(SYM) Symbotic - Ratings and Ratios
Exchange: NASDAQ •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US87151X1019
Automation, Robotics, Warehouse, Pallet, Case
Dividends
Currently no dividends paid| Risk via 5d forecast | |
|---|---|
| Volatility | 94.2% |
| Value at Risk 5%th | 136% |
| Relative Tail Risk | -12.35% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.25 |
| Alpha | 98.15 |
| CAGR/Max DD | 0.97 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.367 |
| Beta | 2.333 |
| Beta Downside | 2.077 |
| Drawdowns 3y | |
|---|---|
| Max DD | 72.46% |
| Mean DD | 33.71% |
| Median DD | 34.23% |
Description: SYM Symbotic December 11, 2025
Symbotic Inc. (NASDAQ: SYM) builds automation solutions that mechanize the movement of pallets, cases, and individual items within modern warehouses, targeting efficiency gains at the front end of the supply chain. The company is headquartered in Wilmington, Massachusetts, and trades as a common stock in the U.S. industrial machinery & supplies sub-industry.
Key operating metrics that investors watch include: (1) 2023 revenue of roughly $220 million, representing a year-over-year increase of about 30 % driven largely by expanded contracts with major retailers; (2) a gross margin hovering near 35 % after recent cost-optimization initiatives; and (3) the deployment of over 1,200 autonomous robotic units across client sites, a figure that scales with the broader e-commerce logistics boom and persistent labor shortages. The sector’s growth is further underpinned by rising demand for high-throughput fulfillment centers and the shift toward “lights-out” warehouses.
For a deeper quantitative assessment, see ValueRay’s detailed model on SYM.
Piotroski VR‑10 (Strict, 0-10) 4.0
| Net Income (-16.9m TTM) > 0 and > 6% of Revenue (6% = 134.8m TTM) |
| FCFTA 0.33 (>2.0%) and ΔFCFTA 39.30pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 6.25% (prev 18.92%; Δ -12.68pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.36 (>3.0%) and CFO 866.9m > Net Income -16.9m (YES >=105%, WARN >=100%) |
| NO Net Debt/EBITDA fails (EBITDA <= 0) |
| Current Ratio 1.08 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (108.7m) change vs 12m ago 0.02% (target <= -2.0% for YES) |
| Gross Margin 18.38% (prev 15.61%; Δ 2.77pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 112.9% (prev 113.3%; Δ -0.36pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio -13.16 (EBITDA TTM -56.1m / Interest Expense TTM -7.62m) >= 6 (WARN >= 3) |
Altman Z'' -2.51
| (A) 0.06 = (Total Current Assets 1.87b - Total Current Liabilities 1.73b) / Total Assets 2.40b |
| (B) -0.56 = Retained Earnings (Balance) -1.34b / Total Assets 2.40b |
| (C) -0.05 = EBIT TTM -100.3m / Avg Total Assets 1.99b |
| (D) -0.70 = Book Value of Equity -1.34b / Total Liabilities 1.92b |
| Total Rating: -2.51 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 53.78
| 1. Piotroski 4.0pt |
| 2. FCF Yield 1.87% |
| 3. FCF Margin 35.07% |
| 4. Debt/Equity 0.14 |
| 5. Debt/Ebitda 21.61 |
| 6. ROIC - WACC (= -61.65)% |
| 7. RoE -8.12% |
| 8. Rev. Trend 91.44% |
| 9. EPS Trend 67.07% |
What is the price of SYM shares?
As of December 17, 2025, the stock is trading at USD 59.73 with a total of 3,322,860 shares traded.
Over the past week, the price has changed by -1.24%, over one month by +4.99%, over three months by +16.23% and over the past year by +121.39%.
Over the past week, the price has changed by -1.24%, over one month by +4.99%, over three months by +16.23% and over the past year by +121.39%.
Is SYM a buy, sell or hold?
Symbotic has received a consensus analysts rating of 3.84.
Therefore, it is recommended to buy SYM.
- Strong Buy: 8
- Buy: 2
- Hold: 8
- Sell: 0
- Strong Sell: 1
What are the forecasts/targets for the SYM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 61.7 | 3.3% |
| Analysts Target Price | 61.7 | 3.3% |
| ValueRay Target Price | 90.3 | 51.2% |
SYM Fundamental Data Overview December 05, 2025
Market Cap USD = 43.40b (43.40b USD * 1.0 USD.USD)
P/E Forward = 769.2308
P/S = 19.3172
P/B = 34.3689
P/EG = 26.4103
Beta = 2.11
Revenue TTM = 2.25b USD
EBIT TTM = -100.3m USD
EBITDA TTM = -56.1m USD
Long Term Debt = 24.0m USD (estimated: total debt 31.7m - short term 7.72m)
Short Term Debt = 7.72m USD (from shortTermDebt, last quarter)
Debt = 31.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -1.21b USD (from netDebt column, last quarter)
Enterprise Value = 42.19b USD (43.40b + Debt 31.7m - CCE 1.24b)
Interest Coverage Ratio = -13.16 (Ebit TTM -100.3m / Interest Expense TTM -7.62m)
FCF Yield = 1.87% (FCF TTM 787.9m / Enterprise Value 42.19b)
FCF Margin = 35.07% (FCF TTM 787.9m / Revenue TTM 2.25b)
Net Margin = -0.75% (Net Income TTM -16.9m / Revenue TTM 2.25b)
Gross Margin = 18.38% ((Revenue TTM 2.25b - Cost of Revenue TTM 1.83b) / Revenue TTM)
Gross Margin QoQ = 20.55% (prev 16.59%)
Tobins Q-Ratio = 17.57 (Enterprise Value 42.19b / Total Assets 2.40b)
Interest Expense / Debt = 360.5% (Interest Expense 114.2m / Debt 31.7m)
Taxrate = 2.16% (-423.0k / -19.6m)
NOPAT = -98.1m (EBIT -100.3m * (1 - 2.16%)) [loss with tax shield]
Current Ratio = 1.08 (Total Current Assets 1.87b / Total Current Liabilities 1.73b)
Debt / Equity = 0.14 (Debt 31.7m / totalStockholderEquity, last quarter 221.3m)
Debt / EBITDA = 21.61 (negative EBITDA) (Net Debt -1.21b / EBITDA -56.1m)
Debt / FCF = -1.54 (Net Debt -1.21b / FCF TTM 787.9m)
Total Stockholder Equity = 208.5m (last 4 quarters mean from totalStockholderEquity)
RoA = -0.71% (Net Income -16.9m / Total Assets 2.40b)
RoE = -8.12% (Net Income TTM -16.9m / Total Stockholder Equity 208.5m)
RoCE = -43.14% (EBIT -100.3m / Capital Employed (Equity 208.5m + L.T.Debt 24.0m))
RoIC = -47.05% (negative operating profit) (NOPAT -98.1m / Invested Capital 208.5m)
WACC = 14.60% (E(43.40b)/V(43.44b) * Re(14.61%) + (debt cost/tax rate unavailable))
Discount Rate = 14.61% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 14.20%
[DCF Debug] Terminal Value 47.07% ; FCFE base≈787.9m ; Y1≈517.3m ; Y5≈236.6m
Fair Price DCF = 19.85 (DCF Value 2.25b / Shares Outstanding 113.6m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 67.07 | EPS CAGR: 86.05% | SUE: 4.0 | # QB: 1
Revenue Correlation: 91.44 | Revenue CAGR: 74.26% | SUE: 0.45 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.09 | Chg30d=+0.003 | Revisions Net=+2 | Analysts=7
EPS current Year (2026-09-30): EPS=0.44 | Chg30d=+0.023 | Revisions Net=+3 | Growth EPS=-77.7% | Growth Revenue=+20.7%
EPS next Year (2027-09-30): EPS=0.73 | Chg30d=+0.025 | Revisions Net=+3 | Growth EPS=+65.4% | Growth Revenue=+30.4%
P/E Forward = 769.2308
P/S = 19.3172
P/B = 34.3689
P/EG = 26.4103
Beta = 2.11
Revenue TTM = 2.25b USD
EBIT TTM = -100.3m USD
EBITDA TTM = -56.1m USD
Long Term Debt = 24.0m USD (estimated: total debt 31.7m - short term 7.72m)
Short Term Debt = 7.72m USD (from shortTermDebt, last quarter)
Debt = 31.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -1.21b USD (from netDebt column, last quarter)
Enterprise Value = 42.19b USD (43.40b + Debt 31.7m - CCE 1.24b)
Interest Coverage Ratio = -13.16 (Ebit TTM -100.3m / Interest Expense TTM -7.62m)
FCF Yield = 1.87% (FCF TTM 787.9m / Enterprise Value 42.19b)
FCF Margin = 35.07% (FCF TTM 787.9m / Revenue TTM 2.25b)
Net Margin = -0.75% (Net Income TTM -16.9m / Revenue TTM 2.25b)
Gross Margin = 18.38% ((Revenue TTM 2.25b - Cost of Revenue TTM 1.83b) / Revenue TTM)
Gross Margin QoQ = 20.55% (prev 16.59%)
Tobins Q-Ratio = 17.57 (Enterprise Value 42.19b / Total Assets 2.40b)
Interest Expense / Debt = 360.5% (Interest Expense 114.2m / Debt 31.7m)
Taxrate = 2.16% (-423.0k / -19.6m)
NOPAT = -98.1m (EBIT -100.3m * (1 - 2.16%)) [loss with tax shield]
Current Ratio = 1.08 (Total Current Assets 1.87b / Total Current Liabilities 1.73b)
Debt / Equity = 0.14 (Debt 31.7m / totalStockholderEquity, last quarter 221.3m)
Debt / EBITDA = 21.61 (negative EBITDA) (Net Debt -1.21b / EBITDA -56.1m)
Debt / FCF = -1.54 (Net Debt -1.21b / FCF TTM 787.9m)
Total Stockholder Equity = 208.5m (last 4 quarters mean from totalStockholderEquity)
RoA = -0.71% (Net Income -16.9m / Total Assets 2.40b)
RoE = -8.12% (Net Income TTM -16.9m / Total Stockholder Equity 208.5m)
RoCE = -43.14% (EBIT -100.3m / Capital Employed (Equity 208.5m + L.T.Debt 24.0m))
RoIC = -47.05% (negative operating profit) (NOPAT -98.1m / Invested Capital 208.5m)
WACC = 14.60% (E(43.40b)/V(43.44b) * Re(14.61%) + (debt cost/tax rate unavailable))
Discount Rate = 14.61% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 14.20%
[DCF Debug] Terminal Value 47.07% ; FCFE base≈787.9m ; Y1≈517.3m ; Y5≈236.6m
Fair Price DCF = 19.85 (DCF Value 2.25b / Shares Outstanding 113.6m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 67.07 | EPS CAGR: 86.05% | SUE: 4.0 | # QB: 1
Revenue Correlation: 91.44 | Revenue CAGR: 74.26% | SUE: 0.45 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.09 | Chg30d=+0.003 | Revisions Net=+2 | Analysts=7
EPS current Year (2026-09-30): EPS=0.44 | Chg30d=+0.023 | Revisions Net=+3 | Growth EPS=-77.7% | Growth Revenue=+20.7%
EPS next Year (2027-09-30): EPS=0.73 | Chg30d=+0.025 | Revisions Net=+3 | Growth EPS=+65.4% | Growth Revenue=+30.4%
Additional Sources for SYM Stock
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle