AMZN vs. SYM
AMZN (Amazon.com, Inc) and SYM (Symbotic Inc) are both stocks. AMZN operates in Internet Retail (Consumer Cyclical), while SYM operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, AMZN returned 7.35%/yr vs 33.12%/yr for SYM. At a 0.24 correlation, their price movements are largely independent.
Performance
AMZN vs. SYM - Performance Comparison
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Returns By Period
In the year-to-date period, AMZN achieves a 3.35% return, which is significantly higher than SYM's -30.03% return.
AMZN
- 1D
- -1.23%
- 1M
- -11.69%
- YTD
- 3.35%
- 6M
- 5.46%
- 1Y
- 11.87%
- 3Y*
- 23.49%
- 5Y*
- 7.35%
- 10Y*
- 20.83%
SYM
- 1D
- -2.80%
- 1M
- -16.29%
- YTD
- -30.03%
- 6M
- -32.23%
- 1Y
- 48.63%
- 3Y*
- -3.92%
- 5Y*
- 33.12%
- 10Y*
- —
AMZN vs. SYM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AMZN Amazon.com, Inc | 3.35% | 5.21% | 44.39% | 80.88% | -49.62% | 12.95% |
SYM Symbotic Inc | -30.03% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
Correlation
The correlation between AMZN and SYM is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.24 |
The correlation between AMZN and SYM shifts across timeframes, from 0.24 (all time) to 0.35 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
AMZN:
$2.59T
SYM:
$5.59B
AMZN:
$8.37
SYM:
$0.09
AMZN:
28.50
SYM:
475.08
AMZN:
3.48
SYM:
2.00
AMZN:
5.87
SYM:
5.44
AMZN:
$742.78B
SYM:
$2.52B
AMZN:
$348.59B
SYM:
$501.51M
AMZN:
$152.71B
SYM:
$16.80M
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Return for Risk
AMZN vs. SYM — Risk / Return Rank
AMZN
SYM
AMZN vs. SYM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amazon.com, Inc (AMZN) and Symbotic Inc (SYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMZN | SYM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.17 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.93 | -0.38 |
| Martin ratioReturn relative to average drawdown | 1.29 | 1.71 | -0.42 |
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Drawdowns
AMZN vs. SYM - Drawdown Comparison
The maximum AMZN drawdown since its inception was -94.40%, which is greater than SYM's maximum drawdown of -72.46%. Use the drawdown chart below to compare losses from any high point for AMZN and SYM.
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Drawdown Indicators
| AMZN | SYM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.40% | -72.46% | -21.94% |
Max Drawdown (1Y)Largest decline over 1 year | -21.74% | -52.76% | +31.02% |
Max Drawdown (3Y)Largest decline over 3 years | -30.88% | -72.46% | +41.58% |
Max Drawdown (5Y)Largest decline over 5 years | -56.15% | -72.46% | +16.31% |
Max Drawdown (10Y)Largest decline over 10 years | -56.15% | — | — |
Current DrawdownCurrent decline from peak | -13.25% | -52.31% | +39.06% |
Average DrawdownAverage peak-to-trough decline | -28.19% | -28.11% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.21% | 28.52% | -19.31% |
Volatility
AMZN vs. SYM - Volatility Comparison
The current volatility for Amazon.com, Inc (AMZN) is 7.92%, while Symbotic Inc (SYM) has a volatility of 19.63%. This indicates that AMZN experiences smaller price fluctuations and is considered to be less risky than SYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMZN | SYM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.92% | 19.63% | -11.71% |
Volatility (6M)Calculated over the trailing 6-month period | 20.73% | 44.76% | -24.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.13% | 90.71% | -60.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.53% | 104.15% | -68.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.48% | 101.53% | -69.05% |
Dividends
AMZN vs. SYM - Dividend Comparison
Neither AMZN nor SYM has paid dividends to shareholders.
Financials
AMZN vs. SYM - Financials Comparison
This section allows you to compare key financial metrics between Amazon.com, Inc and Symbotic Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AMZN vs. SYM - Profitability Comparison
AMZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported a gross profit of 66.77B and revenue of 181.52B. Therefore, the gross margin over that period was 36.8%.
SYM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Symbotic Inc reported a gross profit of 149.95M and revenue of 676.48M. Therefore, the gross margin over that period was 22.2%.
AMZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported an operating income of 23.85B and revenue of 181.52B, resulting in an operating margin of 13.1%.
SYM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Symbotic Inc reported an operating income of 6.09M and revenue of 676.48M, resulting in an operating margin of 0.9%.
AMZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported a net income of 30.26B and revenue of 181.52B, resulting in a net margin of 16.7%.
SYM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Symbotic Inc reported a net income of 17.52M and revenue of 676.48M, resulting in a net margin of 2.6%.
Frequently Asked Questions
AMZN and SYM have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYM has higher volatility (19.63%) compared to AMZN (7.92%). In terms of maximum drawdown, AMZN dropped -94.40% vs SYM's -72.46%.
SYM currently has the higher Sharpe Ratio (0.54 vs 0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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