The Wendy's Company Return on Assets (ROA) History
WEN / Consumer Discretionary|10 years of SEC 10-K data (FY2016-FY2025)
3.3% in FY2025 with a 5-year CAGR of +1.0%.
Declined from 3.9% to 3.3% over the past 2 years.
At 3.3%, The Wendy's Company's return on assets (roa) ranks #138 of 222 in the Consumer Discretionary sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 2.3% in FY2020 to 10.7% in FY2018.
Based on SEC 10-K filings.
Key Data Points
- Altman Z-Score 0.78 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
- 3-Year Change
- +0.1pp
- 5-Year Change
- +1.0pp
- 10-Year Change
- -
Return on Assets (ROA) Trend
#138 of 222 in Consumer DiscretionaryTop 62% of 222This company 3.3% Sector average 5.2%
▼
-36.6% below sector average
Key Insights
- In FY2025, return on assets (roa) decreased 13.7% year-over-year.
- Currently 1.9pp below the Consumer Discretionary sector average.
- Peak return on assets (roa) was recorded in FY2018.
- Lowest return on assets (roa) in the period was in FY2020.
Annual Data
| Year | Return on Assets (ROA) | YoY Growth |
|---|---|---|
| FY2025 | 3.3% | -13.7% |
| FY2024 | 3.9% | -2.0% |
| FY2023 | 3.9% | +22.0% |
| FY2022 | 3.2% | -17.8% |
| FY2021 | 3.9% | +67.9% |
| FY2020 | 2.3% | -14.6% |
| FY2019 | 2.7% | -74.4% |
| FY2018 | 10.7% | +126.2% |
| FY2017 | 4.7% | +44.1% |
| FY2016 | 3.3% | -16.1% |
As of FY2025 · SEC 10-K · Updated Mar 28, 2026