SYM vs. WMT
SYM (Symbotic Inc) and WMT (Walmart Inc.) are both stocks. SYM operates in Specialty Industrial Machinery (Industrials), while WMT operates in Discount Stores (Consumer Defensive). Over the past 5 years, SYM returned 36.57%/yr vs 21.56%/yr for WMT. At a 0.06 correlation, their price movements are largely independent.
Performance
SYM vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, SYM achieves a -20.32% return, which is significantly lower than WMT's 6.10% return.
SYM
- 1D
- 0.42%
- 1M
- -18.37%
- YTD
- -20.32%
- 6M
- -21.61%
- 1Y
- 59.52%
- 3Y*
- 11.32%
- 5Y*
- 36.57%
- 10Y*
- —
WMT
- 1D
- 0.73%
- 1M
- -9.81%
- YTD
- 6.10%
- 6M
- 3.14%
- 1Y
- 19.50%
- 3Y*
- 34.55%
- 5Y*
- 21.56%
- 10Y*
- 19.42%
SYM vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -20.32% | 150.95% | -53.81% | 329.90% | 19.40% | -2.44% |
WMT Walmart Inc. | 6.10% | 24.49% | 73.99% | 12.88% | -0.46% | 14.04% |
Correlation
The correlation between SYM and WMT is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Mar 10, 2021 | 0.06 |
The correlation between SYM and WMT shifts across timeframes, from -0.05 (1 year) to 0.06 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SYM:
$6.37B
WMT:
$941.80B
SYM:
$0.09
WMT:
$2.88
SYM:
541.04
WMT:
40.90
SYM:
2.28
WMT:
1.30
SYM:
6.20
WMT:
9.98
SYM:
$2.52B
WMT:
$725.31B
SYM:
$501.51M
WMT:
$181.16B
SYM:
$16.80M
WMT:
$44.32B
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Return for Risk
SYM vs. WMT — Risk / Return Rank
SYM
WMT
SYM vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Walmart Inc. (WMT). 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.
| SYM | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.24 | +0.03 |
| Martin ratioReturn relative to average drawdown | 2.18 | 4.17 | -1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SYM | WMT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.83 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 1.00 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.64 | -0.30 |
Drawdowns
SYM vs. WMT - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for SYM and WMT.
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Drawdown Indicators
| SYM | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -77.14% | +4.68% |
Max Drawdown (1Y)Largest decline over 1 year | -46.82% | -15.75% | -31.07% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -21.93% | -50.53% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -25.74% | -46.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.74% | — |
Current DrawdownCurrent decline from peak | -45.69% | -12.27% | -33.42% |
Average DrawdownAverage peak-to-trough decline | -28.03% | -14.63% | -13.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.42% | 4.74% | +22.68% |
Volatility
SYM vs. WMT - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 20.98% compared to Walmart Inc. (WMT) at 10.09%. This indicates that SYM's price experiences larger fluctuations and is considered to be riskier than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SYM | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.98% | 10.09% | +10.89% |
Volatility (6M)Calculated over the trailing 6-month period | 48.68% | 18.63% | +30.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 90.43% | 23.71% | +66.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.08% | 21.68% | +82.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.70% | 21.72% | +79.98% |
Dividends
SYM vs. WMT - Dividend Comparison
SYM has not paid dividends to shareholders, while WMT's dividend yield for the trailing twelve months is around 0.82%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WMT Walmart Inc. | 0.82% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
SYM vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Symbotic Inc and Walmart 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. WMT - 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%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a gross profit of 44.69B and revenue of 177.75B. Therefore, the gross margin over that period was 25.1%.
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%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
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%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a net income of 5.65B and revenue of 177.75B, resulting in a net margin of 3.2%.
Frequently Asked Questions
SYM and WMT have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYM has higher volatility (20.98%) compared to WMT (10.09%). In terms of maximum drawdown, SYM dropped -72.46% vs WMT's -77.14%.
WMT currently has the higher Sharpe Ratio (0.83 vs 0.66), 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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