WEN
Research Snapshot
Static fundamentals, valuation context, and investor signals for Wendy's Co (WEN).
CONSUMER CYCLICAL
RESTAURANTS
DCF ready
Valuation
N/A
EV/FCF, N/A FCF yield
Quality
5.7%
ROIC, 11.1% FCF margin
Growth
4.7%
5Y sales (revenue) CAGR
Balance sheet
23.5x
Debt/equity, 1.8x current ratio
Superinvestors
3
Top: Nelson Peltz (5.5%)
Strengths to research
- Return on equity is strong at 140.6%.
- 3 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
- Debt/equity is high at 23.5x.
- Valuation multiples are limited or unavailable.
Annual data: 10 periods
Quarterly data: 23 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for WEN.
Grade C
53
/ 100
Financial Charts
No financial data available for WEN (annual).
3 superinvestors own WEN
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Nelson Peltz Trian Fund Management | 30,446,022 | $212M | 5.48% | ▲ +0.1% |
| Bill Nygren Oakmark Select Fund | 5,929,801 | $41M | 0.06% | 0.0% |
| Prem Watsa Fairfax Financial Holdings | 3,268,902 | $23M | 1.17% | 0.0% |