SYM vs. MSFT
SYM (Symbotic Inc) and MSFT (Microsoft Corporation) are both stocks. SYM operates in Specialty Industrial Machinery (Industrials), while MSFT operates in Software - Infrastructure (Technology). Over the past 5 years, SYM returned 32.21%/yr vs 7.61%/yr for MSFT. At a 0.19 correlation, their price movements are largely independent.
Performance
SYM vs. MSFT - Performance Comparison
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Returns By Period
In the year-to-date period, SYM achieves a -32.44% return, which is significantly lower than MSFT's -23.71% return.
SYM
- 1D
- -3.55%
- 1M
- -25.60%
- YTD
- -32.44%
- 6M
- -32.22%
- 1Y
- 18.24%
- 3Y*
- 0.58%
- 5Y*
- 32.21%
- 10Y*
- —
MSFT
- 1D
- -3.18%
- 1M
- -12.24%
- YTD
- -23.71%
- 6M
- -23.91%
- 1Y
- -22.44%
- 3Y*
- 3.92%
- 5Y*
- 7.61%
- 10Y*
- 23.62%
SYM vs. MSFT - 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% |
MSFT Microsoft Corporation | -23.71% | 15.58% | 12.93% | 58.19% | -28.02% | 48.80% |
Correlation
The correlation between SYM and MSFT is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.19 |
Fundamentals
SYM:
$5.40B
MSFT:
$2.73T
SYM:
$0.09
MSFT:
$16.79
SYM:
458.76
MSFT:
21.88
SYM:
1.93
MSFT:
8.61
SYM:
5.26
MSFT:
6.60
SYM:
$2.52B
MSFT:
$318.27B
SYM:
$501.51M
MSFT:
$217.41B
SYM:
$16.80M
MSFT:
$200.96B
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Return for Risk
SYM vs. MSFT — Risk / Return Rank
SYM
MSFT
SYM vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Microsoft Corporation (MSFT). 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 | MSFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.86 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | -0.66 | +1.00 |
| Martin ratioReturn relative to average drawdown | 0.62 | -1.32 | +1.94 |
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Drawdowns
SYM vs. MSFT - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, roughly equal to the maximum MSFT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for SYM and MSFT.
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Drawdown Indicators
| SYM | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -69.38% | -3.08% |
Max Drawdown (1Y)Largest decline over 1 year | -53.99% | -33.91% | -20.08% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -33.91% | -38.55% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -37.15% | -35.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.15% | — |
Current DrawdownCurrent decline from peak | -53.95% | -31.80% | -22.15% |
Average DrawdownAverage peak-to-trough decline | -28.21% | -21.79% | -6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.47% | 16.97% | +12.50% |
Volatility
SYM vs. MSFT - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 18.04% compared to Microsoft Corporation (MSFT) at 11.08%. This indicates that SYM's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SYM | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.04% | 11.08% | +6.96% |
Volatility (6M)Calculated over the trailing 6-month period | 42.87% | 22.93% | +19.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 88.25% | 26.01% | +62.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.26% | 26.78% | +77.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.37% | 27.11% | +74.26% |
Dividends
SYM vs. MSFT - Dividend Comparison
SYM has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.97%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.97% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
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. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Symbotic Inc and Microsoft 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. MSFT - 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%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a gross profit of 56.06B and revenue of 82.89B. Therefore, the gross margin over that period was 67.6%.
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%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported an operating income of 38.40B and revenue of 82.89B, resulting in an operating margin of 46.3%.
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%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a net income of 31.78B and revenue of 82.89B, resulting in a net margin of 38.3%.
Frequently Asked Questions
SYM and MSFT have a correlation of 0.19, 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 MSFT (11.08%). In terms of maximum drawdown, SYM dropped -72.46% vs MSFT's -69.38%.
SYM currently has the higher Sharpe Ratio (0.21 vs -0.87), 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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