Wendy's (WEN) Gains from Investment Securities (2010 - 2018)
Wendy's' (WEN) quarterly Gains from Investment Securities came in at $4.3 million in Q4 2018, down 30.04% YoY from $6.2 million in Q4 2017, and up 31.05% on a QoQ basis from $3.3 million in Q3 2018.
Analysis
Wendy's (WEN) Gains from Investment Securities (2010 - 2018) Analysis & Trends
Wendy's (WEN) has 9 years of Gains from Investment Securities data on file, last reported at $4.3 million in Q4 2018.
- Quarterly Gains from Investment Securities fell 30.04% year-over-year to $4.3 million in Q4 2018, while the trailing twelve-month figure through Dec 2018 was $13.4 million (up 14.32% YoY) and the FY2025 annual result came in at $14.8 million, up 2.57% from the prior year.
- Gains from Investment Securities grew to $4.3 million in Q4 2018, from $3.3 million in the prior quarter.
- In the past five years, Gains from Investment Securities ranged from a high of $6.2 million in Q4 2017 to a low of $2.2 million in Q1 2017.
- A 5-year average of $3.3 million and a median of $3.2 million in 2014 frame the typical range for Gains from Investment Securities.
- Annual changes were most pronounced in 2017 — Gains from Investment Securities jumped 177.78% — and 2018, when it sank 30.04%.
- Tracing WEN's Gains from Investment Securities over 5 years: stood at $3.9 million in 2014, then declined by 12.8% to $3.4 million in 2015, then declined by 20.28% to $2.7 million in 2016, then jumped by 130.16% to $6.2 million in 2017, then slumped by 30.04% to $4.3 million in 2018.
- The last three Gains from Investment Securities figures came in at $4.3 million (Q4 2018), $3.3 million (Q3 2018), and $2.8 million (Q3 2018), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Mcdonalds | 181.46 Bn | 180.64 Bn | 6.42 Bn |
| 2 | Starbucks | 119.15 Bn | 115.53 Bn | 6.49 Bn |
| 3 | Chipotle Mexican Grill | 47.22 Bn | 46.55 Bn | 2.35 Bn |
| 4 | Yum Brands | 41.34 Bn | 40.66 Bn | 1.47 Bn |
| 5 | Restaurant Brands International | 27.92 Bn | 26.86 Bn | 1.89 Bn |
| 6 | Darden Restaurants | 25.01 Bn | 24.79 Bn | 3.68 Bn |
| 7 | Restaurant Brands International Limited Partnership | 17.24 Bn | 16.18 Bn | 1.89 Bn |
| 8 | Yum China Holdings | 15.19 Bn | 13.80 Bn | 2.22 Bn |
| 9 | Texas Roadhouse | 12.42 Bn | 12.22 Bn | 1.44 Bn |
| 10 | Wendy's | 1.52 Bn | 1.18 Bn | 363.30 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 30, 2018 | 4.33 Mn |
| Sep 30, 2018 | 3.30 Mn |
| Jul 1, 2018 | 2.85 Mn |
| Apr 1, 2018 | 2.91 Mn |
| Dec 31, 2017 | 6.19 Mn |
| Jul 2, 2017 | 3.09 Mn |
| Apr 2, 2017 | 2.44 Mn |
| Jan 1, 2017 | 2.23 Mn |
| Apr 3, 2016 | 2.69 Mn |
| Sep 27, 2015 | 3.37 Mn |
| Jun 28, 2015 | 3.45 Mn |
| Mar 29, 2015 | 2.38 Mn |
| Dec 28, 2014 | 3.87 Mn |
| Sep 28, 2014 | 3.59 Mn |
| Jun 29, 2014 | 3.28 Mn |
| Mar 30, 2014 | 3.16 Mn |
| Dec 29, 2013 | 3.97 Mn |
| Sep 29, 2013 | 4.12 Mn |
| Jun 30, 2013 | 3.33 Mn |
| Mar 31, 2013 | 2.70 Mn |