SYM vs. STRL
SYM (Symbotic Inc) and STRL (Sterling Infrastructure, Inc.) are both stocks. Both are in the Industrials sector — SYM in Specialty Industrial Machinery, STRL in Engineering & Construction. Over the past 5 years, SYM returned 33.12%/yr vs 104.12%/yr for STRL. At a 0.30 correlation, their price movements are largely independent.
Performance
SYM vs. STRL - Performance Comparison
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Returns By Period
In the year-to-date period, SYM achieves a -30.03% return, which is significantly lower than STRL's 180.50% return.
SYM
- 1D
- -2.80%
- 1M
- -16.29%
- YTD
- -30.03%
- 6M
- -32.23%
- 1Y
- 48.63%
- 3Y*
- -3.92%
- 5Y*
- 33.12%
- 10Y*
- —
STRL
- 1D
- 2.44%
- 1M
- 0.55%
- YTD
- 180.50%
- 6M
- 172.57%
- 1Y
- 320.41%
- 3Y*
- 152.83%
- 5Y*
- 104.12%
- 10Y*
- 67.37%
SYM vs. STRL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -30.03% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
STRL Sterling Infrastructure, Inc. | 180.50% | 81.79% | 91.57% | 168.08% | 24.71% | 24.64% |
Correlation
The correlation between SYM and STRL is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.30 |
Fundamentals
SYM:
$5.59B
STRL:
$26.66B
SYM:
$0.09
STRL:
$11.19
SYM:
475.08
STRL:
76.77
SYM:
2.00
STRL:
9.22
SYM:
5.44
STRL:
22.41
SYM:
$2.52B
STRL:
$2.88B
SYM:
$501.51M
STRL:
$664.66M
SYM:
$16.80M
STRL:
$429.99M
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Return for Risk
SYM vs. STRL — Risk / Return Rank
SYM
STRL
SYM vs. STRL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Sterling Infrastructure, Inc. (STRL). 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 | STRL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.38 | ||
| Sortino ratioReturn per unit of downside risk | -2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.54 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 10.41 | -9.48 |
| Martin ratioReturn relative to average drawdown | 1.71 | 28.52 | -26.81 |
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Drawdowns
SYM vs. STRL - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, smaller than the maximum STRL drawdown of -92.51%. Use the drawdown chart below to compare losses from any high point for SYM and STRL.
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Drawdown Indicators
| SYM | STRL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -92.51% | +20.05% |
Max Drawdown (1Y)Largest decline over 1 year | -52.76% | -31.02% | -21.74% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -47.67% | -24.79% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -47.67% | -24.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.60% | — |
Current DrawdownCurrent decline from peak | -52.31% | -13.56% | -38.75% |
Average DrawdownAverage peak-to-trough decline | -28.11% | -46.29% | +18.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.52% | 11.30% | +17.22% |
Volatility
SYM vs. STRL - Volatility Comparison
The current volatility for Symbotic Inc (SYM) is 19.63%, while Sterling Infrastructure, Inc. (STRL) has a volatility of 27.60%. This indicates that SYM experiences smaller price fluctuations and is considered to be less risky than STRL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SYM | STRL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.63% | 27.60% | -7.97% |
Volatility (6M)Calculated over the trailing 6-month period | 44.76% | 65.26% | -20.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 90.71% | 82.41% | +8.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.15% | 57.29% | +46.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.53% | 53.58% | +47.95% |
Dividends
SYM vs. STRL - Dividend Comparison
Neither SYM nor STRL has paid dividends to shareholders.
Financials
SYM vs. STRL - Financials Comparison
This section allows you to compare key financial metrics between Symbotic Inc and Sterling Infrastructure, 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.
Total Revenue: Total amount of money received from sales and other business activities
SYM vs. STRL - 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%.
STRL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sterling Infrastructure, Inc. reported a gross profit of 194.30M and revenue of 825.68M. Therefore, the gross margin over that period was 23.5%.
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%.
STRL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sterling Infrastructure, Inc. reported an operating income of 2.36M and revenue of 825.68M, resulting in an operating margin of 0.3%.
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%.
STRL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sterling Infrastructure, Inc. reported a net income of 95.97M and revenue of 825.68M, resulting in a net margin of 11.6%.
Frequently Asked Questions
SYM and STRL have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRL has higher volatility (27.60%) compared to SYM (19.63%). In terms of maximum drawdown, SYM dropped -72.46% vs STRL's -92.51%.
STRL currently has the higher Sharpe Ratio (3.92 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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