Symbotic Stock Buy Hold or Sell Recommendation
| SYM Stock | USD 21.65 1.09 5.30% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Symbotic is 'Cautious Hold'. The recommendation algorithm takes into account all of Symbotic's available fundamental, technical, and predictive indicators you will find on this site.
Check out Symbotic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide. Note, we conduct extensive research on individual companies such as Symbotic and provide practical buy, sell, or hold advice based on investors' constraints. 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.
Symbotic |
Execute Symbotic Buy or Sell Advice
The Symbotic recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Symbotic. Macroaxis does not own or have any residual interests in Symbotic or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Symbotic's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Symbotic Trading Alerts and Improvement Suggestions
| 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. | |
| Symbotic has a poor financial position based on the latest SEC disclosures | |
| Over 83.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Symbotic Inc. Among Tech News Updates Investors Should Not Miss |
Symbotic Returns Distribution Density
The distribution of Symbotic's historical returns is an attempt to chart the uncertainty of Symbotic's future price movements. The chart of the probability distribution of Symbotic daily returns describes the distribution of returns around its average expected value. We use Symbotic price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Symbotic returns is essential to provide solid investment advice for Symbotic.
| Mean Return | -0.32 | Value At Risk | -7.27 | Potential Upside | 6.56 | Standard Deviation | 5.29 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Symbotic historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Symbotic Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Symbotic, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading Symbotic back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2024-12-31 | 727.9 K | Frontier Capital Management Co Inc | 2024-12-31 | 621 K | Raymond James & Associates | 2024-09-30 | 609 K | Tcw Group Inc | 2024-12-31 | 583 K | Exchange Traded Concepts, Llc | 2024-12-31 | 576.7 K | Geode Capital Management, Llc | 2024-12-31 | 505.1 K | S Squared Technology, Llc | 2024-12-31 | 450 K | Bnp Paribas Arbitrage, Sa | 2024-12-31 | 449.7 K | Legal & General Group Plc | 2024-12-31 | 420.1 K | Softbank Group Corp | 2024-12-31 | 39.8 M | Baillie Gifford & Co Limited. | 2024-12-31 | 13.9 M |
Symbotic Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | (16.8M) | (59.6M) | (44.1M) | 103K | 92.7K | 97.3K | |
| Investments | (12.2M) | (18.0M) | (299.5M) | 156.5M | 140.8M | 147.9M | |
| Change In Cash | 98.4M | 196.8M | (92.5M) | 469.4M | 539.9M | 566.8M | |
| Free Cash Flow | 97.4M | (166.2M) | 209.5M | (102.5M) | (117.8M) | (111.9M) | |
| Depreciation | 4.5M | 6.0M | 11.3M | 23.5M | 27.0M | 28.4M | |
| Other Non Cash Items | 53K | 4.1M | 2.9M | 23.6M | 27.1M | 28.5M | |
| Capital Expenditures | 12.2M | 18.0M | 21.3M | 44.4M | 51.0M | 53.6M | |
| Net Income | (122.3M) | (139.1M) | (207.9M) | (84.7M) | (76.2M) | (80.0M) | |
| End Period Cash Flow | 156.6M | 353.5M | 260.9M | 730.4M | 839.9M | 881.9M |
Symbotic Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Symbotic or Machinery sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Symbotic's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Symbotic stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 2.02 | |
σ | Overall volatility | 5.53 | |
Ir | Information ratio | -0.04 |
Symbotic Volatility Alert
Symbotic exhibits very low volatility with skewness of 0.37 and kurtosis of 2.62. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Symbotic's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Symbotic's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Symbotic Implied Volatility
Symbotic's implied volatility exposes the market's sentiment of Symbotic stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Symbotic's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Symbotic stock will not fluctuate a lot when Symbotic's options are near their expiration.
Symbotic Fundamentals Vs Peers
Comparing Symbotic's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Symbotic's direct or indirect competition across all of the common fundamentals between Symbotic and the related equities. This way, we can detect undervalued stocks with similar characteristics as Symbotic or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Symbotic's fundamental indicators could also be used in its relative valuation, which is a method of valuing Symbotic by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Symbotic to competition |
| Fundamentals | Symbotic | Peer Average |
| Return On Equity | -0.3 | -0.31 |
| Return On Asset | -0.0342 | -0.14 |
| Profit Margin | (0.01) % | (1.27) % |
| Operating Margin | (0.05) % | (5.51) % |
| Current Valuation | 1.4 B | 16.62 B |
| Shares Outstanding | 107.7 M | 571.82 M |
| Shares Owned By Insiders | 16.26 % | 10.09 % |
| Shares Owned By Institutions | 83.00 % | 39.21 % |
| Number Of Shares Shorted | 17.86 M | 4.71 M |
| Price To Book | 11.70 X | 9.51 X |
| Price To Sales | 6.32 X | 11.42 X |
| Revenue | 1.79 B | 9.43 B |
| Gross Profit | 295.08 M | 27.38 B |
| EBITDA | (93.25 M) | 3.9 B |
| Net Income | (84.67 M) | 570.98 M |
| Cash And Equivalents | 353.46 M | 2.7 B |
| Cash Per Share | 6.12 X | 5.01 X |
| Total Debt | 1.19 B | 5.32 B |
| Current Ratio | 1.16 X | 2.16 X |
| Book Value Per Share | 1.84 X | 1.93 K |
| Cash Flow From Operations | (58.08 M) | 971.22 M |
| Short Ratio | 8.89 X | 4.00 X |
| Earnings Per Share | (0.14) X | 3.12 X |
| Price To Earnings To Growth | 2.98 X | 4.89 X |
| Target Price | 34.2 | |
| Number Of Employees | 1.65 K | 18.84 K |
| Beta | 1.85 | -0.15 |
| Market Capitalization | 12.1 B | 19.03 B |
| Total Asset | 1.58 B | 29.47 B |
| Retained Earnings | (1.32 B) | 9.33 B |
| Working Capital | 338.39 M | 1.48 B |
| Net Asset | 1.58 B |
Note: Disposition of 4060 shares by Kane Charles of Symbotic subject to Rule 16b-3 [view details]
Symbotic Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Symbotic . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 48113.64 | |||
| Daily Balance Of Power | 1.557143 | |||
| Rate Of Daily Change | 1.05 | |||
| Day Median Price | 21.5 | |||
| Day Typical Price | 21.55 | |||
| Price Action Indicator | 0.69 | |||
| Period Momentum Indicator | 1.09 |
About Symbotic Buy or Sell Advice
When is the right time to buy or sell Symbotic? Buying financial instruments such as Symbotic Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Symbotic in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Outsourcing Thematic Idea Now
Outsourcing
Companies involved in providing outsourcing and staffing services to business across different domains. The Outsourcing theme has 8 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Outsourcing Theme or any other thematic opportunities.
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Check out Symbotic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
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 (0.14) | Revenue Per Share | Quarterly Revenue Growth 0.352 | 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.