Symbotic Stock Performance
| SYM Stock | USD 22.31 0.66 3.05% |
The entity has a beta of 2.1, 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. At this point, Symbotic has a negative expected return of -0.13%. Please make sure to validate Symbotic's total risk alpha, kurtosis, as well as the relationship between the Kurtosis and price action indicator , to decide if Symbotic performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Symbotic has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's basic indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors. ...more
Actual Historical Performance (%)
One Day Return 3.05 | Five Day Return 3.19 | Year To Date Return (9.71) | Ten Year Return 117.66 | All Time Return 117.66 |
1 | Disposition of 11634 shares by Boyd William M Iii of Symbotic subject to Rule 16b-3 | 01/23/2025 |
2 | Disposition of 3635 shares by Michael Dunn of Symbotic at 33.2759 subject to Rule 16b-3 | 01/24/2025 |
3 | Disposition of 1971 shares by Michael Dunn of Symbotic at 30.0046 subject to Rule 16b-3 | 01/30/2025 |
4 | FINAL DEADLINE ALERT Faruqi Faruqi, LLP Investigates Claims on Behalf of Investors of Symbotic | 02/03/2025 |
5 | Raymond James downgrades Symbotic on execution concerns | 02/06/2025 |
6 | Disposition of 553 shares by Krasnow Todd of Symbotic at 27.2749 subject to Rule 16b-3 | 02/10/2025 |
7 | Disposition of 2000 shares by Krasnow Todd of Symbotic at 27.3164 subject to Rule 16b-3 | 02/18/2025 |
8 | Symbotics chief strategy officer sells 73,404 in stock By Investing.com - Investing.com Nigeria | 02/21/2025 |
9 | Symbotic Inc. Director Rollin L. Ford Sells 28,740 Shares | 02/25/2025 |
10 | Disposition of 4060 shares by Kane Charles of Symbotic subject to Rule 16b-3 | 02/28/2025 |
11 | Acquisition by Kane Charles of 4060 shares of Symbotic subject to Rule 16b-3 | 03/04/2025 |
12 | Symbotic Inc. Stock Moves -0.09 percent What You Should Know | 03/11/2025 |
13 | NVEE vs. SYM Which Stock Is the Better Value Option | 03/13/2025 |
| Begin Period Cash Flow | 260.9 M |
Symbotic |
Symbotic Relative Risk vs. Return Landscape
If you would invest 2,553 in Symbotic on December 17, 2024 and sell it today you would lose (388.00) from holding Symbotic or give up 15.2% of portfolio value over 90 days. Symbotic is generating negative expected returns assuming volatility of 5.4928% on return distribution over 90 days investment horizon. In other words, 48% of stocks are less volatile than Symbotic, and above 99% 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 = -0.023
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SYM |
Estimated Market Risk
| 5.49 actual daily | 48 52% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Symbotic is not performing at its full potential. However, 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 Symbotic 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 | -0.3 | ||||
| Return On Asset | -0.0342 | ||||
| Profit Margin | (0.01) % | ||||
| Operating Margin | (0.05) % | ||||
| Current Valuation | 1.43 B | ||||
| Shares Outstanding | 107.7 M | ||||
| Price To Book | 11.86 X | ||||
| Price To Sales | 6.65 X | ||||
| Revenue | 1.79 B | ||||
| Gross Profit | 295.08 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 | 1.84 X | ||||
| Cash Flow From Operations | (58.08 M) | ||||
| Earnings Per Share | (0.14) X | ||||
| Market Capitalization | 12.74 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 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 zacks.com: NVEE vs. SYM Which Stock Is the Better Value Option |
- 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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
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.