Company / Return on Assets (ROA)
The Wendy's Company Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
3.3%
FY2025
5-year range
2.1% / 3.9%
FY2021-FY2025
Trend
-13.7%
vs FY2024
Sector context
#139 of 223
Consumer Discretionary
What the data says
At 3.3%, The Wendy's Company's return on assets (roa) ranks #139 of 223 in the Consumer Discretionary sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 2.1% in FY2022 to 10.7% in FY2018.
Based on SEC 10-K filings.
3.3% in FY2025 with a 5-year CAGR of -5.8%.
Declined from 3.9% to 3.3% over the past 2 years.
Consumer Discretionary sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.2pp
- 5-Year Change
- -5.8pp
- 10-Year Change
- -
Sector benchmark
-37.7% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 13.7% year-over-year.
- Currently 2.0pp 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 FY2022.
Company context
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.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 3.3% | -13.7% |
| FY2024 | 3.9% | -2.0% |
| FY2023 | 3.9% | +84.1% |
| FY2022 | 2.1% | -20.1% |
| FY2021 | 2.7% | -70.6% |
| FY2020 | 9.1% | +135.3% |
| FY2019 | 3.9% | -63.8% |
| FY2018 | 10.7% | +172.8% |
| FY2017 | 3.9% | +27.6% |
| FY2016 | 3.1% | +177.5% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026