Symbotic Stock Performance
| SYM Stock | USD 54.08 4.68 9.47% |
Symbotic holds a performance score of 25 on a scale of zero to a hundred. The entity has a beta of 1.9, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Symbotic will likely underperform. Use Symbotic value at risk, as well as the relationship between the kurtosis and market facilitation index , to analyze future returns on Symbotic.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Symbotic are ranked lower than 25 (%) of all global equities and portfolios over the last 90 days. In spite of very uncertain basic indicators, Symbotic displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 9.47 | Five Day Return 1.18 | Year To Date Return 118.86 | Ten Year Return 427.61 | All Time Return 427.61 |
1 | Acquisition by Carol Hibbard of 14253 shares of Symbotic subject to Rule 16b-3 | 05/02/2025 |
2 | Disposition of 5000 shares by Krasnow Todd of Symbotic subject to Rule 16b-3 | 05/12/2025 |
3 | Disposition of 4060 shares by Krasnow Todd of Symbotic at 26.3992 subject to Rule 16b-3 | 05/13/2025 |
4 | Insider Trading | 05/14/2025 |
5 | Symbotic Inc. is Attracting Investor Attention Here is What You Should Know | 06/05/2025 |
6 | Disposition of 4000 shares by Krasnow Todd of Symbotic at 29.6472 subject to Rule 16b-3 | 06/11/2025 |
7 | Disposition of 71500 shares by Ladensohn David A of Symbotic subject to Rule 16b-3 | 06/12/2025 |
8 | Disposition of 1000 shares by Rus Daniela L of Symbotic at 30.0 subject to Rule 16b-3 | 06/16/2025 |
9 | Disposition of 600 shares by Saintil Merline of Symbotic at 37.0 subject to Rule 16b-3 | 06/20/2025 |
10 | Disposition of 814 shares by Krasnow Todd of Symbotic at 47.1943 subject to Rule 16b-3 | 07/07/2025 |
11 | Citi Analyst Boosts Price Target for Symbotic to 60 SYM Stock News | 07/14/2025 |
12 | Here Is What You Need To Know Before Investing In Symbotic Inc. | 07/15/2025 |
13 | Symbotic Announces Date for Reporting Third Quarter Fiscal 2025 Financial Results | 07/16/2025 |
14 | This Artificial Intelligence Stock Has Outperformed Palantir in 2025. Is It Still a Buy | 07/17/2025 |
15 | Unusual Options Activity in Symbiotic Raises Investor Interest SYM Stock News | 07/22/2025 |
| Begin Period Cash Flow | 260.9 M | |
| Total Cashflows From Investing Activities | 156.5 M |
Symbotic Relative Risk vs. Return Landscape
If you would invest 2,193 in Symbotic on April 25, 2025 and sell it today you would earn a total of 3,215 from holding Symbotic or generate 146.6% return on investment over 90 days. Symbotic is generating 1.6052% of daily returns assuming volatility of 4.918% on return distribution over 90 days investment horizon. In other words, 44% of stocks are less volatile than Symbotic, and above 68% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Symbotic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Symbotic's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Symbotic, and traders can use it to determine the average amount a Symbotic's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3264
| Best Portfolio | Best Equity | |||
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| Average Returns | SYM | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 4.92 actual daily | 44 56% of assets are more volatile |
Expected Return
| 1.61 actual daily | 32 68% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 25 75% of assets perform better |
Based on monthly moving average Symbotic is performing at about 25% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Symbotic by adding it to a well-diversified portfolio.
Symbotic Fundamentals Growth
Symbotic Stock prices reflect investors' perceptions of the future prospects and financial health of Symbotic, and Symbotic fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Symbotic Stock performance.
| Return On Equity | -0.12 | |||
| Return On Asset | -0.03 | |||
| Profit Margin | (0) % | |||
| Operating Margin | (0.06) % | |||
| Current Valuation | 4.43 B | |||
| Shares Outstanding | 109.08 M | |||
| Price To Book | 26.23 X | |||
| Price To Sales | 14.06 X | |||
| Revenue | 1.79 B | |||
| Gross Profit | 338.25 M | |||
| EBITDA | (93.25 M) | |||
| Net Income | (84.67 M) | |||
| Cash And Equivalents | 353.46 M | |||
| Cash Per Share | 6.12 X | |||
| Total Debt | 1.19 B | |||
| Current Ratio | 1.16 X | |||
| Book Value Per Share | 1.90 X | |||
| Cash Flow From Operations | (58.08 M) | |||
| Earnings Per Share | (0.08) X | |||
| Market Capitalization | 29.13 B | |||
| Total Asset | 1.58 B | |||
| Retained Earnings | (1.32 B) | |||
| Working Capital | 338.39 M | |||
About Symbotic Performance
By examining Symbotic's fundamental ratios, stakeholders can obtain critical insights into Symbotic's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Symbotic is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 50.33 | 54.60 | |
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | (8.84) | (8.40) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (291.05) | (276.50) |
Things to note about Symbotic performance evaluation
Checking the ongoing alerts about Symbotic for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Symbotic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Symbotic appears to be risky and price may revert if volatility continues | |
| 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 338.25 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 82.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Unusual Options Activity in Symbiotic Raises Investor Interest SYM Stock News |
- Analyzing Symbotic's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Symbotic's stock is overvalued or undervalued compared to its peers.
- Examining Symbotic's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Symbotic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Symbotic's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Symbotic's stock. These opinions can provide insight into Symbotic's potential for growth and whether the stock is currently undervalued or overvalued.
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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Is Industrial Machinery & Supplies & Components 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.
Earnings Share (0.08) | Revenue Per Share | Quarterly Revenue Growth 0.397 | Return On Assets | Return On Equity |
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.
Please note, there is a significant difference between Symbotic's value and its price as these two are different measures arrived at by different 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.