Highlights
- Market Cap
- $6.80B
- Enterprise Value
- $4.98B
- EPS (TTM)
- $0.06
- PE Ratio
- 892.99
- Total Revenue (TTM)
- $2.39B
- Gross Profit (TTM)
- $466.36M
- EBITDA (TTM)
- -$32.24M
- Year Range
- $16.32 - $87.88
- Target Price
- $65.56
- ROA (TTM)
- 0.23%
- ROE (TTM)
- 0.72%
Share Price Chart
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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.
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Returns By Period
Symbotic Inc (SYM) has returned -10.59% so far this year and 163.24% over the past 12 months.
Symbotic Inc
- 1D
- 12.21%
- 1M
- -2.88%
- YTD
- -10.59%
- 6M
- -1.30%
- 1Y
- 163.24%
- 3Y*
- 32.56%
- 5Y*
- 39.42%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 9, 2021, SYM's average daily return is +0.31%, while the average monthly return is +4.79%. At this rate, your investment would double in approximately 1.2 years.
Historically, 54% of months were positive and 46% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.62% | 0.75% | -2.88% | -10.59% | |||||||||
| 2025 | 23.79% | -22.66% | -10.97% | 6.78% | 32.85% | 35.51% | 38.87% | -12.09% | 13.64% | 50.19% | 3.48% | -28.97% | 150.95% |
| 2024 | -16.17% | -8.44% | 14.21% | -14.29% | 2.59% | -11.14% | -23.75% | -28.38% | 27.03% | 13.94% | -3.20% | -11.86% | -53.81% |
| 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% |
Benchmark Metrics
Symbotic Inc has an annualized alpha of 86.23%, beta of 1.41, and R² of 0.05 versus S&P 500 Index. Calculated based on daily prices since March 10, 2021.
- This stock captured 327.09% of S&P 500 Index gains and 156.66% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.05 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.
- Alpha
- 86.23%
- Beta
- 1.41
- R²
- 0.05
- Upside Capture
- 327.09%
- Downside Capture
- 156.66%
Return for Risk
Risk / Return Rank
SYM ranks 85 for risk / return — in the top 85% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Symbotic Inc (SYM) and compare them to a chosen benchmark (S&P 500 Index).
| SYM | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.75 | 0.90 | +0.86 |
Sortino ratioReturn per unit of downside risk | 2.49 | 1.39 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.59 | 1.40 | +2.19 |
Martin ratioReturn relative to average drawdown | 7.31 | 6.61 | +0.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SYM risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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.
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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 72.46%, occurring on Apr 4, 2025. Recovery took 124 trading sessions.
The current Symbotic Inc drawdown is 39.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.46% | Aug 1, 2023 | 422 | Apr 4, 2025 | 124 | Oct 2, 2025 | 546 |
| -56.1% | Jun 9, 2022 | 113 | Nov 17, 2022 | 82 | Mar 20, 2023 | 195 |
| -45.69% | Nov 28, 2025 | 83 | Mar 30, 2026 | — | — | — |
| -35.3% | Nov 4, 2025 | 11 | Nov 18, 2025 | 6 | Nov 26, 2025 | 17 |
| -27.61% | Jun 20, 2023 | 5 | Jun 26, 2023 | 15 | Jul 18, 2023 | 20 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
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.
Valuation
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SYM, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, SYM has a P/E ratio of 893.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SYM relative to other companies in the Specialty Industrial Machinery industry. Currently, SYM has a P/S ratio of 2.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SYM in comparison with other companies in the Specialty Industrial Machinery industry. Currently, SYM has a P/B value of 7.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |