SYM vs. AMZN
SYM (Symbotic Inc) and AMZN (Amazon.com, Inc) are both stocks. SYM operates in Specialty Industrial Machinery (Industrials), while AMZN operates in Internet Retail (Consumer Cyclical). Over the past 5 years, SYM returned 32.21%/yr vs 5.85%/yr for AMZN. At a 0.24 correlation, their price movements are largely independent.
Performance
SYM vs. AMZN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SYM achieves a -32.44% return, which is significantly lower than AMZN's 0.85% return.
SYM
- 1D
- -3.55%
- 1M
- -25.60%
- YTD
- -32.44%
- 6M
- -32.22%
- 1Y
- 18.24%
- 3Y*
- 0.58%
- 5Y*
- 32.21%
- 10Y*
- —
AMZN
- 1D
- -4.75%
- 1M
- -12.59%
- YTD
- 0.85%
- 6M
- 1.91%
- 1Y
- 11.02%
- 3Y*
- 21.64%
- 5Y*
- 5.85%
- 10Y*
- 20.88%
SYM vs. AMZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -32.44% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
AMZN Amazon.com, Inc | 0.85% | 5.21% | 44.39% | 80.88% | -49.62% | 12.95% |
Correlation
The correlation between SYM and AMZN is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.24 |
The correlation between SYM and AMZN shifts across timeframes, from 0.24 (all time) to 0.36 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
SYM:
$5.40B
AMZN:
$2.53T
SYM:
$0.09
AMZN:
$8.37
SYM:
458.76
AMZN:
27.81
SYM:
1.93
AMZN:
3.40
SYM:
5.26
AMZN:
5.73
SYM:
$2.52B
AMZN:
$742.78B
SYM:
$501.51M
AMZN:
$348.59B
SYM:
$16.80M
AMZN:
$152.71B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SYM vs. AMZN — Risk / Return Rank
SYM
AMZN
SYM vs. AMZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Amazon.com, Inc (AMZN). 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.
| SYM | AMZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.09 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.51 | -0.17 |
| Martin ratioReturn relative to average drawdown | 0.62 | 1.18 | -0.56 |
Loading charts...
Drawdowns
SYM vs. AMZN - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, smaller than the maximum AMZN drawdown of -94.40%. Use the drawdown chart below to compare losses from any high point for SYM and AMZN.
Loading charts...
Drawdown Indicators
| SYM | AMZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -94.40% | +21.94% |
Max Drawdown (1Y)Largest decline over 1 year | -53.99% | -21.74% | -32.25% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -30.88% | -41.58% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -56.15% | -16.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.15% | — |
Current DrawdownCurrent decline from peak | -53.95% | -15.35% | -38.60% |
Average DrawdownAverage peak-to-trough decline | -28.21% | -28.18% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.47% | 9.37% | +20.10% |
Volatility
SYM vs. AMZN - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 18.04% compared to Amazon.com, Inc (AMZN) at 10.30%. This indicates that SYM's price experiences larger fluctuations and is considered to be riskier than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SYM | AMZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.04% | 10.30% | +7.74% |
Volatility (6M)Calculated over the trailing 6-month period | 42.87% | 21.84% | +21.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 88.25% | 30.95% | +57.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.26% | 35.68% | +68.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.37% | 32.57% | +68.80% |
Dividends
SYM vs. AMZN - Dividend Comparison
Neither SYM nor AMZN has paid dividends to shareholders.
Financials
SYM vs. AMZN - Financials Comparison
This section allows you to compare key financial metrics between Symbotic Inc and Amazon.com, 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
SYM vs. AMZN - Profitability Comparison
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%.
AMZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported a gross profit of 66.77B and revenue of 181.52B. Therefore, the gross margin over that period was 36.8%.
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%.
AMZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported an operating income of 23.85B and revenue of 181.52B, resulting in an operating margin of 13.1%.
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%.
AMZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported a net income of 30.26B and revenue of 181.52B, resulting in a net margin of 16.7%.
Frequently Asked Questions
SYM and AMZN have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYM has higher volatility (18.04%) compared to AMZN (10.30%). In terms of maximum drawdown, SYM dropped -72.46% vs AMZN's -94.40%.
AMZN currently has the higher Sharpe Ratio (0.36 vs 0.21), 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.
Find the right allocation for SYM and AMZN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer