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

Performance

IMPUY vs. SYM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Impala Platinum Holdings Limited ADR (IMPUY) 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, IMPUY achieves a -21.56% return, which is significantly higher than SYM's -30.03% return.


IMPUY

1D
2.92%
1M
-28.27%
YTD
-21.56%
6M
-8.62%
1Y
38.90%
3Y*
14.52%
5Y*
-3.38%
10Y*
18.19%

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)

IMPUY vs. SYM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IMPUY
Impala Platinum Holdings Limited ADR
-21.56%236.44%-4.39%-58.79%-4.08%-15.38%
SYM
Symbotic Inc
-30.03%150.95%-53.81%329.90%19.40%-3.38%

Correlation

The correlation between IMPUY and SYM is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.19

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

0.15

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

0.15

Fundamentals

Market Cap

IMPUY:

$10.22B

SYM:

$5.59B

EPS

IMPUY:

-ZAR 10.34

SYM:

$0.09

PS Ratio

IMPUY:

0.05

SYM:

2.00

PB Ratio

IMPUY:

0.11

SYM:

5.44

Total Revenue (TTM)

IMPUY:

ZAR 186.32B

SYM:

$2.52B

Gross Profit (TTM)

IMPUY:

ZAR 14.03B

SYM:

$501.51M

EBITDA (TTM)

IMPUY:

ZAR 28.96B

SYM:

$16.80M

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Return for Risk

IMPUY vs. SYM — Risk / Return Rank

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

IMPUY
IMPUY Risk / Return Rank: 6060
Overall Rank
IMPUY Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
IMPUY Sortino Ratio Rank: 6060
Sortino Ratio Rank
IMPUY Omega Ratio Rank: 5959
Omega Ratio Rank
IMPUY Calmar Ratio Rank: 6060
Calmar Ratio Rank
IMPUY Martin Ratio Rank: 6161
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.

IMPUY vs. SYM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Impala Platinum Holdings Limited ADR (IMPUY) 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.


IMPUYSYMDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

-0.27

Omega ratioGain probability vs. loss probability

1.14

1.17

-0.03

Calmar ratioReturn relative to maximum drawdown

0.73

0.93

-0.19

Martin ratioReturn relative to average drawdown

1.76

1.71

+0.05

IMPUY vs. SYM - Sharpe Ratio Comparison

The current IMPUY Sharpe Ratio is 0.55, which is comparable to the SYM Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of IMPUY 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

IMPUY vs. SYM - Drawdown Comparison

The maximum IMPUY drawdown since its inception was -82.06%, which is greater than SYM's maximum drawdown of -72.46%. Use the drawdown chart below to compare losses from any high point for IMPUY and SYM.


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Drawdown Indicators


IMPUYSYMDifference

Max Drawdown

Largest peak-to-trough decline

-82.06%

-72.46%

-9.60%

Max Drawdown (1Y)

Largest decline over 1 year

-53.35%

-52.76%

-0.59%

Max Drawdown (3Y)

Largest decline over 3 years

-63.00%

-72.46%

+9.46%

Max Drawdown (5Y)

Largest decline over 5 years

-81.49%

-72.46%

-9.03%

Max Drawdown (10Y)

Largest decline over 10 years

-82.06%

Current Drawdown

Current decline from peak

-47.41%

-52.31%

+4.90%

Average Drawdown

Average peak-to-trough decline

-38.52%

-28.11%

-10.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.13%

28.52%

-6.39%

Volatility

IMPUY vs. SYM - Volatility Comparison

Impala Platinum Holdings Limited ADR (IMPUY) has a higher volatility of 23.11% compared to Symbotic Inc (SYM) at 19.63%. This indicates that IMPUY's price experiences larger fluctuations and is considered to be riskier 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


IMPUYSYMDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.11%

19.63%

+3.48%

Volatility (6M)

Calculated over the trailing 6-month period

58.94%

44.76%

+14.18%

Volatility (1Y)

Calculated over the trailing 1-year period

71.21%

90.71%

-19.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

61.46%

104.15%

-42.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.05%

101.53%

-39.48%

Dividends

IMPUY vs. SYM - Dividend Comparison

IMPUY's dividend yield for the trailing twelve months is around 2.96%, while SYM has not paid dividends to shareholders.


PositionTTM202520242023202220212020
IMPUY
Impala Platinum Holdings Limited ADR
2.78%0.60%0.00%6.42%7.65%9.50%2.18%
SYM
Symbotic Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

IMPUY vs. SYM - Financials Comparison

This section allows you to compare key financial metrics between Impala Platinum Holdings Limited ADR 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


0.0020.00B40.00B60.00B80.00B202120222023202420252026
57.89B
676.48M
(IMPUY) Total Revenue
(SYM) Total Revenue
Please note, different currencies. IMPUY values in ZAR, SYM values in USD

IMPUY vs. SYM - Profitability Comparison

The chart below illustrates the profitability comparison between Impala Platinum Holdings Limited ADR 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%40.0%202120222023202420252026
22.1%
22.2%
Portfolio components
IMPUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Impala Platinum Holdings Limited ADR reported a gross profit of 12.80B and revenue of 57.89B. Therefore, the gross margin over that period was 22.1%.

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%.

IMPUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Impala Platinum Holdings Limited ADR reported an operating income of 12.79B and revenue of 57.89B, resulting in an operating margin of 22.1%.

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%.

IMPUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Impala Platinum Holdings Limited ADR reported a net income of 8.87B and revenue of 57.89B, resulting in a net margin of 15.3%.

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


IMPUY and SYM have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IMPUY has higher volatility (23.11%) compared to SYM (19.63%). In terms of maximum drawdown, IMPUY dropped -82.06% vs SYM's -72.46%.

IMPUY currently has the higher Sharpe Ratio (0.55 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.

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