(SYM) Symbotic - Ratings and Ratios
Robots, Software, Pallets, Warehouses
SYM EPS (Earnings per Share)
SYM Revenue
Description: SYM Symbotic
Symbotic Inc. is a US-based automation technology company that enhances warehouse operational efficiencies through its advanced technologies, primarily automating pallet and case processing for retail companies, thereby optimizing the front end of the supply chain.
From a business perspective, Symbotics solutions are critical in streamlining logistics and distribution operations, which is a growing need due to the rise of e-commerce. Key Performance Indicators (KPIs) to watch for Symbotic would include revenue growth, customer acquisition rates, and the expansion of its operational footprint. Given its focus on automation, metrics such as the number of systems deployed, operational efficiency improvements for clients, and the return on investment (ROI) for its customers could be significant.
Analyzing Symbotics financial health, we can infer from its market capitalization of $28.248 billion that it has substantial market presence. The forward P/E ratio of 238.10 suggests high growth expectations, although the lack of a current P/E ratio and a negative Return on Equity (RoE) of -5.69 indicate that the company is currently not profitable. Monitoring KPIs such as gross margin, operating expenses as a percentage of revenue, and cash flow from operations will be crucial in assessing its path to profitability.
In terms of market performance, Symbotics stock has shown significant growth, with its 52-week high being $54.54 and a low of $17.50, indicating a substantial increase in investor confidence or growth prospects. Technical indicators like SMA20, SMA50, and SMA200 suggest a positive trend, with the short-term moving averages above the long-term averages, indicating potential for continued growth. The Average True Range (ATR) of 3.09 or 5.67% volatility suggests that while there is some volatility, it is within manageable ranges for investors with a short-term perspective.
To further evaluate Symbotics potential, it would be essential to keep an eye on industry trends, such as the adoption rate of warehouse automation technologies, competitive landscape, and any regulatory changes that could impact its operations or growth prospects. Additionally, any announcements regarding new contracts, technological advancements, or strategic partnerships could significantly impact its stock performance.
SYM Stock Overview
| Market Cap in USD | 28,627m |
| Sub-Industry | Industrial Machinery & Supplies & Components |
| IPO / Inception | 2021-03-09 |
SYM Stock Ratings
| Growth Rating | 76.7% |
| Fundamental | 44.2% |
| Dividend Rating | - |
| Return 12m vs S&P 500 | 66.2% |
| Analyst Rating | 3.84 of 5 |
SYM Dividends
Currently no dividends paidSYM Growth Ratios
| Growth Correlation 3m | 27.6% |
| Growth Correlation 12m | 46.3% |
| Growth Correlation 5y | 76.4% |
| CAGR 5y | 61.92% |
| CAGR/Max DD 3y | 0.85 |
| CAGR/Mean DD 3y | 1.81 |
| Sharpe Ratio 12m | 0.60 |
| Alpha | 0.13 |
| Beta | 0.727 |
| Volatility | 84.41% |
| Current Volume | 2034.2k |
| Average Volume 20d | 1439.4k |
| Stop Loss | 46.3 (-5.9%) |
| Signal | -0.69 |
Piotroski VR‑10 (Strict, 0-10) 4.5
| Net Income (-10.5m TTM) > 0 and > 6% of Revenue (6% = 131.6m TTM) |
| FCFTA 0.09 (>2.0%) and ΔFCFTA 5.48pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 4.96% (prev 20.01%; Δ -15.05pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.13 (>3.0%) and CFO 236.9m > Net Income -10.5m (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 (109.2m) change vs 12m ago 6.63% (target <= -2.0% for YES) |
| Gross Margin 17.82% (prev 15.89%; Δ 1.93pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 129.5% (prev 103.7%; Δ 25.88pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| error: Interest Coverage Ratio cannot be calculated (needs EBITDA TTM and Interest Expense TTM) |
Altman Z'' -3.28
| (A) 0.06 = (Total Current Assets 1.43b - Total Current Liabilities 1.32b) / Total Assets 1.83b |
| (B) -0.73 = Retained Earnings (Balance) -1.34b / Total Assets 1.83b |
| (C) -0.04 = EBIT TTM -67.0m / Avg Total Assets 1.69b |
| (D) -0.97 = Book Value of Equity -1.34b / Total Liabilities 1.38b |
| Total Rating: -3.28 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 44.17
| 1. Piotroski 4.50pt = -0.50 |
| 2. FCF Yield 0.59% = 0.30 |
| 3. FCF Margin 7.88% = 1.97 |
| 4. Debt/Equity 6.57 = -2.50 |
| 5. Debt/Ebitda -51.84 = -2.50 |
| 6. ROIC - WACC (= -41.68)% = -12.50 |
| 7. RoE -5.14% = -0.86 |
| 8. Rev. Trend 95.48% = 7.16 |
| 9. EPS Trend 72.10% = 3.60 |
What is the price of SYM shares?
Over the past week, the price has changed by +0.59%, over one month by -3.76%, over three months by +57.83% and over the past year by +97.04%.
Is Symbotic a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SYM is around 65.59 USD . This means that SYM is currently undervalued and has a potential upside of +33.37% (Margin of Safety).
Is SYM a buy, sell or hold?
- 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 | 48.6 | -1.2% |
| Analysts Target Price | 48.6 | -1.2% |
| ValueRay Target Price | 73.2 | 48.8% |
Last update: 2025-09-11 04:50
SYM Fundamental Data Overview
CCE Cash And Equivalents = 777.6m USD (Cash And Short Term Investments, last quarter)
P/E Forward = 344.8276
P/S = 13.0537
P/B = 25.606
P/EG = 11.3803
Beta = 2.056
Revenue TTM = 2.19b USD
EBIT TTM = -67.0m USD
EBITDA TTM = -26.7m USD
Long Term Debt = 66.6m USD (from nonCurrentLiabilitiesTotal, last quarter)
Short Term Debt = 1.32b USD (from totalCurrentLiabilities, last quarter)
Debt = 1.38b USD (Calculated: Short Term 1.32b + Long Term 66.6m)
Net Debt = -777.6m USD (from netDebt column, last quarter)
Enterprise Value = 29.23b USD (28.63b + Debt 1.38b - CCE 777.6m)
Interest Coverage Ratio = unknown (Ebit TTM -67.0m / Interest Expense TTM 0.0)
FCF Yield = 0.59% (FCF TTM 172.7m / Enterprise Value 29.23b)
FCF Margin = 7.88% (FCF TTM 172.7m / Revenue TTM 2.19b)
Net Margin = -0.48% (Net Income TTM -10.5m / Revenue TTM 2.19b)
Gross Margin = 17.82% ((Revenue TTM 2.19b - Cost of Revenue TTM 1.80b) / Revenue TTM)
Tobins Q-Ratio = -21.82 (set to none) (Enterprise Value 29.23b / Book Value Of Equity -1.34b)
Interest Expense / Debt = 8.25% (Interest Expense 114.2m / Debt 1.38b)
Taxrate = 21.0% (US default)
NOPAT = -67.0m (EBIT -67.0m, no tax applied on loss)
Current Ratio = 1.08 (Total Current Assets 1.43b / Total Current Liabilities 1.32b)
Debt / Equity = 6.57 (Debt 1.38b / last Quarter total Stockholder Equity 210.8m)
Debt / EBITDA = -51.84 (Net Debt -777.6m / EBITDA -26.7m)
Debt / FCF = 8.01 (Debt 1.38b / FCF TTM 172.7m)
Total Stockholder Equity = 204.0m (last 4 quarters mean)
RoA = -0.57% (Net Income -10.5m, Total Assets 1.83b )
RoE = -5.14% (Net Income TTM -10.5m / Total Stockholder Equity 204.0m)
RoCE = -24.76% (Ebit -67.0m / (Equity 204.0m + L.T.Debt 66.6m))
RoIC = -33.09% (NOPAT -67.0m / Invested Capital 202.5m)
WACC = 8.59% (E(28.63b)/V(30.01b) * Re(8.69%)) + (D(1.38b)/V(30.01b) * Rd(8.25%) * (1-Tc(0.21)))
Shares Correlation 3-Years: 93.94 | Cagr: 6.47%
Discount Rate = 8.69% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 67.58% ; FCFE base≈128.4m ; Y1≈84.3m ; Y5≈38.5m
Fair Price DCF = 6.11 (DCF Value 680.6m / Shares Outstanding 111.3m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 72.10 | EPS CAGR: 223.7% | SUE: 0.19 | # QB: 0
Revenue Correlation: 95.48 | Revenue CAGR: 37.96% | SUE: 2.63 | # QB: 2
Additional Sources for SYM Stock
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Fund Manager Positions: Dataroma | Stockcircle