The Wendy’s Co (WEN) — Strategic Asset Allocation Index
The Wendy’s Co (WEN) has a Strategic Asset Allocation Index of 248.9% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $299.84 Million) total $299.84 Million, measured against net assets of $120.47 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how tangible is The Wendy’s Co's equity to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
The Wendy’s Co Strategic Asset Allocation Index (2000–2025)
This chart shows how The Wendy’s Co's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 248.9%, representing strategic assets of $299.84 Million against net assets of $120.47 Million USD.
Annual Strategic Asset Allocation Index for The Wendy’s Co (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for The Wendy’s Co from 2000 to 2025, covering 26 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 live market cap and overall valuation, see The Wendy’s Co market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 264.2% | $310.12 Million | $- | $310.12 Million | $117.38 Million | ▲ +141.9 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 | — |