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WEN vs SPY

Comparison between Wendy`s Co - Class A (WEN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WEN, delivering a return of +13.3% compared to -18.0%

WEN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WEN
$1.40B
Winner
SPY
$735B
Expense Ratio
WEN
N/A
SPY
0.09%
Max Drawdown
WEN
90.87%
Winner
SPY
56.47%
Sharpe Ratio
WEN
-0.98
Winner
SPY
1.62
5Y Beta
Winner
WEN
0.49
SPY
1.00
Industry
WEN
Restaurants
SPY
N/A
P/E Ratio
Winner
WEN
9.43
SPY
28.99
Forward P/E
Winner
WEN
11.57
SPY
22.37
PEG Ratio
WEN
1.29
SPY
N/A
Dividend Yield
WEN
8.30%
SPY
N/A
5Y Dividends CAGR
Winner
WEN
17.69%
SPY
5.43%
5Y EPS CAGR
WEN
3.75%
Winner
SPY
26.05%
Debt to Equity
WEN
2383.92%
Winner
SPY
32.40%
Free Cash Flow Yield
WEN
22.78%
SPY
N/A
P/S Ratio
Winner
WEN
0.65
SPY
3.74
P/B Ratio
WEN
12.34
Winner
SPY
5.61

WEN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WEN
+3.32%
SPY
+1.90%
3M
WEN
-5.80%
Winner
SPY
+8.55%
6M
WEN
-17.56%
Winner
SPY
+8.18%
1Y
WEN
-38.59%
Winner
SPY
+25.79%
5Y(CAGR)
WEN
-17.95%
Winner
SPY
+13.32%
10Y(CAGR)
WEN
-0.82%
Winner
SPY
+15.19%
Max(CAGR)
WEN
+3.66%
Winner
SPY
+8.47%

WEN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWENSPY
2026-14.83%+8.26%
2025-45.18%+18.00%
2024-10.84%+25.59%
2023-7.06%+26.72%
2022-2.93%-18.64%
2021+13.80%+30.52%
2020-0.47%+17.28%
2019+45.06%+31.09%
2018-2.41%-5.24%
2017+24.67%+20.78%
2016+29.68%+13.59%
2015+21.44%+1.31%
2014+5.30%+14.56%
2013+90.44%+29.00%
2012-8.63%+14.17%
2011+18.18%+0.85%
2010+0.79%+13.14%
2009-4.80%+22.67%
2008-34.81%-36.25%
2007-56.67%+5.32%
2006+35.84%+13.85%
2005+37.19%+5.32%
2004+17.37%+10.75%
2003+40.09%+24.18%
2002+7.89%-22.42%
2001+0.92%-10.13%
2000+31.73%-8.84%
1999-7.22%+8.61%

WEN vs SPY Drawdown Comparison

The maximum drawdown for WEN was -84.53%, occurring on Oct 27, 2008. Recovery took 2609 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current WEN drawdown is -70.57%. The current SPY drawdown is -2.90%.

RankWENSPY
#1-84.53%
Dec 27, 2006 - May 10, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-71.82%
Jun 8, 2021 - May 4, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-68.60%
Feb 21, 2020 - Jul 27, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.66%
May 3, 2002 - May 2, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.96%
Oct 15, 2020 - Jun 8, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.08%
Jan 5, 2004 - Oct 1, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.02%
May 8, 2006 - Oct 5, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.83%
Aug 20, 2018 - Apr 4, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.79%
Jul 16, 2001 - Jan 18, 2002		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.57%
May 25, 2017 - Dec 19, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.79%
Sep 5, 2019 - Feb 12, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.14%
Nov 3, 1999 - Mar 1, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.64%
Mar 1, 2000 - May 11, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.58%
Feb 17, 2005 - Jun 29, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.06%
Jul 27, 2020 - Oct 8, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WEN and SPY is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

WEN vs SPY dividend yield comparison.

YearWENSPY
20264.17%0.24%
20258.04%1.07%
20246.13%1.21%
20235.13%1.40%
20222.21%1.65%
20211.80%1.20%
20201.32%1.52%
20191.89%1.75%
20182.18%2.04%
20171.71%1.80%
20161.81%2.03%
20152.09%2.06%
20142.27%1.87%
20132.06%1.81%
20122.13%2.18%
20111.49%2.05%
20101.41%1.80%
20091.28%1.95%
200815.67%3.02%
20078.93%1.85%
20066.28%1.73%
20054.36%1.73%
20045.69%1.82%
2003178.26%1.47%
20020.91%1.70%
20010.99%1.25%
20000.49%1.15%
19990.00%0.24%

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