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ATRO vs. SYM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ATRO vs. SYM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Astronics Corporation (ATRO) and Symbotic Inc (SYM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ATRO achieves a 76.99% return, which is significantly higher than SYM's -30.03% return.


ATRO

1D
1.27%
1M
19.87%
YTD
76.99%
6M
76.47%
1Y
168.08%
3Y*
74.20%
5Y*
37.93%
10Y*
12.28%

SYM

1D
-2.80%
1M
-16.29%
YTD
-30.03%
6M
-32.23%
1Y
48.63%
3Y*
-3.92%
5Y*
33.12%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ATRO vs. SYM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ATRO
Astronics Corporation
76.99%239.85%-8.38%69.13%-14.17%-24.00%
SYM
Symbotic Inc
-30.03%150.95%-53.81%329.90%19.40%-3.38%

Correlation

The correlation between ATRO and SYM is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Mar 9, 2021

0.22

The correlation between ATRO and SYM shifts across timeframes, from 0.22 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ATRO:

$3.67B

SYM:

$5.59B

EPS

ATRO:

$1.22

SYM:

$0.09

PE Ratio

ATRO:

78.55

SYM:

475.08

PS Ratio

ATRO:

4.02

SYM:

2.00

PB Ratio

ATRO:

22.69

SYM:

5.44

Total Revenue (TTM)

ATRO:

$886.81M

SYM:

$2.52B

Gross Profit (TTM)

ATRO:

$272.44M

SYM:

$501.51M

EBITDA (TTM)

ATRO:

$74.47M

SYM:

$16.80M

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Return for Risk

ATRO vs. SYM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ATRO
ATRO Risk / Return Rank: 9595
Overall Rank
ATRO Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
ATRO Sortino Ratio Rank: 9393
Sortino Ratio Rank
ATRO Omega Ratio Rank: 9393
Omega Ratio Rank
ATRO Calmar Ratio Rank: 9696
Calmar Ratio Rank
ATRO Martin Ratio Rank: 9797
Martin Ratio Rank

SYM
SYM Risk / Return Rank: 6363
Overall Rank
SYM Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
SYM Sortino Ratio Rank: 6666
Sortino Ratio Rank
SYM Omega Ratio Rank: 6464
Omega Ratio Rank
SYM Calmar Ratio Rank: 6262
Calmar Ratio Rank
SYM Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ATRO vs. SYM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Astronics Corporation (ATRO) 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.


ATROSYMDifference
Sharpe ratioReturn per unit of total volatility

+2.50

Sortino ratioReturn per unit of downside risk

+2.02

Omega ratioGain probability vs. loss probability

1.46

1.17

+0.28

Calmar ratioReturn relative to maximum drawdown

7.23

0.93

+6.30

Martin ratioReturn relative to average drawdown

24.48

1.71

+22.77

ATRO vs. SYM - Sharpe Ratio Comparison

The current ATRO Sharpe Ratio is 3.04, which is higher than the SYM Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of ATRO and SYM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ATRO vs. SYM - Drawdown Comparison

The maximum ATRO drawdown since its inception was -90.12%, which is greater than SYM's maximum drawdown of -72.46%. Use the drawdown chart below to compare losses from any high point for ATRO and SYM.


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Drawdown Indicators


ATROSYMDifference

Max Drawdown

Largest peak-to-trough decline

-90.12%

-72.46%

-17.66%

Max Drawdown (1Y)

Largest decline over 1 year

-23.39%

-52.76%

+29.37%

Max Drawdown (3Y)

Largest decline over 3 years

-34.89%

-72.46%

+37.57%

Max Drawdown (5Y)

Largest decline over 5 years

-62.90%

-72.46%

+9.56%

Max Drawdown (10Y)

Largest decline over 10 years

-85.52%

Current Drawdown

Current decline from peak

0.00%

-52.31%

+52.31%

Average Drawdown

Average peak-to-trough decline

-38.08%

-28.11%

-9.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.06%

28.52%

-21.46%

Volatility

ATRO vs. SYM - Volatility Comparison

Astronics Corporation (ATRO) and Symbotic Inc (SYM) have volatilities of 20.40% and 19.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ATROSYMDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.40%

19.63%

+0.77%

Volatility (6M)

Calculated over the trailing 6-month period

39.82%

44.76%

-4.94%

Volatility (1Y)

Calculated over the trailing 1-year period

56.08%

90.71%

-34.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.27%

104.15%

-48.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.87%

101.53%

-44.66%

Dividends

ATRO vs. SYM - Dividend Comparison

Neither ATRO nor SYM has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

ATRO vs. SYM - Financials Comparison

This section allows you to compare key financial metrics between Astronics Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M500.00M600.00M700.00M20222023202420252026
230.62M
676.48M
(ATRO) Total Revenue
(SYM) Total Revenue
Values in USD except per share items

ATRO vs. SYM - Profitability Comparison

The chart below illustrates the profitability comparison between Astronics Corporation and Symbotic Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%20222023202420252026
32.6%
22.2%
Portfolio components
ATRO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Astronics Corporation reported a gross profit of 75.13M and revenue of 230.62M. Therefore, the gross margin over that period was 32.6%.

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%.

ATRO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Astronics Corporation reported an operating income of 27.23M and revenue of 230.62M, resulting in an operating margin of 11.8%.

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%.

ATRO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Astronics Corporation reported a net income of 25.54M and revenue of 230.62M, resulting in a net margin of 11.1%.

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


ATRO and SYM have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ATRO has higher volatility (20.40%) compared to SYM (19.63%). In terms of maximum drawdown, ATRO dropped -90.12% vs SYM's -72.46%.

ATRO currently has the higher Sharpe Ratio (3.04 vs 0.54), 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.

Portfolio Optimizer

Find the right allocation for ATRO and SYM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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