The Wendy’s Co (WEN)

Return on assets (ROA)

Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Net income (ttm) US$ in thousands 194,357 193,798 201,623 206,612 204,440 198,777 191,270 179,789 177,370 188,226 178,855 196,428 200,392 186,995 185,577 144,757 117,832 105,631 112,005 119,487
Total assets US$ in thousands 5,034,840 5,073,220 5,088,160 5,189,770 5,616,090 5,290,450 5,353,750 5,408,030 5,499,340 5,524,990 5,515,580 5,563,100 5,101,390 5,156,950 5,166,870 4,956,670 5,040,010 4,963,020 5,070,360 4,981,720
ROA 3.86% 3.82% 3.96% 3.98% 3.64% 3.76% 3.57% 3.32% 3.23% 3.41% 3.24% 3.53% 3.93% 3.63% 3.59% 2.92% 2.34% 2.13% 2.21% 2.40%

December 31, 2024 calculation

ROA = Net income (ttm) ÷ Total assets
= $194,357K ÷ $5,034,840K
= 3.86%

The Return on Assets (ROA) of The Wendy's Co has shown a generally positive trend over the analyzed period, starting at 2.40% as of March 31, 2020, and gradually increasing to 3.86% by December 31, 2024. This indicates that the company has been able to generate a higher level of profit relative to its total assets over time.

The ROA fluctuated slightly throughout the years, with some quarters experiencing a slight decrease followed by a subsequent increase. The highest ROA was recorded on December 31, 2024, at 3.86%, suggesting that the company was able to efficiently utilize its assets to generate profit during that period.

Overall, the increasing trend in ROA demonstrates that The Wendy's Co has been improving its ability to generate profit relative to its assets, which can be a positive indicator of the company's operational efficiency and financial health.


Peer comparison

Dec 31, 2024

Company name
Symbol
ROA
The Wendy’s Co
WEN
3.86%
Shake Shack Inc
SHAK
0.60%
Starbucks Corporation
SBUX
12.00%