Symbotic Stock Performance
| SYM Stock | USD 55.10 3.89 6.59% |
The entity has a beta of 3.46, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Symbotic will likely underperform. At this point, Symbotic has a negative expected return of -0.36%. Please make sure to validate Symbotic's information ratio, kurtosis, as well as the relationship between the Kurtosis and relative strength index , to decide if Symbotic performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Symbotic has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's basic indicators remain very healthy which may send shares a bit higher in March 2026. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (6.59) | Five Day Return (13.49) | Year To Date Return (15.06) | Ten Year Return 437.56 | All Time Return 437.56 |
1 | Disposition of tradable shares by Krasnow Todd of Symbotic at 78.445 subject to Rule 16b-3 | 11/04/2025 |
2 | SYM vs. BMNR Which Technology Services Stock Has an Edge Right Now | 12/05/2025 |
3 | Disposition of 100 shares by Boyd William M Iii of Symbotic at 61.71 subject to Rule 16b-3 | 12/15/2025 |
4 | Symbotic Inc. Is a Trending Stock Facts to Know Before Betting on It | 12/18/2025 |
5 | Symbotics Bullish Thesis Intact as TD Cowen Highlights Major Customer Acquisition, Deployment Acceleration Despite High Valuation | 12/31/2025 |
6 | SYM vs. COHR Which Technology Services Stock Is Better-Placed Now | 01/08/2026 |
7 | Why Symbotic Inc. Dipped More Than Broader Market Today | 01/13/2026 |
8 | Symbotic Announces Date for Reporting First Quarter Fiscal Year 2026 Financial Results | 01/14/2026 |
9 | Symbotic Trading Down 6.4 percent Heres What Happened | 01/21/2026 |
10 | Symbotic Valuation Check After Recent Share Price Pullback And Strong One Year Return | 01/22/2026 |
11 | Acquisition by Freve Maria G of 1144 shares of Symbotic subject to Rule 16b-3 | 01/23/2026 |
12 | Can Symbotic Turn Retail Automation Momentum Into a More Durable Profit Engine | 01/26/2026 |
| Begin Period Cash Flow | 730.4 M | |
| Total Cashflows From Investing Activities | -350.7 M |
Symbotic Relative Risk vs. Return Landscape
If you would invest 8,095 in Symbotic on October 31, 2025 and sell it today you would lose (2,585) from holding Symbotic or give up 31.93% of portfolio value over 90 days. Symbotic is generating negative expected returns assuming volatility of 7.5971% on return distribution over 90 days investment horizon. In other words, 68% of stocks are less volatile than Symbotic, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Symbotic Target Price Odds to finish over Current Price
The tendency of Symbotic Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 55.10 | 90 days | 55.10 | about 89.61 |
Based on a normal probability distribution, the odds of Symbotic to move above the current price in 90 days from now is about 89.61 (This Symbotic probability density function shows the probability of Symbotic Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon the stock has the beta coefficient of 3.46 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Symbotic will likely underperform. Additionally Symbotic has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Symbotic Price Density |
| Price |
Predictive Modules for Symbotic
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Symbotic. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Symbotic's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Symbotic Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Symbotic is not an exception. The market had few large corrections towards the Symbotic's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Symbotic, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Symbotic within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.28 | |
β | Beta against Dow Jones | 3.46 | |
σ | Overall volatility | 8.28 | |
Ir | Information ratio | -0.02 |
Symbotic Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Symbotic for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Symbotic can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Symbotic generated a negative expected return over the last 90 days | |
| Symbotic has high historical volatility and very poor performance | |
| The company reported the last year's revenue of 2.25 B. Reported Net Loss for the year was (14.11 M) with profit before taxes, overhead, and interest of 421.97 M. | |
| About 71.0% of the company shares are owned by institutional investors | |
| Latest headline from simplywall.st: Can Symbotic Turn Retail Automation Momentum Into a More Durable Profit Engine |
Symbotic Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Symbotic Stock often depends not only on the future outlook of the current and potential Symbotic's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Symbotic's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 108.7 M | |
| Cash And Short Term Investments | 1.2 B |
Symbotic Fundamentals Growth
Symbotic Stock prices reflect investors' perceptions of the future prospects and financial health of Symbotic, and Symbotic fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Symbotic Stock performance.
| Return On Equity | -0.21 | ||||
| Return On Asset | -0.0256 | ||||
| Profit Margin | (0.01) % | ||||
| Operating Margin | (0.01) % | ||||
| Current Valuation | 5.46 B | ||||
| Shares Outstanding | 113.61 M | ||||
| Price To Book | 30.28 X | ||||
| Price To Sales | 14.54 X | ||||
| Revenue | 2.25 B | ||||
| Gross Profit | 421.97 M | ||||
| EBITDA | (48 M) | ||||
| Net Income | (14.11 M) | ||||
| Cash And Equivalents | 353.46 M | ||||
| Cash Per Share | 6.12 X | ||||
| Total Debt | 31.68 M | ||||
| Current Ratio | 1.16 X | ||||
| Book Value Per Share | 1.97 X | ||||
| Cash Flow From Operations | 866.94 M | ||||
| Earnings Per Share | (0.16) X | ||||
| Market Capitalization | 32.66 B | ||||
| Total Asset | 2.4 B | ||||
| Retained Earnings | (1.34 B) | ||||
| Working Capital | 160.91 M | ||||
About Symbotic Performance
By examining Symbotic's fundamental ratios, stakeholders can obtain critical insights into Symbotic's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Symbotic is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 25.67 | 24.39 | |
| Return On Tangible Assets | (0.01) | (0.01) | |
| Return On Capital Employed | (0.21) | (0.22) | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.07) | (0.07) |
Things to note about Symbotic performance evaluation
Checking the ongoing alerts about Symbotic for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Symbotic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Symbotic generated a negative expected return over the last 90 days | |
| Symbotic has high historical volatility and very poor performance | |
| The company reported the last year's revenue of 2.25 B. Reported Net Loss for the year was (14.11 M) with profit before taxes, overhead, and interest of 421.97 M. | |
| About 71.0% of the company shares are owned by institutional investors | |
| Latest headline from simplywall.st: Can Symbotic Turn Retail Automation Momentum Into a More Durable Profit Engine |
- Analyzing Symbotic's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Symbotic's stock is overvalued or undervalued compared to its peers.
- Examining Symbotic's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Symbotic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Symbotic's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Symbotic's stock. These opinions can provide insight into Symbotic's potential for growth and whether the stock is currently undervalued or overvalued.
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 services. To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Will Industrial Machinery & Supplies & Components sector continue expanding? Could Symbotic diversify its offerings? 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. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Symbotic data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Earnings Share (0.16) | Revenue Per Share | Quarterly Revenue Growth 0.095 | Return On Assets | Return On Equity |
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. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. 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. Meanwhile, Symbotic's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.