Is Symbotic Stock a Good Investment?
Symbotic Investment Advice | SYM |
- Examine Symbotic's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Symbotic's leadership team and their track record. Good management can help Symbotic navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Machinery space and any emerging trends that could impact Symbotic's business and its evolving consumer preferences.
- Compare Symbotic's performance and market position to its competitors. Analyze how Symbotic is positioned in terms of product offerings, innovation, and market share.
- Check if Symbotic pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Symbotic's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Symbotic stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Symbotic is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Moves slightly opposite to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Symbotic Stock
Researching Symbotic's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 16.0% of the company outstanding shares are owned by corporate insiders. The company recorded a loss per share of 0.14. Symbotic had not issued any dividends in recent years. The entity had a split on the 1st of December 2004.
To determine if Symbotic is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Symbotic's research are outlined below:
| Symbotic generated a negative expected return over the last 90 days | |
| Symbotic has high historical volatility and very poor performance | |
| The company reported the last year's revenue of 1.79 B. Reported Net Loss for the year was (84.67 M) with profit before taxes, overhead, and interest of 295.08 M. | |
| Symbotic has about 353.46 M in cash with (58.08 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 6.12. | |
| Over 83.0% of the company shares are owned by institutional investors |
Symbotic uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Symbotic. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Symbotic's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 5th of February 2024 Upcoming Quarterly Report | View | |
| 6th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 18th of November 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Symbotic's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 13.57 B.Symbotic's profitablity analysis
The company has Net Profit Margin of (0.01) %, which means that it does not effectively control expenditures or properly executes on its pricing strategies. This is way below average. In the same way, it shows Net Operating Margin of (0.05) %, which entails that for every $100 of revenue, it lost $0.05.Determining Symbotic's profitability involves analyzing its financial statements and using various financial metrics to determine if Symbotic is a good buy. For example, gross profit margin measures Symbotic's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Symbotic's profitability and make more informed investment decisions.
Basic technical analysis of Symbotic Stock
As of the 4th of May, Symbotic has the Variance of 28.64, risk adjusted performance of (0.06), and Coefficient Of Variation of (2,373). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Symbotic, as well as the relationship between them. Please validate Symbotic information ratio and kurtosis to decide if Symbotic is priced more or less accurately, providing market reflects its prevalent price of 23.06 per share. Given that Symbotic has information ratio of (0.02), we advise you to double-check Symbotic's current market performance to make sure the company can sustain itself at a future point.Symbotic's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Symbotic insiders, such as employees or executives, is commonly permitted as long as it does not rely on Symbotic's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Symbotic insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Symbotic's Outstanding Corporate Bonds
Symbotic issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Symbotic uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Symbotic bonds can be classified according to their maturity, which is the date when Symbotic has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US87157DAG43 Corp BondUS87157DAG43 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Symbotic's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Symbotic's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.06) | |||
| Market Risk Adjusted Performance | 0.3275 | |||
| Mean Deviation | 3.83 | |||
| Coefficient Of Variation | (2,373) | |||
| Standard Deviation | 5.35 | |||
| Variance | 28.64 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | (0.32) | |||
| Total Risk Alpha | 0.1411 | |||
| Treynor Ratio | 0.3175 | |||
| Maximum Drawdown | 25.94 | |||
| Value At Risk | (7.27) | |||
| Potential Upside | 6.06 | |||
| Skewness | (0.14) | |||
| Kurtosis | 3.78 |
| Risk Adjusted Performance | (0.06) | |||
| Market Risk Adjusted Performance | 0.3275 | |||
| Mean Deviation | 3.83 | |||
| Coefficient Of Variation | (2,373) | |||
| Standard Deviation | 5.35 | |||
| Variance | 28.64 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | (0.32) | |||
| Total Risk Alpha | 0.1411 | |||
| Treynor Ratio | 0.3175 | |||
| Maximum Drawdown | 25.94 | |||
| Value At Risk | (7.27) | |||
| Potential Upside | 6.06 | |||
| Skewness | (0.14) | |||
| Kurtosis | 3.78 |
Consider Symbotic's intraday indicators
Symbotic intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Symbotic stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Symbotic time-series forecasting models is one of many Symbotic's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Symbotic's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Symbotic Stock media impact
There is far too much social signal, news, headlines, and media speculation about Symbotic that are available to investors today. This information is accessible both publicly - through Symbotic's media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of Symbotic-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.
A primary focus of Symbotic news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Symbotic relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Symbotic's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Symbotic alpha.
Symbotic Corporate Management
| Corey DuFresne | General VP | Profile | |
| James Kuffner | Chief Officer | Profile | |
| Miriam Ort | Chief Officer | Profile | |
| Santhosh Daniel | Controller VP | Profile | |
| Rob Krattiger | Senior Performance | Profile | |
| Michael Dunn | Marketing Sales | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Symbotic. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Is Machinery space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Symbotic. If investors know Symbotic will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Symbotic listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Symbotic is measured differently than its book value, which is the value of Symbotic that is recorded on the company's balance sheet. Investors also form their own opinion of Symbotic's value that differs from its market value or its book value, called intrinsic value, which is Symbotic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Symbotic's market value can be influenced by many factors that don't directly affect Symbotic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Symbotic's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Symbotic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Symbotic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.