Symbotic Stock Alpha and Beta Analysis

SYM Stock  USD 22.70  0.24  1.05%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Symbotic. It also helps investors analyze the systematic and unsystematic risks associated with investing in Symbotic over a specified time horizon. Remember, high Symbotic's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Symbotic's market risk premium analysis include:
Beta
1.21
Alpha
(0.42)
Risk
5.26
Sharpe Ratio
(0.01)
Expected Return
(0.06)
Please note that although Symbotic alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Symbotic did 0.42  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Symbotic stock's relative risk over its benchmark. Symbotic has a beta of 1.21  . 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 time, Symbotic's Price Book Value Ratio is very stable compared to the past year. As of the 2nd of March 2025, Price Fair Value is likely to grow to about 27.5 K, while Tangible Book Value Per Share is likely to drop (0.05).

Enterprise Value

2 Billion

Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
  
Check out Symbotic Backtesting, Symbotic Valuation, Symbotic Correlation, Symbotic Hype Analysis, Symbotic Volatility, Symbotic History and analyze Symbotic Performance.
To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.

Symbotic Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Symbotic market risk premium is the additional return an investor will receive from holding Symbotic long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Symbotic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Symbotic's performance over market.
α-0.42   β1.21

Symbotic expected buy-and-hold returns

Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Symbotic's Buy-and-hold return. Our buy-and-hold chart shows how Symbotic performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.

Symbotic Market Price Analysis

Market price analysis indicators help investors to evaluate how Symbotic stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Symbotic shares will generate the highest return on investment. By understating and applying Symbotic stock market price indicators, traders can identify Symbotic position entry and exit signals to maximize returns.

Symbotic Return and Market Media

The median price of Symbotic for the period between Mon, Dec 2, 2024 and Sun, Mar 2, 2025 is 26.76 with a coefficient of variation of 13.18. The daily time series for the period is distributed with a sample standard deviation of 3.63, arithmetic mean of 27.53, and mean deviation of 2.73. The Stock received a lot of media exposure during the period.
 Price Growth (%)  
       Timeline  
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
SYM DEADLINE ROSEN, LEADING INVESTOR COUNSEL, Encourages Symbotic Inc. Investors with Losses in Excess of 100K to Secure Counsel Before Important February 3 Dea...
01/29/2025
4
Symbotic Inc. Sued for Securities Law Violations - Investors Should Contact Levi Korsinsky Before February 3, 2025 to Discuss Your Rights - SYM
01/31/2025
5
Symbotic Inc Reports Q1 FY2025 EPS of -0. ...
02/05/2025
6
Symbotic Issues Quarterly Earnings Results, Beats Expectations By 0.01 EPS
02/06/2025
7
Why Symbotic Inc. Stock Went Down On Thursday
02/07/2025
8
Disposition of 553 shares by Krasnow Todd of Symbotic at 27.2749 subject to Rule 16b-3
02/10/2025
9
SYMBOTIC ALERT Bragar Eagel Squire, P.C. ...
02/12/2025
10
Todd Krasnow Sells 10,447 Shares of Symbotic Inc. Stock
02/14/2025
11
Disposition of 2000 shares by Krasnow Todd of Symbotic at 27.3164 subject to Rule 16b-3
02/18/2025
12
Disposition of 28740 shares by Ford Rollin L. of Symbotic at 26.0182 subject to Rule 16b-3
02/20/2025
13
Acquisition by Michael Dunn of 117734 shares of Symbotic subject to Rule 16b-3
02/21/2025
14
COHR or SYM Which Is the Better Value Stock Right Now
02/24/2025
15
Investors Heavily Search Symbotic Inc. Here is What You Need to Know
02/27/2025

About Symbotic Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Symbotic or other stocks. Alpha measures the amount that position in Symbotic has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
 2010 2022 2024 2025 (projected)
Days Sales Outstanding64.7485.6859.0449.78
PTB Ratio79.356.2626.2K27.5K

Symbotic Upcoming Company Events

As portrayed in its financial statements, the presentation of Symbotic's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Symbotic's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Symbotic's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Symbotic. Please utilize our Beneish M Score to check the likelihood of Symbotic's management manipulating its earnings.
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

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Align your risk with return expectations

By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
When determining whether Symbotic is a strong investment it is important to analyze Symbotic's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Symbotic's future performance. For an informed investment choice regarding Symbotic Stock, refer to the following important reports:
Check out Symbotic Backtesting, Symbotic Valuation, Symbotic Correlation, Symbotic Hype Analysis, Symbotic Volatility, Symbotic History and analyze Symbotic Performance.
To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.
You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Symbotic technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
A focus of Symbotic technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Symbotic trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...