SYM vs. BE
SYM (Symbotic Inc) and BE (Bloom Energy Corporation) are both stocks. Both are in the Industrials sector — SYM in Specialty Industrial Machinery, BE in Electrical Equipment & Parts. Over the past 5 years, SYM returned 34.75%/yr vs 58.49%/yr for BE. At a 0.29 correlation, their price movements are largely independent.
Performance
SYM vs. BE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SYM achieves a -25.50% return, which is significantly lower than BE's 191.83% return.
SYM
- 1D
- 0.70%
- 1M
- -15.22%
- YTD
- -25.50%
- 6M
- -26.70%
- 1Y
- 48.71%
- 3Y*
- 0.95%
- 5Y*
- 34.75%
- 10Y*
- —
BE
- 1D
- -3.81%
- 1M
- -2.86%
- YTD
- 191.83%
- 6M
- 126.83%
- 1Y
- 1,064.23%
- 3Y*
- 155.85%
- 5Y*
- 58.49%
- 10Y*
- —
SYM vs. BE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -25.50% | 150.95% | -53.81% | 329.90% | 19.40% | -2.44% |
BE Bloom Energy Corporation | 191.83% | 291.22% | 50.07% | -22.59% | -12.81% | -19.32% |
Correlation
The correlation between SYM and BE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Mar 10, 2021 | 0.29 |
Fundamentals
SYM:
$5.96B
BE:
$81.07B
SYM:
$0.09
BE:
$0.02
SYM:
505.89
BE:
11.04K
SYM:
2.13
BE:
27.20
SYM:
5.80
BE:
87.98
SYM:
$2.52B
BE:
$2.45B
SYM:
$501.51M
BE:
$761.91M
SYM:
$16.80M
BE:
$88.83M
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. BE — Risk / Return Rank
SYM
BE
SYM vs. BE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Bloom Energy Corporation (BE). 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.
| SYM | BE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -9.52 | ||
| Sortino ratioReturn per unit of downside risk | -3.51 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.62 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | 23.42 | -22.43 |
| Martin ratioReturn relative to average drawdown | 1.76 | 73.60 | -71.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SYM | BE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 10.06 | -9.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.69 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.36 | -0.04 |
Drawdowns
SYM vs. BE - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, smaller than the maximum BE drawdown of -92.54%. Use the drawdown chart below to compare losses from any high point for SYM and BE.
Loading charts...
Drawdown Indicators
| SYM | BE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -92.54% | +20.08% |
Max Drawdown (1Y)Largest decline over 1 year | -49.58% | -45.94% | -3.64% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -53.42% | -19.04% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -75.87% | +3.41% |
Current DrawdownCurrent decline from peak | -49.22% | -17.64% | -31.58% |
Average DrawdownAverage peak-to-trough decline | -28.06% | -52.00% | +23.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.77% | 14.59% | +13.18% |
Volatility
SYM vs. BE - Volatility Comparison
The current volatility for Symbotic Inc (SYM) is 19.84%, while Bloom Energy Corporation (BE) has a volatility of 26.19%. This indicates that SYM experiences smaller price fluctuations and is considered to be less risky than BE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SYM | BE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.84% | 26.19% | -6.35% |
Volatility (6M)Calculated over the trailing 6-month period | 44.48% | 75.40% | -30.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 90.89% | 107.17% | -16.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.14% | 85.83% | +18.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.67% | 94.94% | +6.73% |
Dividends
SYM vs. BE - Dividend Comparison
Neither SYM nor BE has paid dividends to shareholders.
Financials
SYM vs. BE - Financials Comparison
This section allows you to compare key financial metrics between Symbotic Inc and Bloom Energy 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. BE - 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%.
BE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bloom Energy Corporation reported a gross profit of 225.54M and revenue of 751.05M. Therefore, the gross margin over that period was 30.0%.
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%.
BE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bloom Energy Corporation reported an operating income of 72.19M and revenue of 751.05M, resulting in an operating margin of 9.6%.
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%.
BE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bloom Energy Corporation reported a net income of 70.65M and revenue of 751.05M, resulting in a net margin of 9.4%.
Frequently Asked Questions
SYM and BE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BE has higher volatility (26.19%) compared to SYM (19.84%). In terms of maximum drawdown, SYM dropped -72.46% vs BE's -92.54%.
BE currently has the higher Sharpe Ratio (10.06 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.
Find the right allocation for SYM and BE
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