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

Correlation

The correlation between SYM and SMCI is 0.27, 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.


-0.50.00.51.0
Correlation: 0.3

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%NovemberDecember2025FebruaryMarchApril
77.95%
841.72%
SYM
SMCI

Key characteristics

Sharpe Ratio

SYM:

-0.65

SMCI:

-0.60

Sortino Ratio

SYM:

-0.67

SMCI:

-0.61

Omega Ratio

SYM:

0.91

SMCI:

0.92

Calmar Ratio

SYM:

-0.82

SMCI:

-0.80

Martin Ratio

SYM:

-1.45

SMCI:

-1.33

Ulcer Index

SYM:

40.70%

SMCI:

51.18%

Daily Std Dev

SYM:

91.20%

SMCI:

113.59%

Max Drawdown

SYM:

-71.89%

SMCI:

-84.84%

Current Drawdown

SYM:

-71.29%

SMCI:

-72.80%

Fundamentals

Market Cap

SYM:

$10.73B

SMCI:

$19.18B

EPS

SYM:

-$0.14

SMCI:

$2.30

PEG Ratio

SYM:

2.53

SMCI:

0.76

Total Revenue (TTM)

SYM:

$1.48B

SMCI:

$16.97B

Gross Profit (TTM)

SYM:

$211.44M

SMCI:

$1.99B

EBITDA (TTM)

SYM:

-$54.23M

SMCI:

$710.72M

Returns By Period

In the year-to-date period, SYM achieves a -23.07% return, which is significantly lower than SMCI's 6.04% return.


SYM

YTD

-23.07%

1M

-16.60%

6M

-20.90%

1Y

-59.13%

5Y*

N/A

10Y*

N/A

SMCI

YTD

6.04%

1M

-17.42%

6M

-22.21%

1Y

-68.18%

5Y*

74.45%

10Y*

25.43%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

SYM vs. SMCI — 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 1717
Overall Rank
The Sharpe Ratio Rank of SYM is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of SYM is 2323
Sortino Ratio Rank
The Omega Ratio Rank of SYM is 2323
Omega Ratio Rank
The Calmar Ratio Rank of SYM is 77
Calmar Ratio Rank
The Martin Ratio Rank of SYM is 1414
Martin Ratio Rank

SMCI
The Risk-Adjusted Performance Rank of SMCI is 1818
Overall Rank
The Sharpe Ratio Rank of SMCI is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of SMCI is 2222
Sortino Ratio Rank
The Omega Ratio Rank of SMCI is 2323
Omega Ratio Rank
The Calmar Ratio Rank of SMCI is 66
Calmar Ratio Rank
The Martin Ratio Rank of SMCI is 1616
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. 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 -0.65, compared to the broader market-2.00-1.000.001.002.003.00
SYM: -0.65
SMCI: -0.60
The chart of Sortino ratio for SYM, currently valued at -0.67, compared to the broader market-6.00-4.00-2.000.002.004.00
SYM: -0.67
SMCI: -0.61
The chart of Omega ratio for SYM, currently valued at 0.91, compared to the broader market0.501.001.502.00
SYM: 0.91
SMCI: 0.92
The chart of Calmar ratio for SYM, currently valued at -0.82, compared to the broader market0.001.002.003.004.005.00
SYM: -0.82
SMCI: -0.80
The chart of Martin ratio for SYM, currently valued at -1.45, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
SYM: -1.45
SMCI: -1.33

The current SYM Sharpe Ratio is -0.65, which is comparable to the SMCI Sharpe Ratio of -0.60. 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-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.65
-0.60
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%NovemberDecember2025FebruaryMarchApril
-71.29%
-72.80%
SYM
SMCI

Volatility

SYM vs. SMCI - Volatility Comparison

Symbotic Inc (SYM) and Super Micro Computer, Inc. (SMCI) have volatilities of 27.42% and 26.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


20.00%30.00%40.00%50.00%60.00%70.00%NovemberDecember2025FebruaryMarchApril
27.42%
26.79%
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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