SYM vs. WMT
Compare and contrast key facts about Symbotic Inc (SYM) and Walmart Inc. (WMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SYM or WMT.
Key characteristics
| SYM | WMT | |
|---|---|---|
| YTD Return | -33.14% | 63.30% |
| 1Y Return | 3.47% | 54.11% |
| 3Y Return (Ann) | 51.19% | 21.83% |
| Sharpe Ratio | 0.11 | 2.95 |
| Sortino Ratio | 0.82 | 3.86 |
| Omega Ratio | 1.10 | 1.60 |
| Calmar Ratio | 0.13 | 5.13 |
| Martin Ratio | 0.24 | 15.42 |
| Ulcer Index | 38.69% | 3.60% |
| Daily Std Dev | 86.46% | 18.81% |
| Max Drawdown | -71.89% | -77.42% |
| Current Drawdown | -45.99% | 0.00% |
Fundamentals
| SYM | WMT | |
|---|---|---|
| Market Cap | $20.10B | $683.17B |
| EPS | -$0.20 | $1.94 |
| Total Revenue (TTM) | $1.28B | $504.23B |
| Gross Profit (TTM) | $181.68M | $124.17B |
| EBITDA (TTM) | -$88.84M | $31.49B |
Correlation
The correlation between SYM and WMT is 0.07, 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. WMT - Performance Comparison
In the year-to-date period, SYM achieves a -33.14% return, which is significantly lower than WMT's 63.30% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SYM vs. WMT - Risk-Adjusted Performance 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.
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 0.96%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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. | 0.96% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% |
Drawdowns
SYM vs. WMT - Drawdown Comparison
The maximum SYM drawdown since its inception was -71.89%, smaller than the maximum WMT drawdown of -77.42%. Use the drawdown chart below to compare losses from any high point for SYM and WMT. For additional features, visit the drawdowns tool.
Volatility
SYM vs. WMT - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 15.41% compared to Walmart Inc. (WMT) at 3.99%. 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.
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