The Wendy’s Co (WEN) — Strategic Asset Allocation Index
The Wendy’s Co (WEN) has a Strategic Asset Allocation Index of 263.9% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $309.78 Million) total $309.78 Million, measured against net assets of $117.38 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check WEN cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
The Wendy’s Co Strategic Asset Allocation Index (2000–2024)
This chart shows how The Wendy’s Co's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 263.9%, representing strategic assets of $309.78 Million against net assets of $117.38 Million USD. See The Wendy’s Co free cash flow to debt ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for The Wendy’s Co (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for The Wendy’s Co from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see The Wendy’s Co market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 122.2% | $317.05 Million | $- | $317.05 Million | $259.35 Million | ▲ +9.9 pp |
| 2023 | 112.4% | $348.11 Million | $- | $348.11 Million | $309.78 Million | ▼ -89.9 pp |
| 2022 | 202.2% | $941.81 Million | $895.78 Million | $46.03 Million | $465.72 Million | ▼ -327.9 pp |
| 2021 | 530.1% | $2.31 Billion | $1.96 Billion | $349.58 Million | $436.40 Million | ▲ +355.3 pp |
| 2020 | 174.8% | $960.46 Million | $915.89 Million | $44.57 Million | $549.60 Million | ▼ -23.4 pp |
| 2019 | 198.1% | $1.02 Billion | $977.00 Million | $45.95 Million | $516.36 Million | ▼ -31.3 pp |
| 2018 | 229.4% | $1.49 Billion | $1.21 Billion | $274.14 Million | $648.45 Million | ▼ -40.7 pp |
| 2017 | 270.1% | $1.55 Billion | $1.26 Billion | $285.09 Million | $573.20 Million | ▲ +33.4 pp |
| 2016 | 236.7% | $1.25 Billion | $1.19 Billion | $56.98 Million | $527.74 Million | ▲ +65.9 pp |
| 2015 | 170.8% | $1.29 Billion | $1.23 Billion | $58.37 Million | $752.91 Million | ▲ +92.5 pp |
| 2014 | 78.3% | $1.35 Billion | $1.27 Billion | $74.05 Million | $1.72 Billion | ▲ +13.6 pp |
| 2013 | 64.7% | $1.25 Billion | $1.17 Billion | $83.20 Million | $1.93 Billion | ▼ -4.0 pp |
| 2012 | 68.7% | $1.36 Billion | $1.25 Billion | $113.28 Million | $1.99 Billion | ▲ +3.0 pp |
| 2011 | 65.7% | $1.31 Billion | $1.19 Billion | $119.27 Million | $2.00 Billion | ▼ -11.5 pp |
| 2010 | 77.3% | $1.67 Billion | $1.55 Billion | $119.83 Million | $2.16 Billion | ▲ +7.9 pp |
| 2009 | 69.3% | $1.62 Billion | $1.62 Billion | $- | $2.34 Billion | ▼ -5.0 pp |
| 2008 | 74.3% | $1.77 Billion | $1.77 Billion | $- | $2.38 Billion | ▼ -38.0 pp |
| 2007 | 112.2% | $504.87 Million | $504.87 Million | $- | $449.83 Million | ▲ +12.3 pp |
| 2006 | 99.9% | $488.48 Million | $488.48 Million | $- | $488.87 Million | ▼ -1.2 pp |
| 2005 | 101.1% | $443.86 Million | $443.86 Million | $- | $439.00 Million | ▲ +68.1 pp |
| 2004 | 33.0% | $103.43 Million | $103.43 Million | $- | $313.83 Million | ▼ -4.0 pp |
| 2003 | 36.9% | $106.23 Million | $106.23 Million | $- | $287.61 Million | ▲ +2.3 pp |
| 2002 | 34.6% | $115.22 Million | $115.22 Million | $- | $332.74 Million | ▲ +16.3 pp |
| 2001 | 18.3% | $60.99 Million | $60.99 Million | $- | $332.40 Million | ▲ +4.1 pp |
| 2000 | 14.2% | $40.10 Million | $40.10 Million | $- | $282.31 Million | — |