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.
Correlation
The correlation between SYM and WMT is 0.39, 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
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Key characteristics
SYM:
-0.46
WMT:
2.54
SYM:
-0.02
WMT:
3.31
SYM:
1.00
WMT:
1.46
SYM:
-0.51
WMT:
2.79
SYM:
-0.86
WMT:
9.23
SYM:
42.80%
WMT:
6.63%
SYM:
92.89%
WMT:
24.91%
SYM:
-72.46%
WMT:
-77.24%
SYM:
-57.60%
WMT:
-7.81%
Fundamentals
SYM:
$16.47B
WMT:
$774.73B
SYM:
-$0.08
WMT:
$2.43
SYM:
4.67
WMT:
3.81
SYM:
7.95
WMT:
1.14
SYM:
14.68
WMT:
8.43
SYM:
$2.03B
WMT:
$519.48B
SYM:
$319.26M
WMT:
$129.16B
SYM:
-$78.64M
WMT:
$28.91B
Returns By Period
In the year-to-date period, SYM achieves a 13.62% return, which is significantly higher than WMT's 7.19% return.
SYM
13.62%
29.77%
-9.99%
-42.29%
N/A
N/A
WMT
7.19%
2.78%
14.91%
62.69%
19.84%
15.98%
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Risk-Adjusted Performance
SYM vs. WMT — Risk-Adjusted Performance Rank
SYM
WMT
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.
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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 0.92%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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. | 0.92% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
Drawdowns
SYM vs. WMT - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, smaller than the maximum WMT drawdown of -77.24%. Use the drawdown chart below to compare losses from any high point for SYM and WMT. For additional features, visit the drawdowns tool.
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Volatility
SYM vs. WMT - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 14.16% compared to Walmart Inc. (WMT) at 5.81%. 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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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 May 2025, Symbotic Inc reported a gross profit of 107.83M and revenue of 549.65M. Therefore, the gross margin over that period was 19.6%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Walmart Inc. reported a gross profit of 44.38B and revenue of 180.55B. Therefore, the gross margin over that period was 24.6%.
SYM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Symbotic Inc reported an operating income of -32.06M and revenue of 549.65M, resulting in an operating margin of -5.8%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Walmart Inc. reported an operating income of 7.86B and revenue of 180.55B, resulting in an operating margin of 4.4%.
SYM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Symbotic Inc reported a net income of -3.93M and revenue of 549.65M, resulting in a net margin of -0.7%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Walmart Inc. reported a net income of 5.25B and revenue of 180.55B, resulting in a net margin of 2.9%.