(SYM) Symbotic - Ratings and Ratios
Exchange: NASDAQ •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US87151X1019
Robotic, Warehouse, Automation, Pallet, Case
Dividends
Currently no dividends paid| Risk via 10d forecast | |
|---|---|
| Volatility | 118% |
| Value at Risk 5%th | 170% |
| Relative Tail Risk | -12.27% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.28 |
| Alpha | 104.94 |
| CAGR/Max DD | 1.03 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.339 |
| Beta | 2.329 |
| Beta Downside | 2.085 |
| Drawdowns 3y | |
|---|---|
| Max DD | 72.46% |
| Mean DD | 33.48% |
| Median DD | 34.23% |
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.
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 (= -61.64)% |
| 7. RoE -8.12% |
| 8. Rev. Trend 91.44% |
| 9. EPS Trend 67.07% |
What is the price of SYM shares?
As of December 08, 2025, the stock is trading at USD 59.70 with a total of 12,077,098 shares traded.
Over the past week, the price has changed by -30.01%, over one month by -14.47%, over three months by +25.43% and over the past year by +109.11%.
Over the past week, the price has changed by -30.01%, over one month by -14.47%, over three months by +25.43% and over the past year by +109.11%.
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 | 3.4% |
| Analysts Target Price | 61.7 | 3.4% |
| ValueRay Target Price | 91.5 | 53.3% |
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 = 14.59% (E(43.40b)/V(43.44b) * Re(14.60%) + (debt cost/tax rate unavailable))
Discount Rate = 14.60% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 14.20%
[DCF Debug] Terminal Value 47.09% ; FCFE base≈787.9m ; Y1≈517.3m ; Y5≈236.6m
Fair Price DCF = 19.86 (DCF Value 2.26b / 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 = 14.59% (E(43.40b)/V(43.44b) * Re(14.60%) + (debt cost/tax rate unavailable))
Discount Rate = 14.60% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 14.20%
[DCF Debug] Terminal Value 47.09% ; FCFE base≈787.9m ; Y1≈517.3m ; Y5≈236.6m
Fair Price DCF = 19.86 (DCF Value 2.26b / 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