Symbotic Correlations

SYM Stock

USD 64.87 5.37 9.03%

The current 90-days correlation between Symbotic and Roper Technologies is -0.03 (i.e., Good diversification). A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Symbotic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Symbotic moves in either direction, the perfectly negatively correlated security will move in the opposite direction.

Symbotic Correlation With Market

Weak diversification

The correlation between Symbotic and DJI is 0.36 (i.e., Weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Symbotic and DJI in the same portfolio, assuming nothing else is changed.

Build AI portfolio with Symbotic Stock

Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Symbotic. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.

To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.

Moving together with Symbotic Stock

0.62

MIR

Mirion Technologies

Pair Corr

Moving against Symbotic Stock

0.47	GTLS	Chart Industries	Pair Corr
0.39	600765	AVIC Heavy Machinery	Pair Corr
0.33	PH	Parker Hannifin	Pair Corr

Related Correlations Analysis

	ROP	AME	FERG	ROK	PCAR	FAST	GWW	CARR	CMI	FER
ROP		-0.76	-0.13	-0.81	-0.56	0.75	-0.22	0.62	-0.73	-0.74	ROP
AME	-0.76		-0.19	0.86	0.83	-0.51	0.67	-0.59	0.86	0.74	AME
FERG	-0.13	-0.19		-0.07	-0.39	-0.32	-0.54	0.32	-0.24	0.05	FERG
ROK	-0.81	0.86	-0.07		0.85	-0.56	0.53	-0.69	0.96	0.88	ROK
PCAR	-0.56	0.83	-0.39	0.85		-0.28	0.82	-0.6	0.88	0.78	PCAR
FAST	0.75	-0.51	-0.32	-0.56	-0.28		0.01	0.63	-0.46	-0.67	FAST
GWW	-0.22	0.67	-0.54	0.53	0.82	0.01		-0.28	0.57	0.52	GWW
CARR	0.62	-0.59	0.32	-0.69	-0.6	0.63	-0.28		-0.74	-0.67	CARR
CMI	-0.73	0.86	-0.24	0.96	0.88	-0.46	0.57	-0.74		0.79	CMI
FER	-0.74	0.74	0.05	0.88	0.78	-0.67	0.52	-0.67	0.79		FER
	ROP	AME	FERG	ROK	PCAR	FAST	GWW	CARR	CMI	FER

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Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

CMI	+ 0.96	ROK
FER	+ 0.88	ROK
CMI	+ 0.88	PCAR
ROK	+ 0.86	AME
CMI	+ 0.86	AME
PCAR	+ 0.85	ROK

High negative correlations

ROK	- 0.81	ROP
AME	- 0.76	ROP
CMI	- 0.74	CARR
FER	- 0.74	ROP
CMI	- 0.73	ROP
CARR	- 0.69	ROK

Risk-Adjusted Indicators

There is a big difference between Symbotic Stock performing well and Symbotic Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Symbotic's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ROP	0.89	(0.23)	0.00	(0.54)	0.00	0.00	1.71	(2.18)	7.54
AME	1.02	0.11	0.11	0.18	0.75	(1.32)	2.31	(1.65)	9.36
FERG	1.24	(0.07)	(0.02)	0.01	2.07	(1.13)	2.31	(2.38)	11.07
ROK	1.13	0.12	0.11	0.14	1.19	(1.24)	2.44	(1.91)	8.52
PCAR	1.20	0.15	0.15	0.19	0.91	(1.59)	3.02	(1.89)	6.91
FAST	1.06	(0.32)	0.00	(0.48)	0.00	0.00	1.46	(2.00)	8.48
GWW	0.87	0.03	0.02	0.09	0.85	(1.05)	2.59	(1.52)	5.25
CARR	1.37	(0.24)	0.00	(0.10)	0.00	0.00	3.72	(2.74)	8.88
CMI	1.46	0.28	0.17	0.33	1.35	(1.65)	2.77	(2.55)	9.83
FER	0.90	0.13	0.11	0.35	0.77	(1.09)	2.43	(1.52)	6.10

Symbotic Corporate Management

Corey DuFresne	General VP	Profile
James Kuffner	Chief Officer	Profile
Miriam Ort	Chief Officer	Profile
Santhosh Daniel	Controller VP	Profile
Rob Krattiger	Senior Performance	Profile
Izilda Martins	Chief Officer	Profile

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