The Wendys Co Stock Alpha and Beta Analysis
| WEN Stock | USD 18.53 0.14 0.76% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as The Wendys Co. It also helps investors analyze the systematic and unsystematic risks associated with investing in Wendys over a specified time horizon. Remember, high Wendys' alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Wendys' market risk premium analysis include:
Beta 1.03 | Alpha 0.0481 | Risk 1.94 | Sharpe Ratio 0.0966 | Expected Return 0.19 |
Enterprise Value |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Wendys |
Wendys Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Wendys market risk premium is the additional return an investor will receive from holding Wendys long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wendys. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Wendys' performance over market.| α | 0.05 | β | 1.03 |
Wendys expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Wendys' Buy-and-hold return. Our buy-and-hold chart shows how Wendys performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Wendys Market Price Analysis
Market price analysis indicators help investors to evaluate how Wendys stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Wendys shares will generate the highest return on investment. By understating and applying Wendys stock market price indicators, traders can identify Wendys position entry and exit signals to maximize returns.
Wendys Return and Market Media
The median price of Wendys for the period between Fri, Aug 30, 2024 and Thu, Nov 28, 2024 is 18.02 with a coefficient of variation of 6.17. The daily time series for the period is distributed with a sample standard deviation of 1.13, arithmetic mean of 18.24, and mean deviation of 0.95. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
| Wendys dividend paid on 17th of September 2024 | 09/17/2024 |
1 | Wendys Meal Deals, Humorous Offers Fail to Spark Growth | 10/31/2024 |
2 | The Wendys Co Shares Up 3.82 percent on Nov 1 | 11/01/2024 |
3 | California approves tough-on-crime initiative | 11/06/2024 |
4 | Wendys director Mathews-Spradlin sells 496,089 in stock | 11/08/2024 |
5 | 52 Veterans Day food deals Free meals, coffee and more | 11/11/2024 |
6 | The Wendys Company Receives Consensus Rating of Hold from Brokerages | 11/12/2024 |
7 | Clydach Wendy Buckney murder trial hears 999 recording | 11/14/2024 |
8 | Wendys names UPS executive as new CFO | 11/18/2024 |
9 | Wendys Is Due To Pay A Dividend Of 0.25 | 11/19/2024 |
10 | A Lot More Innovation in Store Taco Bells CMO Says 2025 Will Bring Another Live Ms Live and a Return to the Super Bowl. Heres Whats Ahead. | 11/21/2024 |
11 | Permanently incapacitated Wendy Williams couldnt consent to Lifetime doc, guardian says | 11/26/2024 |
About Wendys Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Wendys or other stocks. Alpha measures the amount that position in The Wendys has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2017 | 2018 | 2023 | 2024 (projected) | Dividend Yield | 0.017 | 0.0221 | 0.0513 | 0.031 | Price To Sales Ratio | 3.28 | 2.31 | 1.87 | 1.96 |
Wendys Upcoming Company Events
As portrayed in its financial statements, the presentation of Wendys' financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Wendys' leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Wendys' public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Wendys. Please utilize our Beneish M Score to check the likelihood of Wendys' management manipulating its earnings.
| 15th of February 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Build Portfolio with Wendys
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Wendys Backtesting, Wendys Valuation, Wendys Correlation, Wendys Hype Analysis, Wendys Volatility, Wendys History and analyze Wendys Performance. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Wendys technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.