Symbotic Inc (SYM)
Symbotic Inc., based in Wilmington, Massachusetts, is an automation technology company that offers robotics and technology solutions to enhance efficiency for retailers and wholesalers in the U.S. Their primary offering is the Symbotic system, a comprehensive warehouse automation system for product distribution. Additionally, they design and set up modular inventory management systems and configure embedded software.
Company Info
| ISIN | US87151X1019 |
|---|---|
| CUSIP | 668771108 |
| Sector | Industrials |
| Industry | Specialty Industrial Machinery |
Highlights
| Market Cap | $14.63B |
|---|---|
| EPS (TTM) | -$0.20 |
| Total Revenue (TTM) | $1.68B |
| Gross Profit (TTM) | $240.46M |
| EBITDA (TTM) | -$142.77M |
| Year Range | $17.11 - $59.82 |
| Target Price | $40.64 |
| Short % | 40.47% |
| Short Ratio | 6.26 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Symbotic Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Symbotic Inc had a return of -51.33% year-to-date (YTD) and -23.75% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -51.33% | 17.79% |
| 1 month | -0.75% | 0.18% |
| 6 months | -46.74% | 7.53% |
| 1 year | -23.75% | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of SYM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -16.17% | -8.44% | 14.21% | -14.29% | 2.59% | -11.14% | -23.75% | -28.38% | -51.33% | ||||
| 2023 | 31.07% | 4.47% | 39.69% | 16.29% | 24.17% | 29.81% | 48.42% | -34.23% | -20.00% | 1.79% | 55.39% | -2.93% | 329.90% |
| 2022 | -1.80% | 0.51% | 0.41% | 0.10% | -4.33% | 15.60% | 63.17% | -30.39% | -7.70% | 7.30% | -10.45% | 8.05% | 19.40% |
| 2021 | -1.46% | 3.86% | -5.15% | -0.10% | -1.41% | -0.61% | 0.92% | 1.63% | 0.10% | 0.00% | -2.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SYM is 34, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Symbotic Inc (SYM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 71.89%, occurring on Sep 10, 2024. The portfolio has not yet recovered.
The current Symbotic Inc drawdown is 60.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.89% | Aug 1, 2023 | 280 | Sep 10, 2024 | — | — | — |
| -56.1% | Jun 9, 2022 | 113 | Nov 17, 2022 | 82 | Mar 20, 2023 | 195 |
| -27.61% | Jun 20, 2023 | 5 | Jun 26, 2023 | 15 | Jul 18, 2023 | 20 |
| -26.71% | Jul 19, 2023 | 5 | Jul 25, 2023 | 4 | Jul 31, 2023 | 9 |
| -23.43% | Apr 24, 2023 | 7 | May 2, 2023 | 12 | May 18, 2023 | 19 |
Volatility
Volatility Chart
The current Symbotic Inc volatility is 25.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Symbotic Inc.
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Income Statement
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