WEN Investment Analysis Report & Stock Research, Wendy's/Arby's Group, Inc.

Wendy's/Arby's Group, Incorporated (WEN)

WEN Stock Report

2-Year Price History

View Larger WEN Chart
NYSE:WEN
$4.54
(2/9 3:24PM)
+1.6%
Open$4.51 Mkt Cap$2.1 Billion
High$4.56 52Wk High$5.78
Low$4.44 52Wk Low$3.55
Volume1.9 Million Avg Vol 10D3.4 Million

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WEN Revenue

For a long time, value investors have used the current share price relative to sales per share levels as an important valuation tool. We utilize a historical weighted average methodology that treats recent years more importantly in the calculation. When looking at WEN through this framework, we can see that our weighted average historical high and low Price to Sales per share ratios over the last 10 years are 1.99x and 1.04x respectively.

Utilizing this range we can see that WEN’s current Price to Sales per share ratio of 0.59x is significantly below its average levels historically. In fact, with a current price of $4.53, WEN is a full 62% below its average Price to Sales ratio at comparable sales levels. This is a rare occurrence and, when taken in context of the other areas of our analysis, can be a strong positive for our outlook for WEN.

WEN Cash Earnings

WEN is not forecasted to produce positive Cash Earnings this year, based on recent performance. This is not a positive situation, as we would always prefer that a company is producing cash every year. However, it is important to recognize that not all companies or types of companies have the goal of producing positive Cash Earnings either early in their business cycle or following significant turnaround changes. When looking at WEN, we hesitate to be overly negative on the company, but it is of concern that the company is not profitable at this time. Let's face it, companies cannot remain unprofitable for very long before a change has to be made. This could mean further restructuring or corporate event such as selling assets or spinning off divisions, at any rate a company with negative cash flows is not one that often makes a great investment unless you can acquire it at an extremely depressed price.

WEN Dividends

While it is not necessary to pay an attractive dividend or a dividend at all, to receive a positive rating from Ockham, we view dividends as an additionally helpful measure in determining the future potential of any company.

In WEN’s case, the estimated annual dividend is $0.06 resulting in a current dividend yield of 1.32%. Similar to our review of Sales and Cash Earnings per share, we evaluate dividend yields from WEN against the historic high and low levels over the past 10 years. The highest dividend yield from WEN over this period was 9.89% while the lowest dividend yield was 0.00% With that range in mind, WEN’s current dividend yield is a full 73.31% below its median dividend yield historically. This is a negative from our perspective.

Peer Comparison

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Wendy's/Arby's Group, Inc. Industry Grouping

(2/8/2010)
Company Ticker Market Cap (Ml) Latest
Price
Price/Cash Earnings Price/Sales 5-Yr. Rev.
Growth Rate
5-Yr.
Avg. ROE.
Current 10-Yr. Range* Current 10-Yr. Range*
Peer Company Averages (not including WEN) 16.56 5.12 » 73.76 3.37 0.85 » 9.47 16.48% 9.24%
*10 year range does not include current year values
Home Inns & Hotels Management, Inc. HMIN $2.2 Billion $28.34 27.71 5.65 » 202.33 3.24 0.79 » 26.32 n/a 6.18%
WMS Industries Inc. WMS $2.2 Billion $36.94 11.59 4.24 » 44.05 2.21 1.07 » 5.93 25.14% 11.54%
Panera Bread Company Class A PNRA $2.1 Billion $70.96 14.77 7.01 » 32.69 1.70 0.73 » 4.03 29.55% 14.76%
Bally Technologies, Inc. BYI $2.1 Billion $37.96 10.20 0.33 » 52.30 1.76 0.03 » 3.56 12.56% 14.57%
Wendy's/Arby's Group, Inc. WEN $2.1 Billion $4.47 -1.00 2.08 » 169.14 0.59 0.46 » 3.17 44.08% 1.57%
Choice Hotels International, Inc. CHH $1.9 Billion $31.45 18.54 8.38 » 37.45 7.91 1.65 » 7.53 -1.31% -0.83%
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Mad Money

Wendy's/Arby's Group, Incorporated (WEN) Discussed on CNBC's Mad Money

Wendy's/Arby's Group, Incorporated is in the news. Find out how this impacts WEN trading on Ockham Research.

Now, all of these things are in fact, this company is finally starting to live up to a variant of its old slogan. It's getting better here. With the stock trading at $5 and change I think WENDY'S/ARBY'S group is finally worth owning because the turn is real. Why die think that? Well, first of all give me some credit. I've been pretty good at recognizing turns in the fast food game. I thought cke restaurants, that's carl's jr. And hardees was a buy at 7.73 on may 22nd as a speculative turn-around and it wasn't just because of their entertaining ad campaign. That one even though hardees hasn't really turned and has always been carl's jr. Is up 20% and I think that was a much riskier call than wendy's given

“… al. Why die think that? Well, first of all give me some credit. I've been pretty good at recognizing turns in the fast food game. I thought cke restaurants, that's carl's jr. And hardees was a buy at 7.73 on may 22nd as a speculative turn-around and it wasn't just because of their entertaining ad campaign. That one even though hardees hasn't really turned and has always been carl's jr. Is up 20% and I think that was a much riskier call than wendy's given …”

View All Wendy's/Arby's Group, Inc. Stock News

Key Fundamentals

WEN - Wendy's/Arby's Group, Incorporated Fundamentals
Price (2/9 3:24PM) $4.54
Volume (2/9 3:24PM) 1.9 Million
Last Close Price $4.47
10 Day Average Volume 3.4 Million
13 Week Price Range $3.96 - $4.84
52 Week Price Range $3.55 - $5.78
LTM Revenue $3.6 Billion
 
Shares Outstanding (12/2008) 463.0 Million
Market Capitalization $2.1 Billion
Shares Held By Institutions 347.2 Million
Institutional Holders 279
% Shares Held By Institutions 73.70%
Earnings Per Share (EPS) ($4.29)
P/E Ratio n/a
Book Value Per Share $5.18
 
Gross Margin 21.30%
Annual Dividend 0.06
Dividend Yield 1.30%
Beta 0.99
Fiscal Year Ends December

About Wendy's/Arby's Group, Inc.

Wendy's/Arby's Group, Incorporated is considered to operate in the Services sector. They specifically operate in the Restaurants business segment contained within the Leisure industry.

A quick service restaurant company, which is comprised of the Wendy's(r) and Arby's(r) brands, two companies distinguished by traditions of quality food and service.