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

Performance

SYM vs. AMZN - Performance Comparison

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

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Returns By Period

In the year-to-date period, SYM achieves a -27.65% return, which is significantly lower than AMZN's 17.66% return.


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%

AMZN

1D
15.32%
1M
11.91%
6M
13.49%
YTD
17.66%
1Y
26.46%
3Y*
27.29%
5Y*
10.30%
10Y*
21.72%
ALL TIME*
30.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$13.00B$11.21B$12.30B
$55.50M$60.72M$98.81M

SYM vs. AMZN - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SYM
Symbotic Inc
-27.65%150.95%-53.81%329.90%19.40%-3.38%
AMZN
Amazon.com, Inc
17.66%5.21%44.39%80.88%-49.62%12.95%

Correlation

The correlation between SYM and AMZN is 0.32, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.32

Correlation (3Y)
Balances recent behavior with more history.

0.36

Correlation (5Y)
Shows whether the relationship held over a longer 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

Market Cap

SYM:

$27.63B

AMZN:

$2.92T

EPS

SYM:

$0.08

AMZN:

$12.44

PE Ratio

SYM:

506.98

AMZN:

21.82

PS Ratio

SYM:

2.13

AMZN:

3.81

PB Ratio

SYM:

5.63

AMZN:

5.37

Total Revenue (TTM)

SYM:

$2.52B

AMZN:

$775.68B

Gross Profit (TTM)

SYM:

$501.51M

AMZN:

$393.81B

EBITDA (TTM)

SYM:

$16.80M

AMZN:

$254.00B

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Return for Risk

SYM vs. AMZN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SYM
SYM Risk / Return Rank: 3535
Overall Rank
SYM Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
SYM Sortino Ratio Rank: 3939
Sortino Ratio Rank
SYM Omega Ratio Rank: 3939
Omega Ratio Rank
SYM Calmar Ratio Rank: 3232
Calmar Ratio Rank
SYM Martin Ratio Rank: 3333
Martin Ratio Rank

AMZN
AMZN Risk / Return Rank: 6060
Overall Rank
AMZN Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
AMZN Sortino Ratio Rank: 5858
Sortino Ratio Rank
AMZN Omega Ratio Rank: 5656
Omega Ratio Rank
AMZN Calmar Ratio Rank: 6262
Calmar Ratio Rank
AMZN Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.


SYMAMZNDifference
Sharpe ratioReturn per unit of total volatility

-0.69

Sortino ratioReturn per unit of downside risk

-0.71

Omega ratioGain probability vs. loss probability

1.03

1.11

-0.09

Calmar ratioReturn relative to maximum drawdown

-0.36

0.74

-1.10

Martin ratioReturn relative to average drawdown

-0.59

1.58

-2.17

SYM vs. AMZN - Sharpe Ratio Comparison

The current SYM Sharpe Ratio is -0.24, which is lower than the AMZN Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of SYM and AMZN, 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

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.


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Drawdown Indicators


SYMAMZNDifference

Max Drawdown

Largest peak-to-trough decline

-72.46%

-94.40%

+21.94%

Max Drawdown (1Y)

Largest decline over 1 year

-55.82%

-21.74%

-34.08%

Max Drawdown (3Y)

Largest decline over 3 years

-69.93%

-30.88%

-39.05%

Max Drawdown (5Y)

Largest decline over 5 years

-72.46%

-55.73%

-16.73%

Max Drawdown (10Y)

Largest decline over 10 years

-56.15%

Current Drawdown

Current decline from peak

-50.69%

-1.24%

-49.45%

Average Drawdown

Average peak-to-trough decline

-28.69%

-28.11%

-0.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.15%

10.26%

+23.89%

Volatility

SYM vs. AMZN - Volatility Comparison

Symbotic Inc (SYM) and Amazon.com, Inc (AMZN) have volatilities of 16.51% and 16.52%, 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


SYMAMZNDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.51%

16.52%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

43.11%

26.50%

+16.61%

Volatility (1Y)

Calculated over the trailing 1-year period

86.09%

35.20%

+50.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

104.54%

36.27%

+68.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

100.63%

33.00%

+67.63%

Dividends

SYM vs. AMZN - Dividend Comparison

Neither SYM nor AMZN has paid dividends to shareholders.


Tickers have no history of dividend payments

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.


Quarterly
Annual

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


Values in USD except per share items

SYM vs. AMZN - Profitability Comparison

The chart below illustrates the profitability comparison between Symbotic Inc and Amazon.com, Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

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%.

AMZN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Amazon.com, Inc reported a gross profit of 104.83B and revenue of 200.61B. Therefore, the gross margin over that period was 52.3%.

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%.

AMZN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Amazon.com, Inc reported an operating income of 27.46B and revenue of 200.61B, resulting in an operating margin of 13.7%.

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%.

AMZN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Amazon.com, Inc reported a net income of 62.65B and revenue of 200.61B, resulting in a net margin of 31.2%.


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.

AMZN has higher volatility (16.52%) compared to SYM (16.51%). In terms of maximum drawdown, SYM dropped -72.46% vs AMZN's -94.40%.

AMZN currently has the higher Sharpe Ratio (0.46 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.

Portfolio Optimizer

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.

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