The Wendy's (WEN) Return on Equity (ROE)

Price: $13.17
Market Cap: $2.58B
Avg Volume: 5.55M
Country: US
Industry: Restaurants
Sector: Consumer Cyclical
Beta: 0.615
52W Range: $12.05-20.65
Website: The Wendy's

Return on Equity (ROE) Summary

The Wendy's's ROE measures the return generated on shareholders' equity:

  • Annual: 74.94%
  • Quarterly: 18.31%
  • TTM: 71.55%

What is Return on Equity (ROE)?

Return on Equity measures a company's ability to generate profits from its shareholders' equity. It indicates how effectively the management is using the company’s assets to create profits. A higher ROE generally reflects well on the company’s management and its ability to generate profits without needing as much capital.

Related Metrics

Other important metrics to assess The Wendy's's profitability include:

  • ROIC (Return on Invested Capital) - measures how effectively the company uses its invested capital to generate profits:
    • Annual: 5.53%
    • Quarterly: 1.35%
    • TTM: 5.52%
  • ROA (Return on Assets) - measures the return generated on the company's assets:
    • Annual: 3.86%
    • Quarterly: 0.94%
    • TTM: 3.86%
  • Profit Margin - indicates the profitability of the company relative to its revenue:
    • Annual: 8.65%
    • Quarterly: 8.27%
    • TTM: 8.65%

These metrics provide insights into The Wendy's's profitability and efficiency in using its capital and assets to generate returns. Comparing these ratios with industry benchmarks can offer a deeper understanding of the company's performance.

Annual ROE

74.94%

Quarterly ROE

18.31%

TTM ROE

71.55%

The Wendy's Historical ROE
74.94%74.94%59.95%59.95%44.96%44.96%29.98%29.98%14.99%14.99%0.00%0.00%ROE201720172018201820192019202020202021202120222022202320232024202420252025
Historical ROIC
10.58%10.58%8.46%8.46%6.35%6.35%4.23%4.23%2.12%2.12%0.00%0.00%ROIC201720172018201820192019202020202021202120222022202320232024202420252025
Historical ROA
12.86%12.86%10.72%10.72%8.58%8.58%6.43%6.43%4.29%4.29%2.14%2.14%0.00%0.00%ROA201720172018201820192019202020202021202120222022202320232024202420252025

The Wendy's Historical Profitability Metrics

The table below shows various profitability metrics for each year, with the latest data available for the last fiscal year 2024.

Year ROE ROIC ROA Profit Margin
2024 74.94% 5.53% 3.86% 8.65%
2023 66.00% 5.70% 3.94% 9.37%
2023 38.09% 4.94% 3.23% 8.46%
2022 45.92% 6.34% 3.93% 10.56%
2021 21.44% 4.35% 2.34% 6.80%
2019 26.52% 4.39% 2.74% 8.01%
2018 70.96% 4.94% 10.72% 28.94%
2017 33.85% 10.58% 4.74% 15.86%
2017 24.56% 5.42% 3.29% 9.03%
2016 21.40% 4.25% 3.92% 8.62%

Related Metrics

Explore detailed financial metrics and analysis for WEN.