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

Correlation

The correlation between PBI and SYM is 0.40, 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.


Performance

PBI vs. SYM - Performance Comparison

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

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Key characteristics

Daily Std Dev

PBI:

50.10%

SYM:

60.73%

Max Drawdown

PBI:

-93.08%

SYM:

-2.14%

Current Drawdown

PBI:

-56.97%

SYM:

0.00%

Fundamentals

Market Cap

PBI:

$1.70B

SYM:

$14.56B

EPS

PBI:

$0.56

SYM:

-$0.14

PEG Ratio

PBI:

0.49

SYM:

3.45

PS Ratio

PBI:

0.84

SYM:

7.60

PB Ratio

PBI:

9.57

SYM:

12.98

Total Revenue (TTM)

PBI:

$2.30B

SYM:

$1.48B

Gross Profit (TTM)

PBI:

$1.26B

SYM:

$211.44M

EBITDA (TTM)

PBI:

$59.78M

SYM:

-$46.58M

Returns By Period


PBI

YTD

28.90%

1M

15.42%

6M

23.97%

1Y

88.80%

5Y*

38.38%

10Y*

-4.16%

SYM

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

PBI vs. SYM — Risk-Adjusted Performance Rank

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

PBI
The Risk-Adjusted Performance Rank of PBI is 9090
Overall Rank
The Sharpe Ratio Rank of PBI is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of PBI is 9292
Sortino Ratio Rank
The Omega Ratio Rank of PBI is 8888
Omega Ratio Rank
The Calmar Ratio Rank of PBI is 8585
Calmar Ratio Rank
The Martin Ratio Rank of PBI is 9292
Martin Ratio Rank

SYM
The Risk-Adjusted Performance Rank of SYM is 2424
Overall Rank
The Sharpe Ratio Rank of SYM is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of SYM is 2929
Sortino Ratio Rank
The Omega Ratio Rank of SYM is 3030
Omega Ratio Rank
The Calmar Ratio Rank of SYM is 1111
Calmar Ratio Rank
The Martin Ratio Rank of SYM is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PBI vs. SYM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pitney Bowes Inc. (PBI) 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.



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Dividends

PBI vs. SYM - Dividend Comparison

PBI's dividend yield for the trailing twelve months is around 2.26%, while SYM has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
PBI
Pitney Bowes Inc.
2.26%2.76%4.55%5.26%3.02%3.25%4.96%12.69%6.71%4.94%3.63%3.08%
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%

Drawdowns

PBI vs. SYM - Drawdown Comparison

The maximum PBI drawdown since its inception was -93.08%, which is greater than SYM's maximum drawdown of -2.14%. Use the drawdown chart below to compare losses from any high point for PBI and SYM. For additional features, visit the drawdowns tool.


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Volatility

PBI vs. SYM - Volatility Comparison


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Financials

PBI vs. SYM - Financials Comparison

This section allows you to compare key financial metrics between Pitney Bowes 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


0.00200.00M400.00M600.00M800.00M1.00B20212022202320242025
493.42M
486.69M
(PBI) Total Revenue
(SYM) Total Revenue
Values in USD except per share items

PBI vs. SYM - Profitability Comparison

The chart below illustrates the profitability comparison between Pitney Bowes Inc. 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

-20.0%0.0%20.0%40.0%60.0%80.0%20212022202320242025
54.5%
16.5%
(PBI) Gross Margin
(SYM) Gross Margin
PBI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Pitney Bowes Inc. reported a gross profit of 269.12M and revenue of 493.42M. Therefore, the gross margin over that period was 54.5%.

SYM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Symbotic Inc reported a gross profit of 80.04M and revenue of 486.69M. Therefore, the gross margin over that period was 16.5%.

PBI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Pitney Bowes Inc. reported an operating income of 96.59M and revenue of 493.42M, resulting in an operating margin of 19.6%.

SYM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Symbotic Inc reported an operating income of -24.63M and revenue of 486.69M, resulting in an operating margin of -5.1%.

PBI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Pitney Bowes Inc. reported a net income of 35.42M and revenue of 493.42M, resulting in a net margin of 7.2%.

SYM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Symbotic Inc reported a net income of -3.48M and revenue of 486.69M, resulting in a net margin of -0.7%.