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SYMBOTIC INC (SYM) Stock Fundamental Analysis

NASDAQ:SYM - US87151X1019 - Common Stock

49.34 USD
+1.61 (+3.37%)
Last: 8/28/2025, 8:00:00 PM
49.22 USD
-0.12 (-0.24%)
After Hours: 8/28/2025, 8:00:00 PM
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to SYM. SYM was compared to 127 industry peers in the Machinery industry. SYM scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. SYM is valued quite expensively, but it does show have an excellent growth rating.


Dividend Valuation Growth Profitability Health

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1

1. Profitability

1.1 Basic Checks

In the past year SYM was profitable.
SYM had a positive operating cash flow in the past year.
In the past 5 years SYM always reported negative net income.
In multiple years SYM reported negative operating cash flow during the last 5 years.
SYM Yearly Net Income VS EBIT VS OCF VS FCFSYM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2019 2020 2021 2022 2023 2024 0 100M -100M 200M -200M

1.2 Ratios

SYM has a Return On Assets of -0.87%. This is in the lower half of the industry: SYM underperforms 69.29% of its industry peers.
Looking at the Return On Equity, with a value of -7.50%, SYM is doing worse than 73.23% of the companies in the same industry.
Industry RankSector Rank
ROA -0.87%
ROE -7.5%
ROIC N/A
ROA(3y)-1.41%
ROA(5y)-24.27%
ROE(3y)-9735.85%
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
SYM Yearly ROA, ROE, ROICSYM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2019 2020 2021 2022 2023 2024 0 -5K -10K -15K -20K -25K

1.3 Margins

With a Gross Margin value of 16.86%, SYM is not doing good in the industry: 79.53% of the companies in the same industry are doing better.
SYM's Gross Margin has improved in the last couple of years.
SYM does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 16.86%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y49.29%
GM growth 5YN/A
SYM Yearly Profit, Operating, Gross MarginsSYM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2019 2020 2021 2022 2023 2024 0 -50 -100 -150

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6

2. Health

2.1 Basic Checks

SYM does not have a ROIC to compare to the WACC, probably because it is not profitable.
The number of shares outstanding for SYM has been increased compared to 1 year ago.
There is no outstanding debt for SYM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
SYM Yearly Shares OutstandingSYM Yearly Shares OutstandingYearly Shares Outstanding 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M
SYM Yearly Total Debt VS Total AssetsSYM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2020 2021 2022 2023 2024 500M 1B 1.5B

2.2 Solvency

An Altman-Z score of 10.50 indicates that SYM is not in any danger for bankruptcy at the moment.
The Altman-Z score of SYM (10.50) is better than 93.70% of its industry peers.
There is no outstanding debt for SYM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 10.5
ROIC/WACCN/A
WACC9.89%
SYM Yearly LT Debt VS Equity VS FCFSYM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2019 2020 2021 2022 2023 2024 0 100M -100M 200M -200M

2.3 Liquidity

SYM has a Current Ratio of 1.08. This is a normal value and indicates that SYM is financially healthy and should not expect problems in meeting its short term obligations.
SYM has a Current ratio of 1.08. This is amonst the worse of the industry: SYM underperforms 85.83% of its industry peers.
A Quick Ratio of 0.98 indicates that SYM may have some problems paying its short term obligations.
The Quick ratio of SYM (0.98) is worse than 65.35% of its industry peers.
Industry RankSector Rank
Current Ratio 1.08
Quick Ratio 0.98
SYM Yearly Current Assets VS Current LiabilitesSYM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

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8

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 186.39% over the past year.
Looking at the last year, SYM shows a very strong growth in Revenue. The Revenue has grown by 27.17%.
Measured over the past years, SYM shows a very strong growth in Revenue. The Revenue has been growing by 77.99% on average per year.
EPS 1Y (TTM)186.39%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%678.95%
Revenue 1Y (TTM)27.17%
Revenue growth 3Y92.19%
Revenue growth 5Y77.99%
Sales Q2Q%20.38%

3.2 Future

Based on estimates for the next years, SYM will show a very strong growth in Earnings Per Share. The EPS will grow by 121.68% on average per year.
The Revenue is expected to grow by 23.18% on average over the next years. This is a very strong growth
EPS Next Y741.4%
EPS Next 2Y343.48%
EPS Next 3Y169.77%
EPS Next 5Y121.68%
Revenue Next Year27.02%
Revenue Next 2Y23.59%
Revenue Next 3Y25.87%
Revenue Next 5Y23.18%

3.3 Evolution

Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
SYM Yearly Revenue VS EstimatesSYM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 1B 2B 3B 4B 5B
SYM Yearly EPS VS EstimatesSYM Yearly EPS VS EstimatesYearly EPS VS Estimates 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 0 0.5 1 1.5 2 2.5

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2

4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 328.93, the valuation of SYM can be described as expensive.
Based on the Price/Earnings ratio, SYM is valued a bit more expensive than the industry average as 72.44% of the companies are valued more cheaply.
The average S&P500 Price/Earnings ratio is at 27.17. SYM is valued rather expensively when compared to this.
Based on the Price/Forward Earnings ratio of 71.61, the valuation of SYM can be described as expensive.
SYM's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. SYM is more expensive than 70.08% of the companies in the same industry.
SYM is valuated expensively when we compare the Price/Forward Earnings ratio to 22.78, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 328.93
Fwd PE 71.61
SYM Price Earnings VS Forward Price EarningsSYM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 100 200 300

4.2 Price Multiples

Based on the Price/Free Cash Flow ratio, SYM is valued a bit more expensive than the industry average as 71.65% of the companies are valued more cheaply.
Industry RankSector Rank
P/FCF 168.06
EV/EBITDA N/A
SYM Per share dataSYM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 1 2 3

4.3 Compensation for Growth

The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
A more expensive valuation may be justified as SYM's earnings are expected to grow with 169.76% in the coming years.
PEG (NY)0.44
PEG (5Y)N/A
EPS Next 2Y343.48%
EPS Next 3Y169.77%

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0

5. Dividend

5.1 Amount

No dividends for SYM!.
Industry RankSector Rank
Dividend Yield N/A

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SYMBOTIC INC

NASDAQ:SYM (8/28/2025, 8:00:00 PM)

After market: 49.22 -0.12 (-0.24%)

49.34

+1.61 (+3.37%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryMachinery
Earnings (Last)08-06 2025-08-06/amc
Earnings (Next)11-17 2025-11-17/bmo
Inst Owners82.54%
Inst Owner Change0.07%
Ins Owners0.46%
Ins Owner Change-0.01%
Market Cap29.13B
Analysts73.04
Price Target47.95 (-2.82%)
Short Float %14.61%
Short Ratio5.07
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)26.19%
Min EPS beat(2)-121.96%
Max EPS beat(2)174.34%
EPS beat(4)2
Avg EPS beat(4)-15.32%
Min EPS beat(4)-121.96%
Max EPS beat(4)174.34%
EPS beat(8)4
Avg EPS beat(8)-18.85%
EPS beat(12)4
Avg EPS beat(12)-49.64%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)6.32%
Min Revenue beat(2)2.7%
Max Revenue beat(2)9.94%
Revenue beat(4)3
Avg Revenue beat(4)8.06%
Min Revenue beat(4)-1.85%
Max Revenue beat(4)21.43%
Revenue beat(8)6
Avg Revenue beat(8)8.02%
Revenue beat(12)10
Avg Revenue beat(12)13.62%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)24.11%
PT rev (3m)42.96%
EPS NQ rev (1m)2.7%
EPS NQ rev (3m)-24.22%
EPS NY rev (1m)18.57%
EPS NY rev (3m)28.11%
Revenue NQ rev (1m)-3.45%
Revenue NQ rev (3m)-10.2%
Revenue NY rev (1m)1.12%
Revenue NY rev (3m)0.76%
Valuation
Industry RankSector Rank
PE 328.93
Fwd PE 71.61
P/S 13.67
P/FCF 168.06
P/OCF 123
P/B 138.24
P/tB 432.92
EV/EBITDA N/A
EPS(TTM)0.15
EY0.3%
EPS(NY)0.69
Fwd EY1.4%
FCF(TTM)0.29
FCFY0.6%
OCF(TTM)0.4
OCFY0.81%
SpS3.61
BVpS0.36
TBVpS0.11
PEG (NY)0.44
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA -0.87%
ROE -7.5%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 16.86%
FCFM 8.13%
ROA(3y)-1.41%
ROA(5y)-24.27%
ROE(3y)-9735.85%
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y49.29%
GM growth 5YN/A
F-Score6
Asset Turnover1.17
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr 156.6%
Cap/Sales 2.98%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.08
Quick Ratio 0.98
Altman-Z 10.5
F-Score6
WACC9.89%
ROIC/WACCN/A
Cap/Depr(3y)206.19%
Cap/Depr(5y)195.83%
Cap/Sales(3y)2.24%
Cap/Sales(5y)3.42%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)186.39%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%678.95%
EPS Next Y741.4%
EPS Next 2Y343.48%
EPS Next 3Y169.77%
EPS Next 5Y121.68%
Revenue 1Y (TTM)27.17%
Revenue growth 3Y92.19%
Revenue growth 5Y77.99%
Sales Q2Q%20.38%
Revenue Next Year27.02%
Revenue Next 2Y23.59%
Revenue Next 3Y25.87%
Revenue Next 5Y23.18%
EBIT growth 1Y34%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year253.85%
EBIT Next 3Y95.26%
EBIT Next 5Y70.45%
FCF growth 1Y61.72%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y75.72%
OCF growth 3YN/A
OCF growth 5YN/A