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SYM vs. PATH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SYM and PATH is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

SYM vs. PATH - Performance Comparison

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

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Key characteristics

Sharpe Ratio

SYM:

-0.46

PATH:

-0.64

Sortino Ratio

SYM:

-0.02

PATH:

-0.49

Omega Ratio

SYM:

1.00

PATH:

0.92

Calmar Ratio

SYM:

-0.51

PATH:

-0.38

Martin Ratio

SYM:

-0.86

PATH:

-0.87

Ulcer Index

SYM:

42.80%

PATH:

39.20%

Daily Std Dev

SYM:

92.89%

PATH:

57.66%

Max Drawdown

SYM:

-72.46%

PATH:

-88.50%

Current Drawdown

SYM:

-57.60%

PATH:

-84.65%

Fundamentals

Market Cap

SYM:

$16.47B

PATH:

$7.07B

EPS

SYM:

-$0.08

PATH:

-$0.13

PEG Ratio

SYM:

4.67

PATH:

0.69

PS Ratio

SYM:

7.95

PATH:

4.94

PB Ratio

SYM:

14.68

PATH:

3.95

Total Revenue (TTM)

SYM:

$2.03B

PATH:

$1.09B

Gross Profit (TTM)

SYM:

$319.26M

PATH:

$902.94M

EBITDA (TTM)

SYM:

-$78.64M

PATH:

-$103.99M

Returns By Period

In the year-to-date period, SYM achieves a 13.62% return, which is significantly higher than PATH's 2.83% return.


SYM

YTD

13.62%

1M

29.77%

6M

-9.99%

1Y

-42.29%

5Y*

N/A

10Y*

N/A

PATH

YTD

2.83%

1M

23.53%

6M

3.40%

1Y

-36.98%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

SYM vs. PATH — Risk-Adjusted Performance Rank

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

SYM
The Risk-Adjusted Performance Rank of SYM is 2828
Overall Rank
The Sharpe Ratio Rank of SYM is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of SYM is 3535
Sortino Ratio Rank
The Omega Ratio Rank of SYM is 3434
Omega Ratio Rank
The Calmar Ratio Rank of SYM is 1818
Calmar Ratio Rank
The Martin Ratio Rank of SYM is 3030
Martin Ratio Rank

PATH
The Risk-Adjusted Performance Rank of PATH is 2222
Overall Rank
The Sharpe Ratio Rank of PATH is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of PATH is 2222
Sortino Ratio Rank
The Omega Ratio Rank of PATH is 2020
Omega Ratio Rank
The Calmar Ratio Rank of PATH is 2525
Calmar Ratio Rank
The Martin Ratio Rank of PATH is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SYM vs. PATH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and UiPath Inc. (PATH). 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.


The current SYM Sharpe Ratio is -0.46, which is comparable to the PATH Sharpe Ratio of -0.64. The chart below compares the historical Sharpe Ratios of SYM and PATH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

SYM vs. PATH - Dividend Comparison

Neither SYM nor PATH has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SYM vs. PATH - Drawdown Comparison

The maximum SYM drawdown since its inception was -72.46%, smaller than the maximum PATH drawdown of -88.50%. Use the drawdown chart below to compare losses from any high point for SYM and PATH. For additional features, visit the drawdowns tool.


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Volatility

SYM vs. PATH - Volatility Comparison

Symbotic Inc (SYM) has a higher volatility of 14.16% compared to UiPath Inc. (PATH) at 8.97%. This indicates that SYM's price experiences larger fluctuations and is considered to be riskier than PATH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

SYM vs. PATH - Financials Comparison

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


0.00100.00M200.00M300.00M400.00M500.00MOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
549.65M
423.65M
(SYM) Total Revenue
(PATH) Total Revenue
Values in USD except per share items

SYM vs. PATH - Profitability Comparison

The chart below illustrates the profitability comparison between Symbotic Inc and UiPath 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%80.0%100.0%October2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
19.6%
84.8%
(SYM) Gross Margin
(PATH) Gross Margin
SYM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Symbotic Inc reported a gross profit of 107.83M and revenue of 549.65M. Therefore, the gross margin over that period was 19.6%.

PATH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UiPath Inc. reported a gross profit of 359.11M and revenue of 423.65M. Therefore, the gross margin over that period was 84.8%.

SYM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Symbotic Inc reported an operating income of -32.06M and revenue of 549.65M, resulting in an operating margin of -5.8%.

PATH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UiPath Inc. reported an operating income of 33.61M and revenue of 423.65M, resulting in an operating margin of 7.9%.

SYM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Symbotic Inc reported a net income of -3.93M and revenue of 549.65M, resulting in a net margin of -0.7%.

PATH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UiPath Inc. reported a net income of 51.79M and revenue of 423.65M, resulting in a net margin of 12.2%.