Yahoo Finance report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
Why WEN Stock advanced +0.63% Today — RQD Quant Desk Flash
Wendy's Company (WEN) carries a Roarable Rating of D (Sell) with 49/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is WEN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Wendy's Company (NASDAQ: WEN) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $7.21 (+0.63% 1D, market cap $1.37B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 6/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, WEN ranks #571 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does WEN compare to SG and BJRI in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Restaurants), WEN carries a Roarable D (49/100 RQD), trailing P/E of 8.3x, gross margin of 63.6%, and ROIC of 10.7%. By comparison, SG (Sweetgreen Inc. (Class A)) holds a E grade (31/100 RQD, P/E N/A, ROIC -35.0%, cap $1.36B) and BJRI (BJ's Restaurants Inc.) posts a C- grade (61/100 RQD, P/E 27.6x, ROIC 10.7%, cap $1.35B). Among the 5-stock peer group, ARCO leads on earnings multiple (6.9x) while ARCO leads on capital efficiency (18.9% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for WEN?
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Per WEN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-28, CIK 0000030697), Wendy's Company generated $2.18B in revenue (-3.1% YoY), $165.1M in net income, and $344.5M in free cash flow against $4.96B in total assets and $2.73B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)
SEC XBRL FY 2025 (10-K): 15.8% FCF Margin ($344.5M FCF) & 63.6% Gross Margin
Macro rate sensitivity & RSI-14 (60.4) create a -15 pt regime headwind
⚔️ Adversarial Opposing Case: What Could Spark a WEN Turnaround Squeeze
While WEN currently carries a cautious 49/100 (D) rating due to Macro Regime Fit (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Company leadership has skin in the game with net positive insider conviction.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($7.03) and Max Pain ($7.57) forces dealer call-delta covering toward $10.63.
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-2.08% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Why WEN Stock advanced +0.63% Today — RQD Quant Desk Flash
Wendy's Company (WEN) advanced +0.63% to $7.21, trading at 30% of its 52-week range ($5.94 – $10.12). Stretched risk/reward at 8x P/E (11% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 30% of its 52-week range ($5.94 – $10.12) with RSI-14 at 60.4 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7.9% around $7.21 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 63.6% gross margin and $344.5M annual free cash flow.
Yahoo! Finance Canada report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
The Wendy's Company - Investor Relations report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
The Globe and Mail report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
Its new CEO says Wendy's has let quality slip and now it has fallen behind Burger King to No. 3 in the burger wars.
Wendy's has rallied sharply in recent weeks after a buyout proposal landed on the table, which puts a fresh spotlight on whether the current share price lines up with the cash the business can generate over time. With a
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring WEN)
- ✓Walkthrough of WEN's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
WEN Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -3.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on WEN today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for WEN. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WEN)
1. Head-to-Head Consumer Discretionary Peer Comparison (WEN vs. SG, BJRI, ARCO, CBRL)
Industry: Restaurants (51 Tracked Issuers)Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Wendy's Company (WEN) ranks #571 by composite RQD confidence (49/100, grade D) and #470 by equity capitalization ($1.37B). Within this direct 5-issuer industry benchmark cohort, ARCO leads on earnings valuation at 6.9x trailing P/E, while ARCO leads on capital efficiency and profitability with 18.9% ROIC and 96.0% gross margin. CBRL currently holds the highest overall quantitative score in the immediate peer group at 70/100 (B-) compared with WEN at 49/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| WEN
ACTIVE
Wendy's Company | D | 49/100 | 8.3x | 63.6% | 10.7% | +0.63% | $1.37B | Benchmark Subject |
| SG Sweetgreen Inc. (Class A) | E | 31/100 | — | — | -35.0% | -2.98% | $1.36B | /sg-vs-wen → |
| BJRI BJ's Restaurants Inc. | C- | 61/100 | 27.6x | 74.7% | 10.7% | -1.18% | $1.35B | /bjri-vs-wen → |
| ARCO Arcos Dorados Holdings Inc. (Class A) | D | 48/100 | 6.9x | 96.0% | 18.9% | -2.46% | $1.45B | /arco-vs-wen → |
| CBRL Cracker Barrel Old Country Store Inc | B- | 70/100 | 34.9x | 69.0% | 5.4% | -3.31% | $1.62B | /cbrl-vs-wen → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-28 • CIK 0000030697In its most recent audited fiscal period (FY2025, filed 2025-12-28), Wendy's Company (WEN) reported GAAP revenue of $2.18B (-3.1% vs. FY2024 revenue of $2.25B , and -0.2% cumulative change since FY2023) , GAAP net income of $165.1M, operating cash flow of $344.5M, and free cash flow of $344.5M (-3.0% YoY). On the balance sheet, WEN closed FY2025 with $4.96B in total assets against $2.73B in total debt (Altman Z-Score: 1.02, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-28 | $2.18B | $165.1M | $344.5M | $344.5M | $4.96B | $2.73B |
| FY2024 (FY) | 2024-12-29 | $2.25B | $194.4M | $355.3M | $355.3M | $5.03B | $2.66B |
| FY2023 (FY) | 2023-12-31 | $2.18B | $204.4M | $345.4M | $345.4M | — | — |
3. WEN Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs WEN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Wendy's Company (NASDAQ: WEN) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $7.21 (+0.63% 1D, market cap $1.37B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 6/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, WEN ranks #571 in composite RQD confidence.
How does WEN compare to SG and BJRI in the Consumer Discretionary sector?
Within the Consumer Discretionary sector (Restaurants), WEN carries a Roarable D (49/100 RQD), trailing P/E of 8.3x, gross margin of 63.6%, and ROIC of 10.7%. By comparison, SG (Sweetgreen Inc. (Class A)) holds a E grade (31/100 RQD, P/E N/A, ROIC -35.0%, cap $1.36B) and BJRI (BJ's Restaurants Inc.) posts a C- grade (61/100 RQD, P/E 27.6x, ROIC 10.7%, cap $1.35B). Among the 5-stock peer group, ARCO leads on earnings multiple (6.9x) while ARCO leads on capital efficiency (18.9% ROIC).
What are the biggest fundamental strengths and SEC risk factors for WEN?
Per WEN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-28, CIK 0000030697), Wendy's Company generated $2.18B in revenue (-3.1% YoY), $165.1M in net income, and $344.5M in free cash flow against $4.96B in total assets and $2.73B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is WEN trading relative to its 50-day, 200-day, and 52-week technical levels?
WEN last traded at $7.21 (+0.63% on volume of 8,208,479 shares), positioning the stock +2.56% above its 50-day simple moving average ($7.03) and -2.04% below its 200-day simple moving average ($7.36). Across its 52-week range of $5.94 to $10.12, WEN sits at the 30.4% percentile with a 14-day RSI of 60.4 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.9% ($6.64 to $7.78).
WEN Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is WEN stock moving today?
Why WEN Stock advanced +0.63% Today — RQD Quant Desk Flash. Stretched risk/reward at 8x P/E (11% return on capital) under elevated 10-year interest-rate pressure.
WEN — Wendy's Company: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, WEN scores 49 out of 100, grade D, labeled "Roarable Sell — Underperform / Distribution Warning." The five pillars are:
- Fundamental Cash Engine: 12 / 20. Per the RQD rating, this pillar reflects ROIC of 10.7% and an FCF yield of 0%. For an investor, a double-digit ROIC is a genuine operating strength, but a 0% FCF yield means the current market value is not being supported by free cash generation on the RQD measure.
- Whale 13F Flow: 11 / 20. Per the RQD rating, this pillar captures institutional accumulation and options positioning. A mid-range score suggests institutional activity is neither a clear tailwind nor a clear headwind.
- Insider Conviction: 15 / 20. Per the RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. This is the highest-scoring pillar, though the source data does not itemize the underlying transactions.
- Macro Regime Fit: 5 / 20. Per the RQD rating, beta is 1.0 and sector sensitivity is weighted here. The low score indicates limited alignment with the current regime as the RQD framework measures it.
- Forensic Balance Sheet: 6 / 20. Per the RQD rating, this pillar reflects Altman Z of 1.02, Piotroski F of 6/9, and Debt/Equity of 8.5. These are the weakest forensic readings in the dossier and are the main drag on the overall grade.
Taken together, the investor implication is that WEN shows a profitable operating model and an apparently low trailing and forward multiple, but the RQD framework weighs the leverage, distress-zone Altman reading, and zero FCF yield heavily. The low multiple is therefore a valuation tradeoff rather than a clear signal of undervaluation under this rating's methodology. Upside drivers would need to come from balance sheet repair or sustained cash generation; the stated RQD verdict points to underperformance risk until those improve.
Snapshot
Business
Wendy's Company (WEN) is a NASDAQ-listed issuer in the Consumer Discretionary sector and Restaurants industry, per the profile. Per the SEC financials, the company reports annual revenue in the $2.2B range across the periods shown. Per the profile, the company's market capitalization is $1.4B. The source data does not describe its product mix, customer segments, or revenue model in further detail.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $2176.9M | $343.5M | $165.1M | N/A | $344.5M | $300.8M | $2730.5M |
| FY 2024 | $2246.5M | $371.4M | $194.4M | N/A | $355.3M | $450.5M | $2662.1M |
| FY 2023 | $2181.6M | $382.0M | $204.4M | N/A | $345.4M | N/A | N/A |
Per the market data, gross margin is 63.6%, operating margin 15.8%, and net margin 7.6%, with ROIC of 10.7%. Per the RQD rating, the Altman Z-Score is 1.02 and the Piotroski F-Score is 6/9. Per the SEC financials, net income declined from $204.4M (FY 2023) to $194.4M (FY 2024) to $165.1M (FY 2025), while debt rose from $2662.1M to $2730.5M over FY 2024 to FY 2025 and cash fell from $450.5M to $300.8M. The Debt/Equity reading of 8.5 per the RQD rating signals a highly leveraged balance sheet.
Recent Catalysts & News Wire Analysis
- Trian Partners proposal (CATALYST, GREEN): Per the news wire, Wendy's confirmed receipt of an unsolicited proposal from Trian Partners, flagged as a catalyst.
- Price target cut (RISK WATCH, RED): Per the news wire, a 12-month price target was cut to $7.18, implying 15% upside. The source flags this as a risk watch item.
- Institutional position changes (CATALYST, GREEN): Per the news wire, a MarketBeat report covers a stock sale by Venture Visionary Partners LLC.
- Seeking Alpha commentary (MARKET WIRE, YELLOW): Per the news wire, a piece characterizes Trian's offer as "no big deal."
- Additional Yahoo Finance and TradingView items are market-wire coverage without additional fundamental detail.
Per the Butterfly Supply-Chain Graph, supply_chain is "NONE" and no butterfly links or proprietary signals are recorded.
Open Questions
- What are the terms and intent of the Trian Partners proposal, and how would they affect valuation and balance sheet leverage?
- What drove the FY 2025 decline in net income, cash, and FCF, and is the trend expected to continue?
- How is the $2730.5M debt structured in terms of maturities and interest costs, given the Altman Z of 1.02?
- Why is the EPS field unavailable for the reported periods, and how does it reconcile with the TTM EPS of 0.87?
- What insider and institutional transactions underlie the Insider Conviction and Whale 13F pillar scores?
WEN Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Wendy's Company (WEN) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
The Wendy's Company - Investor Relations report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
The Globe and Mail report covering Wendy's Company (WEN) market action, institutional positioning, and fundamental catalysts.
WEN Bull vs. Bear Conversation Board — What's Your Call at $7.21?
🔥 Official Bull vs. Bear Debate: Is WEN (D • RQD 49/100) a Buy at $7.17?
Welcome to the WEN (Wendy's Company) Roar Pit. Current RQD Composite is 49/100 (Roarable Sell — Underperform / Distribution Warning) in Restaurants. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on WEN — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on WEN, but look at what you are paying: 8.3x trailing P/E with 63.6% gross margins. Unless Wendy's Company expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
WEN cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on WEN, the market is fixating on short-term headline noise in Restaurants and ignoring the balance sheet and cash flow trajectory. At $7.17 (52-wk range $5.94 - $10.12), any beat on forward guidance forces shorts and underweight funds to chase.