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

Performance

SYM vs. HBM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Symbotic Inc (SYM) and Hudbay Minerals Inc. (HBM). 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 -30.03% return, which is significantly lower than HBM's 40.23% return.


SYM

1D
-2.80%
1M
-16.29%
YTD
-30.03%
6M
-32.23%
1Y
48.63%
3Y*
-3.92%
5Y*
33.12%
10Y*

HBM

1D
4.43%
1M
0.32%
YTD
40.23%
6M
49.02%
1Y
189.83%
3Y*
78.89%
5Y*
31.42%
10Y*
19.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SYM vs. HBM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SYM
Symbotic Inc
-30.03%150.95%-53.81%329.90%19.40%-3.38%
HBM
Hudbay Minerals Inc.
40.23%145.46%47.03%9.24%-29.87%5.98%

Correlation

The correlation between SYM and HBM is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Mar 9, 2021

0.23

Fundamentals

Market Cap

SYM:

$5.59B

HBM:

$11.09B

EPS

SYM:

$0.09

HBM:

$1.65

PE Ratio

SYM:

475.08

HBM:

16.83

PS Ratio

SYM:

2.00

HBM:

4.68

PB Ratio

SYM:

5.44

HBM:

3.13

Total Revenue (TTM)

SYM:

$2.52B

HBM:

$2.37B

Gross Profit (TTM)

SYM:

$501.51M

HBM:

$828.54M

EBITDA (TTM)

SYM:

$16.80M

HBM:

$1.54B

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Return for Risk

SYM vs. HBM — Risk / Return Rank

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

SYM
SYM Risk / Return Rank: 6363
Overall Rank
SYM Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
SYM Sortino Ratio Rank: 6666
Sortino Ratio Rank
SYM Omega Ratio Rank: 6464
Omega Ratio Rank
SYM Calmar Ratio Rank: 6262
Calmar Ratio Rank
SYM Martin Ratio Rank: 6060
Martin Ratio Rank

HBM
HBM Risk / Return Rank: 9393
Overall Rank
HBM Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
HBM Sortino Ratio Rank: 9292
Sortino Ratio Rank
HBM Omega Ratio Rank: 9191
Omega Ratio Rank
HBM Calmar Ratio Rank: 9393
Calmar Ratio Rank
HBM Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SYM vs. HBM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Hudbay Minerals Inc. (HBM). 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.


SYMHBMDifference
Sharpe ratioReturn per unit of total volatility

-2.69

Sortino ratioReturn per unit of downside risk

-1.83

Omega ratioGain probability vs. loss probability

1.17

1.44

-0.26

Calmar ratioReturn relative to maximum drawdown

0.93

5.28

-4.36

Martin ratioReturn relative to average drawdown

1.71

16.41

-14.70

SYM vs. HBM - Sharpe Ratio Comparison

The current SYM Sharpe Ratio is 0.54, which is lower than the HBM Sharpe Ratio of 3.23. The chart below compares the historical Sharpe Ratios of SYM and HBM, 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. HBM - Drawdown Comparison

The maximum SYM drawdown since its inception was -72.46%, smaller than the maximum HBM drawdown of -92.21%. Use the drawdown chart below to compare losses from any high point for SYM and HBM.


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Drawdown Indicators


SYMHBMDifference

Max Drawdown

Largest peak-to-trough decline

-72.46%

-92.21%

+19.75%

Max Drawdown (1Y)

Largest decline over 1 year

-52.76%

-36.16%

-16.60%

Max Drawdown (3Y)

Largest decline over 3 years

-72.46%

-41.11%

-31.35%

Max Drawdown (5Y)

Largest decline over 5 years

-72.46%

-63.33%

-9.13%

Max Drawdown (10Y)

Largest decline over 10 years

-86.34%

Current Drawdown

Current decline from peak

-52.31%

-12.68%

-39.63%

Average Drawdown

Average peak-to-trough decline

-28.11%

-52.45%

+24.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.52%

11.62%

+16.90%

Volatility

SYM vs. HBM - Volatility Comparison

The current volatility for Symbotic Inc (SYM) is 19.63%, while Hudbay Minerals Inc. (HBM) has a volatility of 25.87%. This indicates that SYM experiences smaller price fluctuations and is considered to be less risky than HBM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SYMHBMDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.63%

25.87%

-6.24%

Volatility (6M)

Calculated over the trailing 6-month period

44.76%

47.72%

-2.96%

Volatility (1Y)

Calculated over the trailing 1-year period

90.71%

59.13%

+31.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

104.15%

55.51%

+48.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

101.53%

58.82%

+42.71%

Dividends

SYM vs. HBM - Dividend Comparison

SYM has not paid dividends to shareholders, while HBM's dividend yield for the trailing twelve months is around 0.08%.


PositionTTM20252024202320222021202020192018201720162015
HBM
Hudbay Minerals Inc.
0.08%0.07%0.17%0.31%0.32%0.22%0.21%0.36%0.38%0.23%0.35%0.52%
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%

Financials

SYM vs. HBM - Financials Comparison

This section allows you to compare key financial metrics between Symbotic Inc and Hudbay Minerals 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


0.00200.00M400.00M600.00M800.00M20222023202420252026
676.48M
745.43M
(SYM) Total Revenue
(HBM) Total Revenue
Values in USD except per share items

SYM vs. HBM - Profitability Comparison

The chart below illustrates the profitability comparison between Symbotic Inc and Hudbay Minerals 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%20222023202420252026
22.2%
45.7%
Portfolio components
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%.

HBM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported a gross profit of 340.81M and revenue of 745.43M. Therefore, the gross margin over that period was 45.7%.

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%.

HBM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported an operating income of 297.62M and revenue of 745.43M, resulting in an operating margin of 39.9%.

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%.

HBM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported a net income of 187.76M and revenue of 745.43M, resulting in a net margin of 25.2%.


Frequently Asked Questions


SYM and HBM have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HBM has higher volatility (25.87%) compared to SYM (19.63%). In terms of maximum drawdown, SYM dropped -72.46% vs HBM's -92.21%.

HBM currently has the higher Sharpe Ratio (3.23 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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