Symbotic Inc (SYM)

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Symbotic Inc (SYM) is down 32.4% since the beginning of the year. At $40 per share, SYM is trading 54.3% below its 52-week high of $88. Investors who bought $1,000 worth of SYM shares 5 years ago would now be looking at an investment worth $4,039.

Symbotic Inc (SYM) has returned -32.44% so far this year and 18.24% over the past 12 months.

Based on dividend-adjusted daily data since Mar 9, 2021, SYM's average daily return is +0.28%, while the average monthly return is +4.18%. At this rate, an investment would double in approximately 1.4 years.

Historically, 53% of months were positive and 47% were negative. The best month was Jul 2022 with a return of +63.2%, while the worst month was Aug 2023 at -34.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SYM closed higher 47% of trading days. The best single day was Jun 8, 2022 with a return of +120.6%, while the worst single day was Jun 9, 2022 at -42.1%.

Symbotic Inc has an annualized alpha of 65.65%, beta of 1.43, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since March 09, 2021.

• This stock captured 261.20% of S&P 500 Index gains and 164.19% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SYM ranks 52 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Symbotic Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Symbotic Inc was 72.46%, occurring on Apr 4, 2025. Recovery took 124 trading sessions.

The current Symbotic Inc drawdown is 53.95%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Symbotic Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Symbotic Inc is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.