Added to YB: 2025-09-25
Pitch date: 2025-09-23
WEN [bullish]
The Wendy's Company
-6.8%
current return
Author Info
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Company Info
The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company in the United States and internationally.
Market Cap
$1.6B
Pitch Price
$8.96
Price Target
19.20 (+130%)
Dividend
6.76%
EV/EBITDA
10.21
P/E
8.76
EV/Sales
2.45
Sector
Hotels, Restaurants and Leisure
Category
value
The Wendy's Company - $WEN
WEN: Fee-heavy franchise model (84% franchised) trading at distress-style 16.7-17.7% owner earnings yield despite stable cash generation. FCF ~$261M vs $1.8B market cap. Intrinsic value $14.70-$19.20/sh via 2-stage DCF. Buy below $12, add $9-$10 range. Risk: U.S. comps stabilization needed.
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