Symbotic Net Invested Capital vs Capital Surpluse Analysis

SYM Stock

USD 39.02 2.75 7.58%

Symbotic financial indicator trend analysis is much more than just breaking down Symbotic prevalent accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Symbotic is a good investment. Please check the relationship between Symbotic Net Invested Capital and its Capital Surpluse accounts. 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 manufacturing.

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

Net Invested Capital vs Capital Surpluse

Net Invested Capital vs Capital Surpluse Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Symbotic Net Invested Capital account and Capital Surpluse. At this time, the significance of the direction appears to have strong contrarian relationship.

The correlation between Symbotic's Net Invested Capital and Capital Surpluse is -0.6. Overlapping area represents the amount of variation of Net Invested Capital that can explain the historical movement of Capital Surpluse in the same time period over historical financial statements of Symbotic, assuming nothing else is changed. The correlation between historical values of Symbotic's Net Invested Capital and Capital Surpluse is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Net Invested Capital of Symbotic are associated (or correlated) with its Capital Surpluse. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Capital Surpluse has no effect on the direction of Net Invested Capital i.e., Symbotic's Net Invested Capital and Capital Surpluse go up and down completely randomly.

Correlation Coefficient

-0.6

Relationship Direction	Negative
Relationship Strength	Weak

View All Relationships

Net Invested Capital

The total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents.

Capital Surpluse

Most indicators from Symbotic's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Symbotic current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. 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 manufacturing.

To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.At this time, Symbotic's Selling General Administrative is very stable compared to the past year. As of the 22nd of November 2024, Enterprise Value is likely to grow to about 1.8 B, though Tax Provision is likely to grow to (4 M).

	2021	2022	2023	2024 (projected)
Total Operating Expenses	240.0M	413.0M	362.4M	243.0M
Cost Of Revenue	493.7M	987.2M	1.5B	1.6B

Total Operating Expenses Cost Of Revenue

Symbotic fundamental ratios Correlations

	Common Stock Shares Outstanding	Total Assets	Short Long Term Debt Total	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Other Liab	Net Tangible Assets	Property Plant And Equipment Net	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Net Receivables	Non Current Liabilities Total	Inventory	Other Current Assets	Other Stockholder Equity	Total Liab	Net Invested Capital	Property Plant And Equipment Gross
Common Stock Shares Outstanding		0.84	0.68	0.35	0.84	0.72	-0.74	0.73	0.85	0.84	-0.56	-0.58	0.83	0.67	0.85	0.85	-0.63	0.83	0.82	-0.74	0.83	0.05	0.73	-0.29	0.72	0.9
Total Assets	0.84		0.86	0.44	1.0	0.92	-0.94	0.93	0.91	1.0	-0.8	-0.84	0.99	0.83	0.99	0.95	-0.83	1.0	0.99	-0.94	1.0	-0.18	0.86	-0.48	0.92	0.93
Short Long Term Debt Total	0.68	0.86		0.77	0.89	0.77	-0.92	0.83	0.9	0.88	-0.92	-0.97	0.91	0.92	0.85	0.7	-1.0	0.9	0.92	-0.83	0.89	-0.64	0.97	-0.35	0.77	0.84
Other Current Liab	0.35	0.44	0.77		0.52	0.2	-0.46	0.29	0.57	0.51	-0.52	-0.68	0.51	0.52	0.48	0.35	-0.78	0.5	0.56	-0.29	0.47	-0.81	0.66	0.27	0.2	0.4
Total Current Liabilities	0.84	1.0	0.89	0.52		0.89	-0.93	0.91	0.92	1.0	-0.8	-0.85	1.0	0.82	1.0	0.95	-0.85	1.0	1.0	-0.91	0.99	-0.24	0.87	-0.41	0.89	0.92
Total Stockholder Equity	0.72	0.92	0.77	0.2	0.89		-0.96	1.0	0.86	0.89	-0.88	-0.82	0.92	0.89	0.86	0.79	-0.75	0.92	0.89	-1.0	0.93	-0.13	0.83	-0.74	1.0	0.92
Other Liab	-0.74	-0.94	-0.92	-0.46	-0.93	-0.96		-0.98	-0.93	-0.93	0.95	0.94	-0.96	-0.96	-0.9	-0.79	0.9	-0.96	-0.95	0.98	-0.97	0.36	-0.94	0.62	-0.96	-0.94
Net Tangible Assets	0.73	0.93	0.83	0.29	0.91	1.0	-0.98		0.89	0.91	-0.91	-0.87	0.94	0.92	0.88	0.8	-0.81	0.94	0.92	-1.0	0.95	-0.21	0.88	-0.71	1.0	0.93
Property Plant And Equipment Net	0.85	0.91	0.9	0.57	0.92	0.86	-0.93	0.89		0.91	-0.86	-0.9	0.93	0.91	0.89	0.8	-0.9	0.93	0.93	-0.89	0.92	-0.31	0.97	-0.36	0.86	0.98
Current Deferred Revenue	0.84	1.0	0.88	0.51	1.0	0.89	-0.93	0.91	0.91		-0.79	-0.85	0.99	0.82	1.0	0.95	-0.85	0.99	0.99	-0.91	0.99	-0.23	0.87	-0.41	0.89	0.92
Net Debt	-0.56	-0.8	-0.92	-0.52	-0.8	-0.88	0.95	-0.91	-0.86	-0.79		0.96	-0.85	-0.99	-0.74	-0.57	0.93	-0.85	-0.85	0.91	-0.85	0.56	-0.95	0.63	-0.88	-0.84
Retained Earnings	-0.58	-0.84	-0.97	-0.68	-0.85	-0.82	0.94	-0.87	-0.9	-0.85	0.96		-0.89	-0.95	-0.8	-0.65	0.98	-0.88	-0.89	0.87	-0.88	0.62	-0.97	0.42	-0.82	-0.83
Accounts Payable	0.83	0.99	0.91	0.51	1.0	0.92	-0.96	0.94	0.93	0.99	-0.85	-0.89		0.87	0.98	0.91	-0.88	1.0	1.0	-0.94	1.0	-0.28	0.9	-0.48	0.92	0.94
Cash	0.67	0.83	0.92	0.52	0.82	0.89	-0.96	0.92	0.91	0.82	-0.99	-0.95	0.87		0.77	0.61	-0.93	0.87	0.86	-0.92	0.87	-0.5	0.97	-0.6	0.89	0.9
Non Current Assets Total	0.85	0.99	0.85	0.48	1.0	0.86	-0.9	0.88	0.89	1.0	-0.74	-0.8	0.98	0.77		0.97	-0.81	0.98	0.98	-0.89	0.98	-0.17	0.83	-0.37	0.86	0.9
Non Currrent Assets Other	0.85	0.95	0.7	0.35	0.95	0.79	-0.79	0.8	0.8	0.95	-0.57	-0.65	0.91	0.61	0.97		-0.65	0.92	0.91	-0.8	0.91	0.04	0.69	-0.28	0.79	0.83
Other Assets	-0.63	-0.83	-1.0	-0.78	-0.85	-0.75	0.9	-0.81	-0.9	-0.85	0.93	0.98	-0.88	-0.93	-0.81	-0.65		-0.87	-0.9	0.81	-0.86	0.68	-0.97	0.33	-0.75	-0.82
Cash And Short Term Investments	0.83	1.0	0.9	0.5	1.0	0.92	-0.96	0.94	0.93	0.99	-0.85	-0.88	1.0	0.87	0.98	0.92	-0.87		1.0	-0.94	1.0	-0.27	0.9	-0.48	0.92	0.94
Net Receivables	0.82	0.99	0.92	0.56	1.0	0.89	-0.95	0.92	0.93	0.99	-0.85	-0.89	1.0	0.86	0.98	0.91	-0.9	1.0		-0.92	0.99	-0.31	0.91	-0.42	0.89	0.93
Non Current Liabilities Total	-0.74	-0.94	-0.83	-0.29	-0.91	-1.0	0.98	-1.0	-0.89	-0.91	0.91	0.87	-0.94	-0.92	-0.89	-0.8	0.81	-0.94	-0.92		-0.95	0.2	-0.88	0.7	-1.0	-0.93
Inventory	0.83	1.0	0.89	0.47	0.99	0.93	-0.97	0.95	0.92	0.99	-0.85	-0.88	1.0	0.87	0.98	0.91	-0.86	1.0	0.99	-0.95		-0.25	0.89	-0.51	0.93	0.94
Other Current Assets	0.05	-0.18	-0.64	-0.81	-0.24	-0.13	0.36	-0.21	-0.31	-0.23	0.56	0.62	-0.28	-0.5	-0.17	0.04	0.68	-0.27	-0.31	0.2	-0.25		-0.53	0.01	-0.13	-0.16
Other Stockholder Equity	0.73	0.86	0.97	0.66	0.87	0.83	-0.94	0.88	0.97	0.87	-0.95	-0.97	0.9	0.97	0.83	0.69	-0.97	0.9	0.91	-0.88	0.89	-0.53		-0.41	0.83	0.92
Total Liab	-0.29	-0.48	-0.35	0.27	-0.41	-0.74	0.62	-0.71	-0.36	-0.41	0.63	0.42	-0.48	-0.6	-0.37	-0.28	0.33	-0.48	-0.42	0.7	-0.51	0.01	-0.41		-0.74	-0.5
Net Invested Capital	0.72	0.92	0.77	0.2	0.89	1.0	-0.96	1.0	0.86	0.89	-0.88	-0.82	0.92	0.89	0.86	0.79	-0.75	0.92	0.89	-1.0	0.93	-0.13	0.83	-0.74		0.92
Property Plant And Equipment Gross	0.9	0.93	0.84	0.4	0.92	0.92	-0.94	0.93	0.98	0.92	-0.84	-0.83	0.94	0.9	0.9	0.83	-0.82	0.94	0.93	-0.93	0.94	-0.16	0.92	-0.5	0.92

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Symbotic Account Relationship Matchups

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When determining whether Symbotic is a strong investment it is important to analyze Symbotic's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Symbotic's future performance. For an informed investment choice regarding Symbotic Stock, refer to the following important reports:

How To Invest In Symbotic

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Is Symbotic Stock a good investment?

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What is Symbotic's Net Worth?

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Largest Specialty Industrial Machinery Companies

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Largest Industrials Companies

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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 manufacturing.

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

You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.

Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Symbotic. If investors know Symbotic will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Symbotic listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Earnings Share

(0.08)

Revenue Per Share

18.861

Quarterly Revenue Growth

0.577

Return On Assets

(0.05)

Return On Equity

(0.57)

The market value of Symbotic is measured differently than its book value, which is the value of Symbotic that is recorded on the company's balance sheet. Investors also form their own opinion of Symbotic's value that differs from its market value or its book value, called intrinsic value, which is Symbotic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Symbotic's market value can be influenced by many factors that don't directly affect Symbotic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Symbotic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Symbotic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Symbotic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Symbotic Net Invested Capital vs Capital Surpluse Analysis

Net Invested Capital vs Capital Surpluse

Net Invested Capital vs Capital Surpluse Correlation Analysis

Correlation Coefficient

Net Invested Capital

Capital Surpluse

Symbotic fundamental ratios Correlations

Symbotic Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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Total Current Liabilities	+ 1.0	Total Assets
Current Deferred Revenue	+ 1.0	Total Assets
Cash And Short Term Investments	+ 1.0	Total Assets
Inventory	+ 1.0	Total Assets
Current Deferred Revenue	+ 1.0	Total Current Liabilities
Accounts Payable	+ 1.0	Total Current Liabilities

Net Invested Capital	- 1.0	Non Current Liabilities Total
Non Current Liabilities Total	- 1.0	Net Tangible Assets
Non Current Liabilities Total	- 1.0	Total Stockholder Equity
Other Assets	- 1.0	Short Long Term Debt Total
Cash	- 0.99	Net Debt
Net Tangible Assets	- 0.98	Other Liab