Symbotic Stock Beta
| SYM Stock | USD 26.76 1.79 6.27% |
Symbotic fundamentals help investors to digest information that contributes to Symbotic's financial success or failures. It also enables traders to predict the movement of Symbotic Stock. The fundamental analysis module provides a way to measure Symbotic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Symbotic stock.
Symbotic | Beta |
Symbotic Company Beta Analysis
Symbotic's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Symbotic Beta | 1.81 |
Most of Symbotic's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Symbotic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Symbotic Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Symbotic is extremely important. It helps to project a fair market value of Symbotic Stock properly, considering its historical fundamentals such as Beta. Since Symbotic's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Symbotic's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Symbotic's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Symbotic has a Beta of 1.813. This is 121.1% higher than that of the Machinery sector and significantly higher than that of the Industrials industry. The beta for all United States stocks is notably lower than that of the firm.
Symbotic Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Symbotic's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Symbotic could also be used in its relative valuation, which is a method of valuing Symbotic by comparing valuation metrics of similar companies.Symbotic is currently under evaluation in beta category among its peers.
Symbotic ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Symbotic's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Symbotic's managers, analysts, and investors.Environmental | Governance | Social |
Symbotic Institutional Holders
Institutional Holdings refers to the ownership stake in Symbotic that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Symbotic's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Symbotic's value.| Shares | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 704.3 K | Goldman Sachs Group Inc | 2024-09-30 | 684.4 K | Legal & General Group Plc | 2024-09-30 | 616.7 K | First Trust Advisors L.p. | 2024-09-30 | 611.8 K | Raymond James & Associates | 2024-09-30 | 609 K | Amvescap Plc. | 2024-09-30 | 578 K | Voloridge Investment Management, Llc | 2024-09-30 | 558.3 K | Bank Of America Corp | 2024-09-30 | 532 K | Geode Capital Management, Llc | 2024-09-30 | 503.8 K | Softbank Group Corp | 2024-09-30 | 39.8 M | Baillie Gifford & Co Limited. | 2024-09-30 | 14.1 M |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Symbotic will likely underperform.
Symbotic Fundamentals
| Return On Equity | -0.57 | ||||
| Return On Asset | -0.0508 | ||||
| Profit Margin | (0.01) % | ||||
| Operating Margin | (0.05) % | ||||
| Current Valuation | 2.31 B | ||||
| Shares Outstanding | 106.35 M | ||||
| Shares Owned By Insiders | 16.75 % | ||||
| Shares Owned By Institutions | 85.57 % | ||||
| Number Of Shares Shorted | 16.04 M | ||||
| Price To Book | 14.43 X | ||||
| Price To Sales | 10.00 X | ||||
| Revenue | 1.79 B | ||||
| Gross Profit | 99.65 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 | 4.06 X | ||||
| Cash Flow From Operations | (58.08 M) | ||||
| Short Ratio | 9.57 X | ||||
| Earnings Per Share | (0.14) X | ||||
| Target Price | 36.2 | ||||
| Number Of Employees | 1.3 K | ||||
| Beta | 1.81 | ||||
| Market Capitalization | 16.77 B | ||||
| Total Asset | 1.58 B | ||||
| Retained Earnings | (1.32 B) | ||||
| Working Capital | 338.39 M | ||||
| Net Asset | 1.58 B |
About Symbotic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Symbotic's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Symbotic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Symbotic based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Try AI Portfolio ArchitectCheck out Symbotic Piotroski F Score and Symbotic Altman Z Score analysis. To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
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 18.861 | Quarterly Revenue Growth 0.577 | Return On Assets (0.05) | Return On Equity (0.57) |
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.