SYMBOTIC INC (SYM) Stock Fundamental Analysis

NASDAQ:SYM • US87151X1019

54.78 USD
-2.64 (-4.6%)
At close: Feb 27, 2026
54.78 USD
0 (0%)
After Hours: 2/27/2026, 8:00:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall SYM gets a fundamental rating of 4 out of 10. We evaluated SYM against 130 industry peers in the Machinery industry. The financial health of SYM is average, but there are quite some concerns on its profitability. SYM shows excellent growth, but is valued quite expensive already.


Dividend Valuation Growth Profitability Health

1

1. Profitability

1.1 Basic Checks

  • In the past year SYM was profitable.
  • In the past year SYM had a positive cash flow from operations.
  • SYM had negative earnings in each of the past 5 years.
  • The reported operating cash flow has been mixed in the past 5 years: SYM reported negative operating cash flow in multiple 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 2025 0 200M -200M 400M 600M 800M

1.2 Ratios

  • Looking at the Return On Assets, with a value of -0.36%, SYM is doing worse than 70.77% of the companies in the same industry.
  • SYM has a worse Return On Equity (-1.64%) than 69.23% of its industry peers.
Industry RankSector Rank
ROA -0.36%
ROE -1.64%
ROIC N/A
ROA(3y)-1.28%
ROA(5y)-12.05%
ROE(3y)-9706.46%
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 2025 0 -5K -10K -15K -20K -25K

1.3 Margins

  • SYM's Gross Margin of 19.91% is on the low side compared to the rest of the industry. SYM is outperformed by 72.31% of its industry peers.
  • In the last couple of years the Gross Margin of SYM has grown nicely.
  • 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 19.91%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y3.86%
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 2025 0 -50 -100 -150

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ROAROEROICOperating and Profit MarginShow most profitable peers

6

2. Health

2.1 Basic Checks

  • SYM does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • Compared to 1 year ago, SYM has more shares outstanding
  • The number of shares outstanding for SYM has been increased compared to 5 years 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 2025 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 2025 500M 1B 1.5B 2B

2.2 Solvency

  • An Altman-Z score of 8.89 indicates that SYM is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of SYM (8.89) is better than 93.08% 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 8.89
ROIC/WACCN/A
WACC9.12%
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 2025 0 200M -200M 400M 600M

2.3 Liquidity

  • SYM has a Current Ratio of 1.38. This is a normal value and indicates that SYM is financially healthy and should not expect problems in meeting its short term obligations.
  • SYM's Current ratio of 1.38 is on the low side compared to the rest of the industry. SYM is outperformed by 79.23% of its industry peers.
  • SYM has a Quick Ratio of 1.28. 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 Quick ratio (1.28) which is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.38
Quick Ratio 1.28
SYM Yearly Current Assets VS Current LiabilitesSYM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

8

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 969.57% over the past year.
  • Looking at the last year, SYM shows a very strong growth in Revenue. The Revenue has grown by 25.38%.
  • The Revenue has been growing by 89.44% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)969.57%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%1850%
Revenue 1Y (TTM)25.38%
Revenue growth 3Y55.87%
Revenue growth 5Y89.44%
Sales Q2Q%29.44%

3.2 Future

  • SYM is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 91.94% yearly.
  • SYM is expected to show a strong growth in Revenue. In the coming years, the Revenue will grow by 24.03% yearly.
EPS Next Y407.67%
EPS Next 2Y176.22%
EPS Next 3Y88.96%
EPS Next 5Y91.94%
Revenue Next Year24.16%
Revenue Next 2Y26.01%
Revenue Next 3Y24.73%
Revenue Next 5Y24.03%

3.3 Evolution

  • The estimated forward Revenue growth is still strong, although it is decreasing when compared to the stronger growth in 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 2B 4B 6B
SYM Yearly EPS VS EstimatesSYM Yearly EPS VS EstimatesYearly EPS VS Estimates 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 0 1 2 3

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Find the best growth stocksShow best growing peers

2

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 273.90, 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 70.77% of the companies are valued more cheaply.
  • SYM's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 27.07.
  • A Price/Forward Earnings ratio of 56.98 indicates a quite expensive valuation of SYM.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SYM indicates a slightly more expensive valuation: SYM is more expensive than 70.00% of the companies listed in the same industry.
  • SYM's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 28.05.
Industry RankSector Rank
PE 273.9
Fwd PE 56.98
SYM Price Earnings VS Forward Price EarningsSYM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 50 100 150 200 250

4.2 Price Multiples

  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of SYM is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 42.31
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 88.96% in the coming years.
PEG (NY)0.67
PEG (5Y)N/A
EPS Next 2Y176.22%
EPS Next 3Y88.96%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. Dividend

5.1 Amount

  • No dividends for SYM!.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

SYMBOTIC INC

NASDAQ:SYM (2/27/2026, 8:00:00 PM)

After market: 54.78 0 (0%)

54.78

-2.64 (-4.6%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryMachinery
Earnings (Last)02-04
Earnings (Next)05-05
Inst Owners72.03%
Inst Owner Change32.22%
Ins Owners0.31%
Ins Owner Change-1.74%
Market Cap32.99B
Revenue(TTM)2.39B
Net Income(TTM)-10.86M
Analysts68
Price Target64.25 (17.29%)
Short Float %11.77%
Short Ratio4.86
Dividend
Industry RankSector Rank
Dividend Yield 0%
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)0
Avg EPS beat(2)-57.99%
Min EPS beat(2)-71.53%
Max EPS beat(2)-44.44%
EPS beat(4)1
Avg EPS beat(4)-15.9%
Min EPS beat(4)-121.96%
Max EPS beat(4)174.34%
EPS beat(8)2
Avg EPS beat(8)-45.94%
EPS beat(12)4
Avg EPS beat(12)-44.23%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)0.74%
Min Revenue beat(2)0.1%
Max Revenue beat(2)1.38%
Revenue beat(4)4
Avg Revenue beat(4)3.53%
Min Revenue beat(4)0.1%
Max Revenue beat(4)9.94%
Revenue beat(8)7
Avg Revenue beat(8)5.03%
Revenue beat(12)10
Avg Revenue beat(12)8.45%
Revenue beat(16)13
Avg Revenue beat(16)13.07%
PT rev (1m)3.88%
PT rev (3m)23.24%
EPS NQ rev (1m)18.95%
EPS NQ rev (3m)8.15%
EPS NY rev (1m)0.53%
EPS NY rev (3m)1.99%
Revenue NQ rev (1m)3.81%
Revenue NQ rev (3m)4.27%
Revenue NY rev (1m)2.08%
Revenue NY rev (3m)3.74%
Valuation
Industry RankSector Rank
PE 273.9
Fwd PE 56.98
P/S 13.8
P/FCF 42.31
P/OCF 38.65
P/B 49.7
P/tB 62.41
EV/EBITDA N/A
EPS(TTM)0.2
EY0.37%
EPS(NY)0.96
Fwd EY1.75%
FCF(TTM)1.29
FCFY2.36%
OCF(TTM)1.42
OCFY2.59%
SpS3.97
BVpS1.1
TBVpS0.88
PEG (NY)0.67
PEG (5Y)N/A
Graham Number2.23
Profitability
Industry RankSector Rank
ROA -0.36%
ROE -1.64%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 19.91%
FCFM 32.62%
ROA(3y)-1.28%
ROA(5y)-12.05%
ROE(3y)-9706.46%
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
ROICexgc growth 3YN/A
ROICexgc 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 3Y3.86%
GM growth 5YN/A
F-Score6
Asset Turnover0.8
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr 181.31%
Cap/Sales 3.08%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.38
Quick Ratio 1.28
Altman-Z 8.89
F-Score6
WACC9.12%
ROIC/WACCN/A
Cap/Depr(3y)172.71%
Cap/Depr(5y)217.85%
Cap/Sales(3y)2.4%
Cap/Sales(5y)3.02%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)969.57%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%1850%
EPS Next Y407.67%
EPS Next 2Y176.22%
EPS Next 3Y88.96%
EPS Next 5Y91.94%
Revenue 1Y (TTM)25.38%
Revenue growth 3Y55.87%
Revenue growth 5Y89.44%
Sales Q2Q%29.44%
Revenue Next Year24.16%
Revenue Next 2Y26.01%
Revenue Next 3Y24.73%
Revenue Next 5Y24.03%
EBIT growth 1Y60.39%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year410.26%
EBIT Next 3Y109.62%
EBIT Next 5Y83.89%
FCF growth 1Y779.23%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y757.36%
OCF growth 3YN/A
OCF growth 5YN/A

SYMBOTIC INC / SYM FAQ

Can you provide the ChartMill fundamental rating for SYMBOTIC INC?

ChartMill assigns a fundamental rating of 4 / 10 to SYM.


What is the valuation status for SYM stock?

ChartMill assigns a valuation rating of 2 / 10 to SYMBOTIC INC (SYM). This can be considered as Overvalued.


How profitable is SYMBOTIC INC (SYM) stock?

SYMBOTIC INC (SYM) has a profitability rating of 1 / 10.


What is the valuation of SYMBOTIC INC based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SYMBOTIC INC (SYM) is 273.9 and the Price/Book (PB) ratio is 49.7.


What is the earnings growth outlook for SYMBOTIC INC?

The Earnings per Share (EPS) of SYMBOTIC INC (SYM) is expected to grow by 407.67% in the next year.