WEN vs PBT
Comparison between Wendy`s Co - Class A (WEN, Company) and Permian Basin Royalty Trust (PBT, Company).
WEN is from the Consumer Cyclical sector, while PBT is from the Energy sector.
5-Year PerformancePBT has outperformed WEN, delivering a return of +49.7% compared to -14.3%
WEN vs PBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WEN vs PBT - Historical Returns
Returns include dividend reinvestment.
WEN vs PBT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WEN | PBT |
|---|---|---|
| 2026 | +9.79% | +90.17% |
| 2025 | -45.18% | +50.50% |
| 2024 | -10.84% | -17.57% |
| 2023 | -7.06% | -35.81% |
| 2022 | -2.93% | +162.09% |
| 2021 | +13.80% | +208.15% |
| 2020 | -0.47% | -8.91% |
| 2019 | +45.06% | -32.47% |
| 2018 | -2.41% | -28.04% |
| 2017 | +24.67% | +18.19% |
| 2016 | +29.68% | +52.72% |
| 2015 | +21.44% | -43.55% |
| 2014 | +5.30% | -20.35% |
| 2013 | +90.44% | +9.48% |
| 2012 | -8.63% | -35.89% |
| 2011 | +18.18% | -4.93% |
| 2010 | +0.79% | +64.84% |
| 2009 | -4.80% | +7.30% |
| 2008 | -34.81% | -5.24% |
| 2007 | -56.67% | +10.03% |
| 2006 | +35.84% | +11.80% |
| 2005 | +37.19% | +24.47% |
| 2004 | +17.37% | +85.31% |
| 2003 | +40.09% | +44.01% |
| 2002 | +7.89% | +27.93% |
| 2001 | +0.92% | +1.86% |
| 2000 | +31.73% | +27.79% |
| 1999 | -7.22% | +5.59% |
WEN vs PBT Drawdown Comparison
The maximum drawdown for WEN was -84.53%, occurring on Oct 27, 2008. Recovery took 2609 trading sessions.
The maximum drawdown for PBT was -83.18%, occurring on Oct 28, 2020. Recovery took 2464 trading sessions.
The current WEN drawdown is -62.06%. The current PBT drawdown is -3.92%.
| Rank | WEN | PBT |
|---|---|---|
| #1 | -84.53% Dec 27, 2006 - May 10, 2017 | -83.18% Mar 28, 2012 - Jan 11, 2022 |
| #2 | -72.94% Jun 8, 2021 - Jun 22, 2026 | -70.20% Jul 1, 2008 - Nov 4, 2010 |
| #3 | -68.60% Feb 21, 2020 - Jul 27, 2020 | -65.06% Apr 10, 2023 - May 11, 2026 |
| #4 | -22.66% May 3, 2002 - May 2, 2003 | -32.66% Jun 9, 2022 - Oct 26, 2022 |
| #5 | -20.96% Oct 15, 2020 - Jun 8, 2021 | -27.03% Mar 4, 2005 - Jun 27, 2005 |
| #6 | -18.08% Jan 5, 2004 - Oct 1, 2004 | -23.20% Jan 29, 2003 - May 21, 2003 |
| #7 | -18.02% May 8, 2006 - Oct 5, 2006 | -23.13% Dec 31, 1999 - Aug 25, 2000 |
| #8 | -17.83% Aug 20, 2018 - Apr 4, 2019 | -22.07% Sep 17, 2001 - Dec 5, 2002 |
| #9 | -16.79% Jul 16, 2001 - Jan 18, 2002 | -21.60% Apr 22, 2008 - Jul 1, 2008 |
| #10 | -16.57% May 25, 2017 - Dec 19, 2017 | -21.45% May 22, 2026 - Aug 4, 2026 |
| #11 | -14.79% Sep 5, 2019 - Feb 12, 2020 | -19.80% Dec 30, 2022 - Jan 19, 2023 |
| #12 | -14.14% Nov 3, 1999 - Mar 1, 2000 | -19.69% Mar 25, 2022 - May 20, 2022 |
| #13 | -13.64% Mar 1, 2000 - May 11, 2000 | -18.89% Jan 12, 2022 - Mar 25, 2022 |
| #14 | -13.58% Feb 17, 2005 - Jun 29, 2005 | -18.64% Nov 29, 2006 - Oct 15, 2007 |
| #15 | -13.06% Jul 27, 2020 - Oct 8, 2020 | -17.48% Jul 25, 2011 - Feb 24, 2012 |
Correlation
Correlation between WEN and PBT is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
WEN vs PBT dividend yield comparison.
| Year | WEN | PBT |
|---|---|---|
| 2026 | 3.24% | 0.58% |
| 2025 | 8.04% | 1.92% |
| 2024 | 6.13% | 4.92% |
| 2023 | 5.13% | 4.30% |
| 2022 | 2.21% | 4.56% |
| 2021 | 1.80% | 2.28% |
| 2020 | 1.32% | 7.10% |
| 2019 | 1.89% | 10.80% |
| 2018 | 2.18% | 11.20% |
| 2017 | 1.71% | 7.09% |
| 2016 | 1.81% | 5.38% |
| 2015 | 2.09% | 6.82% |
| 2014 | 2.27% | 10.72% |
| 2013 | 2.06% | 6.76% |
| 2012 | 2.13% | 8.84% |
| 2011 | 1.49% | 6.68% |
| 2010 | 1.41% | 6.07% |
| 2009 | 1.28% | 5.60% |
| 2008 | 15.67% | 17.46% |
| 2007 | 8.93% | 9.08% |
| 2006 | 6.28% | 8.77% |
| 2005 | 4.36% | 8.60% |
| 2004 | 5.69% | 6.85% |
| 2003 | 178.26% | 8.34% |
| 2002 | 0.91% | 7.97% |
| 2001 | 0.99% | 15.89% |
| 2000 | 0.49% | 12.58% |
| 1999 | 0.00% | 1.92% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks