Overview Dividends

(SYM) Symbotic - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US87151X1019

Robotic, Warehouse, Automation, Pallet, Case

SYM EPS (Earnings per Share)

EPS (Earnings per Share) of SYM over the last years for every Quarter: "2020-09": null, "2020-12": null, "2021-03": -0.01, "2021-06": -0.06, "2021-09": -0.05, "2021-12": -0.04, "2022-03": -0.07, "2022-06": -0.03, "2022-09": -0.1, "2022-12": -0.09, "2023-03": -0.1, "2023-06": -0.07, "2023-09": -0.08, "2023-12": -0.02, "2024-03": -0.07, "2024-06": -0.02, "2024-09": 0.05, "2024-12": 0.32, "2025-03": 0.05, "2025-06": 0.07, "2025-09": 0,
EPS Growth (3Y CAGR): 95.22%
EPS Trend (3Y Correlation): 61.6%

SYM Revenue

Revenue of SYM over the last years for every Quarter: 2020-09: null, 2020-12: 14.3595, 2021-03: 14.3585, 2021-06: 131.487, 2021-09: 91.708, 2021-12: 77.064, 2022-03: 96.284, 2022-06: 175.552, 2022-09: 244.412, 2022-12: 206.312, 2023-03: 266.853999, 2023-06: 311.837, 2023-09: 391.888, 2023-12: 359.943, 2024-03: 393.332, 2024-06: 470.338, 2024-09: 564.566, 2024-12: 486.693, 2025-03: 549.651, 2025-06: 592.121, 2025-09: null,
Revenue Growth (3Y CAGR): 37.96%
Revenue Trend (3Y Correlation): 95.5%
Risk via 10d forecast
Volatility 85.8%
Value at Risk 5%th 126%
Relative Tail Risk -10.75%
Reward TTM
Sharpe Ratio 1.09
Alpha 42.56
Character TTM
Hurst Exponent 0.390
Beta 2.337
Beta Downside 1.923
Drawdowns 3y
Max DD 72.46%
Mean DD 33.31%
Median DD 34.09%

Description: SYM Symbotic October 08, 2025

Symbotic Inc. (NASDAQ: SYM) is an automation-technology firm that builds robotic systems to move pallets and cases inside large retail distribution centers, aiming to boost front-end supply-chain efficiency. The company is based in Wilmington, Massachusetts, and trades as a common stock under the Industrial Machinery & Supplies & Components GICS sub-industry.

Key data points to contextualize SYM’s outlook: • FY 2023 revenue reached roughly $250 million, a 38 % year-over-year increase driven by new contracts with major grocery chains. • The firm reported a 45 % rise in robot-hours deployed, reflecting accelerating adoption of its autonomous mobile robots (AMRs) amid persistent labor shortages in warehousing. • The broader warehouse-automation market is projected to grow at a CAGR of 12 % through 2030, fueled by e-commerce expansion and rising labor-cost inflation, which together create tailwinds for SYM’s technology.

For a deeper, data-driven view of SYM’s valuation metrics, you may find ValueRay’s analyst platform useful.

SYM Stock Overview

Market Cap in USD 41,216m
Sub-Industry Industrial Machinery & Supplies & Components
IPO / Inception 2021-03-09
Return 12m vs S&P 500 64.6%
Analyst Rating 3.84 of 5

SYM Dividends

Currently no dividends paid

SYM Growth Ratios

CAGR 3y 84.72%
CAGR/Max DD Calmar Ratio 1.17
CAGR/Mean DD Pain Ratio 2.54
Current Volume 1531.4k
Average Volume 1914.8k

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)
Interest Coverage Ratio -3.77 (EBITDA TTM -26.7m / Interest Expense TTM -17.8m) >= 6 (WARN >= 3)

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) 46.07

1. Piotroski 4.50pt = -0.50
2. FCF Yield 0.43% = 0.21
3. FCF Margin 7.88% = 1.97
4. Debt/Equity data missing
5. Debt/Ebitda 29.13 = -2.50
6. ROIC - WACC (= -52.22)% = -12.50
7. RoE -5.14% = -0.86
8. Rev. Trend 95.48% = 7.16
9. EPS Trend 61.61% = 3.08

What is the price of SYM shares?

As of November 17, 2025, the stock is trading at USD 58.18 with a total of 1,531,400 shares traded.
Over the past week, the price has changed by -17.73%, over one month by -19.41%, over three months by +13.86% and over the past year by +90.38%.

Is Symbotic a good stock to buy?

No, based on ValueRay´s Fundamental Analyses, Symbotic (NASDAQ:SYM) is currently (November 2025) a stock to sell. It has a ValueRay Fundamental Rating of 46.07 and therefor a negative outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SYM is around 80.78 USD . This means that SYM is currently undervalued and has a potential upside of +38.84% (Margin of Safety).

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 50.8 -12.7%
Analysts Target Price 50.8 -12.7%
ValueRay Target Price 95 63.3%

SYM Fundamental Data Overview November 11, 2025

Market Cap USD = 41.22b (41.22b USD * 1.0 USD.USD)
P/E Forward = 555.5556
P/S = 18.7943
P/B = 33.6026
P/EG = 18.5211
Beta = 2.11
Revenue TTM = 2.19b USD
EBIT TTM = -67.0m USD
EBITDA TTM = -26.7m USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = -777.6m USD (from netDebt column, last quarter)
Enterprise Value = 40.44b USD (41.22b + (null Debt) - CCE 777.6m)
Interest Coverage Ratio = -3.77 (Ebit TTM -67.0m / Interest Expense TTM -17.8m)
FCF Yield = 0.43% (FCF TTM 172.7m / Enterprise Value 40.44b)
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)
Gross Margin QoQ = 18.18% (prev 19.58%)
Tobins Q-Ratio = 22.13 (Enterprise Value 40.44b / Total Assets 1.83b)
Interest Expense / Debt = unknown (Interest Expense 114.2m / Debt none)
Taxrate = -13.59% (negative due to tax credits) (3.82m / -28.1m)
NOPAT = -76.1m (EBIT -67.0m * (1 - -13.59%)) [loss with tax shield] [negative tax rate / tax credits]
Current Ratio = 1.08 (Total Current Assets 1.43b / Total Current Liabilities 1.32b)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = 29.13 (negative EBITDA) (Net Debt -777.6m / EBITDA -26.7m)
Debt / FCF = -4.50 (Net Debt -777.6m / FCF TTM 172.7m)
Total Stockholder Equity = 204.0m (last 4 quarters mean from totalStockholderEquity)
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 = -13.14% (EBIT -67.0m / Capital Employed (Total Assets 1.83b - Current Liab 1.32b))
RoIC = -37.59% (negative operating profit) (NOPAT -76.1m / Invested Capital 202.5m)
WACC = 14.63% (E(41.22b)/V(41.22b) * Re(14.63%) + (debt-free company))
Discount Rate = 14.63% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 14.48%
[DCF Debug] Terminal Value 47.01% ; FCFE base≈128.4m ; Y1≈84.3m ; Y5≈38.5m
Fair Price DCF = 3.30 (DCF Value 366.9m / Shares Outstanding 111.3m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 61.61 | EPS CAGR: 95.22% | SUE: -0.77 | # QB: 0
Revenue Correlation: 95.48 | Revenue CAGR: 37.96% | SUE: 1.69 | # QB: 1

Additional Sources for SYM Stock

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Fund Manager Positions: Dataroma | Stockcircle