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

Correlation

The correlation between SYM and SMCI is 0.25, 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.


-0.50.00.51.00.3

Performance

SYM vs. SMCI - Performance Comparison

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

0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%JulyAugustSeptemberOctoberNovemberDecember
134.05%
820.45%
SYM
SMCI

Key characteristics

Sharpe Ratio

SYM:

-0.60

SMCI:

0.04

Sortino Ratio

SYM:

-0.53

SMCI:

0.98

Omega Ratio

SYM:

0.93

SMCI:

1.13

Calmar Ratio

SYM:

-0.74

SMCI:

0.05

Martin Ratio

SYM:

-1.33

SMCI:

0.10

Ulcer Index

SYM:

39.96%

SMCI:

44.68%

Daily Std Dev

SYM:

87.76%

SMCI:

119.59%

Max Drawdown

SYM:

-71.89%

SMCI:

-84.84%

Current Drawdown

SYM:

-62.24%

SMCI:

-73.41%

Fundamentals

Market Cap

SYM:

$15.85B

SMCI:

$19.79B

EPS

SYM:

-$0.14

SMCI:

$2.01

Total Revenue (TTM)

SYM:

$1.86B

SMCI:

$12.82B

Gross Profit (TTM)

SYM:

$290.29M

SMCI:

$1.76B

EBITDA (TTM)

SYM:

-$96.40M

SMCI:

$1.13B

Returns By Period

In the year-to-date period, SYM achieves a -53.26% return, which is significantly lower than SMCI's 11.13% return.


SYM

YTD

-53.26%

1M

-33.86%

6M

-26.25%

1Y

-55.73%

5Y*

N/A

10Y*

N/A

SMCI

YTD

11.13%

1M

6.36%

6M

-65.10%

1Y

9.04%

5Y*

67.37%

10Y*

24.19%

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Risk-Adjusted Performance

SYM vs. SMCI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Super Micro Computer, Inc. (SMCI). 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.


Sharpe ratio
The chart of Sharpe ratio for SYM, currently valued at -0.60, compared to the broader market-4.00-2.000.002.00-0.600.04
The chart of Sortino ratio for SYM, currently valued at -0.53, compared to the broader market-4.00-2.000.002.004.00-0.530.98
The chart of Omega ratio for SYM, currently valued at 0.93, compared to the broader market0.501.001.502.000.931.13
The chart of Calmar ratio for SYM, currently valued at -0.74, compared to the broader market0.002.004.006.00-0.740.05
The chart of Martin ratio for SYM, currently valued at -1.33, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.330.10
SYM
SMCI

The current SYM Sharpe Ratio is -0.60, which is lower than the SMCI Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of SYM and SMCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.60
0.04
SYM
SMCI

Dividends

SYM vs. SMCI - Dividend Comparison

Neither SYM nor SMCI has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SYM vs. SMCI - Drawdown Comparison

The maximum SYM drawdown since its inception was -71.89%, smaller than the maximum SMCI drawdown of -84.84%. Use the drawdown chart below to compare losses from any high point for SYM and SMCI. For additional features, visit the drawdowns tool.


-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%JulyAugustSeptemberOctoberNovemberDecember
-62.24%
-73.41%
SYM
SMCI

Volatility

SYM vs. SMCI - Volatility Comparison

Symbotic Inc (SYM) has a higher volatility of 49.15% compared to Super Micro Computer, Inc. (SMCI) at 41.48%. This indicates that SYM's price experiences larger fluctuations and is considered to be riskier than SMCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%JulyAugustSeptemberOctoberNovemberDecember
49.15%
41.48%
SYM
SMCI

Financials

SYM vs. SMCI - Financials Comparison

This section allows you to compare key financial metrics between Symbotic Inc and Super Micro Computer, 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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