CGNX vs. SYM
CGNX (Cognex Corporation) and SYM (Symbotic Inc) are both stocks. CGNX operates in Scientific & Technical Instruments (Technology), while SYM operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, CGNX returned -5.71%/yr vs 34.45%/yr for SYM. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
CGNX vs. SYM - Performance Comparison
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Returns By Period
In the year-to-date period, CGNX achieves a 81.84% return, which is significantly higher than SYM's -27.65% return.
CGNX
- 1D
- 4.18%
- 1M
- -3.78%
- 6M
- 68.88%
- YTD
- 81.84%
- 1Y
- 62.32%
- 3Y*
- 8.69%
- 5Y*
- -5.71%
- 10Y*
- 11.17%
- ALL TIME*
- 15.30%
SYM
- 1D
- 0.26%
- 1M
- 0.73%
- 6M
- -20.82%
- YTD
- -27.65%
- 1Y
- -15.34%
- 3Y*
- -9.25%
- 5Y*
- 34.45%
- 10Y*
- —
- ALL TIME*
- 30.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $109.52M | $125.18M | $156.36M | |
SYM Symbotic Inc | $55.50M | $60.72M | $98.81M |
CGNX vs. SYM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CGNX Cognex Corporation | 81.84% | 1.24% | -13.45% | -10.84% | -39.11% | 3.66% |
SYM Symbotic Inc | -27.65% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
Correlation
The correlation between CGNX and SYM is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.34 |
The correlation between CGNX and SYM shifts across timeframes, from 0.34 (all time) to 0.47 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
CGNX:
$10.86B
SYM:
$27.63B
CGNX:
$0.84
SYM:
$0.08
CGNX:
77.29
SYM:
506.98
CGNX:
10.52
SYM:
2.13
CGNX:
7.43
SYM:
5.63
CGNX:
$1.05B
SYM:
$2.52B
CGNX:
$712.01M
SYM:
$501.51M
CGNX:
$224.08M
SYM:
$16.80M
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Return for Risk
CGNX vs. SYM — Risk / Return Rank
CGNX
SYM
CGNX vs. SYM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cognex Corporation (CGNX) 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.
| CGNX | SYM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.03 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | -0.36 | +2.57 |
| Martin ratioReturn relative to average drawdown | 4.76 | -0.59 | +5.36 |
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Drawdowns
CGNX vs. SYM - Drawdown Comparison
The maximum CGNX drawdown since its inception was -83.71%, which is greater than SYM's maximum drawdown of -72.46%. Use the drawdown chart below to compare losses from any high point for CGNX and SYM.
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Drawdown Indicators
| CGNX | SYM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.71% | -72.46% | -11.25% |
Max Drawdown (1Y)Largest decline over 1 year | -27.86% | -55.82% | +27.96% |
Max Drawdown (3Y)Largest decline over 3 years | -55.74% | -69.93% | +14.19% |
Max Drawdown (5Y)Largest decline over 5 years | -74.07% | -72.46% | -1.61% |
Max Drawdown (10Y)Largest decline over 10 years | -74.63% | — | — |
Current DrawdownCurrent decline from peak | -28.22% | -50.69% | +22.47% |
Average DrawdownAverage peak-to-trough decline | -37.48% | -28.69% | -8.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.87% | 34.15% | -21.28% |
Volatility
CGNX vs. SYM - Volatility Comparison
Cognex Corporation (CGNX) and Symbotic Inc (SYM) have volatilities of 15.98% and 16.51%, 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
| CGNX | SYM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.98% | 16.51% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 44.79% | 43.11% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 60.61% | 86.09% | -25.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.33% | 104.54% | -60.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.21% | 100.63% | -58.42% |
Dividends
CGNX vs. SYM - Dividend Comparison
CGNX's dividend yield for the trailing twelve months is around 0.51%, while SYM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGNX Cognex Corporation | 0.51% | 0.90% | 0.85% | 0.68% | 0.56% | 0.32% | 2.77% | 0.37% | 0.48% | 0.27% | 0.46% | 0.62% |
SYM Symbotic Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CGNX vs. SYM - Financials Comparison
This section allows you to compare key financial metrics between Cognex 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.
Total Revenue: Total amount of money received from sales and other business activities
CGNX vs. SYM - Profitability Comparison
CGNX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Cognex Corporation reported a gross profit of 190.94M and revenue of 268.44M. Therefore, the gross margin over that period was 71.1%.
SYM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
CGNX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Cognex Corporation reported an operating income of 59.87M and revenue of 268.44M, resulting in an operating margin of 22.3%.
SYM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Symbotic Inc reported an operating income of 6.09M and revenue of 676.48M, resulting in an operating margin of 0.9%.
CGNX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Cognex Corporation reported a net income of 51.70M and revenue of 268.44M, resulting in a net margin of 19.3%.
SYM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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
CGNX and SYM have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYM has higher volatility (16.51%) compared to CGNX (15.98%). In terms of maximum drawdown, CGNX dropped -83.71% vs SYM's -72.46%.
CGNX currently has the higher Sharpe Ratio (1.08 vs -0.24), 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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