SYM vs. APLD
SYM (Symbotic Inc) and APLD (Applied Digital Corporation) are both stocks. SYM operates in Specialty Industrial Machinery (Industrials), while APLD operates in Information Technology Services (Technology). Over the past 5 years, SYM returned 33.12%/yr vs 112.30%/yr for APLD. At a 0.24 correlation, their price movements are largely independent.
Performance
SYM vs. APLD - Performance Comparison
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Returns By Period
In the year-to-date period, SYM achieves a -30.03% return, which is significantly lower than APLD's 74.14% return.
SYM
- 1D
- -2.80%
- 1M
- -12.02%
- YTD
- -30.03%
- 6M
- -32.23%
- 1Y
- 48.84%
- 3Y*
- -3.92%
- 5Y*
- 33.12%
- 10Y*
- —
APLD
- 1D
- 2.97%
- 1M
- 0.33%
- YTD
- 74.14%
- 6M
- 53.27%
- 1Y
- 281.93%
- 3Y*
- 69.23%
- 5Y*
- 112.30%
- 10Y*
- 125.13%
SYM vs. APLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -30.03% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
APLD Applied Digital Corporation | 74.14% | 220.94% | 13.35% | 266.30% | -56.09% | 1,995.00% |
Correlation
The correlation between SYM and APLD is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
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 |
Over the past year, SYM and APLD have become more correlated (0.52) than their long-term average of 0.24, meaning their price movements have been converging.
Fundamentals
SYM:
$5.59B
APLD:
$11.60B
SYM:
$0.09
APLD:
-$0.72
SYM:
2.00
APLD:
28.94
SYM:
5.44
APLD:
7.37
SYM:
$2.52B
APLD:
$390.57M
SYM:
$501.51M
APLD:
$124.93M
SYM:
$16.80M
APLD:
-$154.66M
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Return for Risk
SYM vs. APLD — Risk / Return Rank
SYM
APLD
SYM vs. APLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Applied Digital Corporation (APLD). 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 | APLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.73 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 4.83 | -3.90 |
| Martin ratioReturn relative to average drawdown | 1.71 | 11.72 | -10.01 |
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Drawdowns
SYM vs. APLD - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, smaller than the maximum APLD drawdown of -99.73%. Use the drawdown chart below to compare losses from any high point for SYM and APLD.
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Drawdown Indicators
| SYM | APLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -99.73% | +27.27% |
Max Drawdown (1Y)Largest decline over 1 year | -52.76% | -50.31% | -2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -76.66% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -82.61% | +10.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -89.80% | — |
Current DrawdownCurrent decline from peak | -52.31% | -14.00% | -38.31% |
Average DrawdownAverage peak-to-trough decline | -28.11% | -74.86% | +46.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.52% | 21.22% | +7.30% |
Volatility
SYM vs. APLD - Volatility Comparison
The current volatility for Symbotic Inc (SYM) is 19.63%, while Applied Digital Corporation (APLD) has a volatility of 33.15%. This indicates that SYM experiences smaller price fluctuations and is considered to be less risky than APLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SYM | APLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.63% | 33.15% | -13.52% |
Volatility (6M)Calculated over the trailing 6-month period | 44.76% | 80.49% | -35.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 90.71% | 107.13% | -16.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.15% | 165.20% | -61.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.53% | 301.46% | -199.93% |
Dividends
SYM vs. APLD - Dividend Comparison
Neither SYM nor APLD has paid dividends to shareholders.
Financials
SYM vs. APLD - Financials Comparison
This section allows you to compare key financial metrics between Symbotic Inc and Applied Digital Corporation. 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. APLD - 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%.
APLD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported a gross profit of 82.52M and revenue of 161.76M. Therefore, the gross margin over that period was 51.0%.
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%.
APLD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported an operating income of -62.13M and revenue of 161.76M, resulting in an operating margin of -38.4%.
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%.
APLD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported a net income of -104.11M and revenue of 161.76M, resulting in a net margin of -64.4%.
Frequently Asked Questions
SYM and APLD have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APLD has higher volatility (33.15%) compared to SYM (19.63%). In terms of maximum drawdown, SYM dropped -72.46% vs APLD's -99.73%.
APLD currently has the higher Sharpe Ratio (2.27 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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