaron BroholmHead of Investor Relations-
Ms. Heidi S. SchauerVice President of Communications, Public Affairs & Customer Care-
Mr. Tariq H. HassanChief Marketing & Customer Growth Officer55
Ms. Liliana M. EspositoChief Corporate Affairs & Sustainability Officer50

監査リスク

3

取締役会リスク

3

報酬リスク

6

株主権利リスク

1

パート2 · 株価と買い時

この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。

書類

  • 年次報告書(10-K)

    事業内容、財務実績、リスクをまとめた年次の概要。

    提出日: 2026-02-23

    書類を見る
  • 四半期報告書(10-Q)

    直近3か月間の業績に関する最新情報。

    提出日: 2026-08-07

    書類を見る
  • 臨時報告書(8-K)

    経営陣の交代や重要な発表など、大きな出来事に関するお知らせ。

    提出日: 2026-08-17

    書類を見る

via SEC EDGAR

業績推移

via SEC EDGAR

Latest News

Recent headlines for WEN, sourced from Markets Gazette.

  • 8/27/2026NEGATIVE
    Wendy's Falls on No Buyout Bid; Meta Moves on Settlement | Stock Movers

    Wendy's shares experienced a significant decline following a report that Trian Fund Management, led by Nelson Peltz, has no current intention to pursue a buyout bid to take the fast-food chain private. This news dashed investor hopes for a potential acquisition premium. The stock's performance is now solely dependent on its operational fundamentals and future growth prospects, without the catalyst of a privatization deal. Investors will be closely watching for any strategic updates or performance improvements from Wendy's management to justify current valuations.

  • 8/19/2026NEGATIVE
    Nelson 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.

  • 8/12/2026POSITIVE
    Wendy’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.

  • 6/24/2026POSITIVE
    Is 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.

  • 6/24/2026POSITIVE
    Wendy’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.

  • 6/8/2026NEUTRAL
    Wall 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.

  • 5/12/2026POSITIVE
    Wendy'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.

  • 5/8/2026NEGATIVE
    Wendy'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.

  • 5/8/2026NEUTRAL
    Wendy'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.

via Markets Gazette