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KD vs. SYM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between KD and SYM is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

KD vs. SYM - Performance Comparison

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

0.00%100.00%200.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
-15.31%
142.32%
KD
SYM

Key characteristics

Sharpe Ratio

KD:

1.62

SYM:

-0.60

Sortino Ratio

KD:

2.87

SYM:

-0.53

Omega Ratio

KD:

1.38

SYM:

0.93

Calmar Ratio

KD:

1.41

SYM:

-0.74

Martin Ratio

KD:

7.51

SYM:

-1.33

Ulcer Index

KD:

9.90%

SYM:

39.96%

Daily Std Dev

KD:

46.01%

SYM:

87.76%

Max Drawdown

KD:

-79.80%

SYM:

-71.89%

Current Drawdown

KD:

-15.31%

SYM:

-62.24%

Fundamentals

Market Cap

KD:

$8.22B

SYM:

$15.85B

EPS

KD:

-$0.38

SYM:

-$0.14

Total Revenue (TTM)

KD:

$15.30B

SYM:

$1.86B

Gross Profit (TTM)

KD:

$3.02B

SYM:

$290.29M

EBITDA (TTM)

KD:

$1.20B

SYM:

-$96.40M

Returns By Period

In the year-to-date period, KD achieves a 66.07% return, which is significantly higher than SYM's -53.26% return.


KD

YTD

66.07%

1M

20.96%

6M

35.23%

1Y

71.44%

5Y*

N/A

10Y*

N/A

SYM

YTD

-53.26%

1M

-33.86%

6M

-26.25%

1Y

-55.73%

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

KD vs. SYM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kyndryl Holdings, Inc. (KD) 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.


Sharpe ratio
The chart of Sharpe ratio for KD, currently valued at 1.62, compared to the broader market-4.00-2.000.002.001.62-0.60
The chart of Sortino ratio for KD, currently valued at 2.87, compared to the broader market-4.00-2.000.002.004.002.87-0.53
The chart of Omega ratio for KD, currently valued at 1.38, compared to the broader market0.501.001.502.001.380.93
The chart of Calmar ratio for KD, currently valued at 1.41, compared to the broader market0.002.004.006.001.41-0.74
The chart of Martin ratio for KD, currently valued at 7.51, compared to the broader market-5.000.005.0010.0015.0020.0025.007.51-1.33
KD
SYM

The current KD Sharpe Ratio is 1.62, which is higher than the SYM Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of KD and SYM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.62
-0.60
KD
SYM

Dividends

KD vs. SYM - Dividend Comparison

Neither KD nor SYM has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

KD vs. SYM - Drawdown Comparison

The maximum KD drawdown since its inception was -79.80%, which is greater than SYM's maximum drawdown of -71.89%. Use the drawdown chart below to compare losses from any high point for KD and SYM. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-15.31%
-62.24%
KD
SYM

Volatility

KD vs. SYM - Volatility Comparison

The current volatility for Kyndryl Holdings, Inc. (KD) is 14.46%, while Symbotic Inc (SYM) has a volatility of 49.15%. This indicates that KD 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.


10.00%20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
14.46%
49.15%
KD
SYM

Financials

KD vs. SYM - Financials Comparison

This section allows you to compare key financial metrics between Kyndryl Holdings, 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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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