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SYM

NEUTRAL
$65.13 Live
Symbotic Inc. · NASDAQ
Target $64.81 (-0.5%)
$19.5 52W Range $87.88
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 21, 2026
Market cap
$39.23B
P/E
N/A
ROE
-9.0%
Profit margin
-0.5%
Debt/Equity
0.03
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Symbotic Inc. presents a profile of a high-growth company with a stable but not strong financial foundation, as evidenced by a Piotroski F-Score of 4/9. While the company maintains an exceptionally clean balance sheet with minimal debt (Debt/Equity 0.03), it is currently trading at an extreme valuation premium with a Price/Sales ratio of 16.41 and a PEG ratio of 6.02. A critical disconnect exists between steady revenue growth (29.4%) and a severe collapse in year-over-year EPS growth (-93.8%). The stock is currently priced at its analyst target mean, leaving little room for immediate upside given the bearish insider sentiment.

Key Strengths

Exceptionally low leverage (Debt/Equity 0.03)
Consistent revenue growth (29.4% YoY)
Strong track record of beating earnings estimates (3/4 last 4 quarters)
Healthy liquidity ratios (Current Ratio 1.38)
Strong 1-year price appreciation (+232%)

Key Risks

Extreme valuation multiples (Forward P/E 86.79, P/S 16.41)
Severe decline in EPS growth (-93.8% YoY)
Negative net profit margins (-0.47%)
Bearish insider activity with 12 sell transactions and 0 buys
Low gross margins (19.84%) for a specialized machinery provider

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
38
Weak
Value
15
Future
50
Past
65
Health
60
Dividend
0
AI Verdict
Speculative Growth
Key drivers: Revenue growth, Balance sheet strength, Valuation risk, EPS contraction
Confidence
90%
Value
15/100

Forward P/E 86.79 and lack of Graham Number due to negative earnings.

Positives
No standout positives identified.
Watchpoints
  • P/S of 16.41 is excessive
  • PEG of 6.02 indicates significant overvaluation relative to growth
  • P/B of 12.09 is very high
Future
50/100

Growth is occurring in top-line revenue but not translating to bottom-line efficiency.

Positives
  • Steady 29% revenue growth
  • Strong analyst 'buy' recommendation
Watchpoints
  • Recent Q/Q EPS growth plummeted -96.6%
  • Profit margins remain negative
Past
65/100

Strong historical price momentum but slowing in the short term.

Positives
  • Massive 1-year return (+232%)
  • Consistent earnings surprises
Watchpoints
  • Recent 6-month trend is negative (-7.6%)
Health
60/100

Piotroski F-Score 4/9 indicates stability; Altman Z-Score not provided.

Positives
  • Very low debt levels
  • Stable Piotroski score (4/9)
Watchpoints
  • Negative ROE (-8.98%)
  • Negative ROA (-1.34%)
Dividend
0/100

Growth-stage company reinvesting all capital.

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$65.13
Analyst Target
$64.81
Upside/Downside
-0.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for SYM and closest competitors.

Updated 2026-04-20
SYM
Symbotic Inc.
Primary
5Y
+532.9%
3Y
+113.1%
1Y
+232.0%
6M
-7.6%
1M
+29.9%
1W
+19.3%
CPR
Copart, Inc.
Peer
5Y
+41.6%
3Y
+32.4%
1Y
-28.4%
6M
-35.6%
1M
-7.8%
1W
+1.4%
ESL
Elbit Systems Ltd.
Peer
5Y
+565.6%
3Y
+432.3%
1Y
+148.9%
6M
+76.5%
1M
+2.0%
1W
+2.7%
DAL
Delta Air Lines, Inc.
Peer
5Y
+35.8%
3Y
+99.1%
1Y
+78.1%
6M
+16.5%
1M
+8.3%
1W
-1.3%
BE
Bloom Energy Corporation
Peer
5Y
+276.3%
3Y
+479.8%
1Y
+423.6%
6M
+321.9%
1M
+57.7%
1W
-3.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
86.79
PEG Ratio
6.02
P/B Ratio
12.09
P/S Ratio
16.41
EV/Revenue
2.81
EV/EBITDA
-1427.96
Market Cap
$39.23B

Profitability

Profit margins and return metrics

Profit Margin -0.47%
Operating Margin 1.86%
Gross Margin 19.84%
ROE -8.98%
ROA -1.34%

Growth

Revenue and earnings growth rates

Revenue Growth +29.4%
Earnings Growth N/A
Q/Q Revenue Growth +29.44%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.03
Low debt
Current Ratio
1.38
Good
Quick Ratio
1.22
Good
Cash/Share
$14.47

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.6B
Gross Margin
21.2%
Op. Margin
1.5%
Net Margin
0.4%
Total Assets
$3.0B
Liabilities
$2.0B
Equity
$0.7B
Debt/Equity
3.06x
Operating CF
$0.2B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-04
$N/A
2026-02-04
$0.02
+250.0% surprise
2025-11-24
$0.58
+635.4% surprise
2025-08-06
$0.07
+46.8% surprise

Industrials Sector Comparison

Comparing SYM against 343 companies in the Industrials sector (23 bullish, 115 neutral, 205 bearish)
Return on Equity (ROE)
-8.98%
This Stock
vs
-26.47%
Sector Avg
-66.1% (Below Avg)
Profit Margin
-0.47%
This Stock
vs
7.57%
Sector Avg
-106.2% (Weaker)
Debt to Equity
0.03
This Stock
vs
3.12
Sector Avg
-99.0% (Less Debt)
Revenue Growth
29.4%
This Stock
vs
93.19%
Sector Avg
-68.5% (Slower)
Current Ratio
1.38
This Stock
vs
3.33
Sector Avg
-58.6% (Weaker)

Similar Companies

Peer comparison within the same industry

SYM Symbotic Inc.
NEUTRAL
Mkt Cap
$39.2B
P/E
-
ROE
-9.0%
Price
$65.13
CPRT Copart, Inc.
BULLISH
Mkt Cap
$40.3B
P/E
25.8
ROE
18.5%
Price
$41.08
 Compare with SYM
ESLT Elbit Systems Ltd.
NEUTRAL
Mkt Cap
$42.8B
P/E
80.0
ROE
14.5%
Price
$920.52
 Compare with SYM
DAL Delta Air Lines, Inc.
BULLISH
Mkt Cap
$42.9B
P/E
8.6
ROE
27.7%
Price
$65.62
 Compare with SYM
BE Bloom Energy...
BEARISH
Mkt Cap
$34.3B
P/E
2069.9
ROE
2.9%
Price
$144.89
 Compare with SYM

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

KRASNOW TODD J
Director
Sell
2026-04-06
2,000 shares · $106,544
KANE CHARLES FRANCIS
Director
Sell
2026-04-01
2,000 shares · $107,480
BOYD WILLIAM MADISON III
Officer
Sell
2026-04-01
5,115 shares · $286,378
SAINTIL MERLINE A
Director
Sell
2026-03-11
3,414 shares · $173,484
KRASNOW TODD J
Director
Sell
2026-03-09
2,000 shares · $95,395
KANE CHARLES FRANCIS
Director
Sell
2026-03-09
4,000 shares · $191,431
KRASNOW TODD J
Director
Stock Award
2026-03-05
10,345 shares
KANE CHARLES FRANCIS
Director
Stock Award
2026-03-05
10,345 shares
BRANDERIZ ERIC
Director
Stock Award
2026-03-05
11,860 shares
FORD ROLLIN L.
Director
Stock Award
2026-03-05
10,345 shares
ROSS ANDREW D.
Director
Stock Award
2026-03-05
5,104 shares
SAINTIL MERLINE A
Director
Stock Award
2026-03-05
10,345 shares
RUS DANIELA LUCIA
Director
Stock Award
2026-03-05
17,312 shares
KUFFNER JAMES J JR
Chief Technology Officer
Sell
2026-02-25
3,669 shares · $208,533
KUFFNER JAMES J JR
Chief Technology Officer
Stock Award
2026-02-23
9,748 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-09
10-Q
10-Q
2026-02-04

SYM filed its quarterly 10-Q report on February 4, 2026. The filing includes a section on risk factors under Item 1A, although specific financial highlights and detailed risk descriptions were not provided in the available excerpt.

8-K
8-K
2026-02-04

Symbotic Inc. filed an 8-K on February 4, 2026, likely to announce its quarterly financial results.

DEF 14A
DEF 14A
2026-01-16

Symbotic Inc. (SYM) filed a definitive proxy statement on January 16, 2026, providing shareholders with necessary information and voting materials for an upcoming meeting.

8-K
8-K
2026-01-16
8-K
8-K
2025-12-08
10-K
10-K
2025-11-24

SYM submitted its 10-K filing on November 24, 2025, which includes sections on business operations, risk factors, and management's discussion and analysis. No specific financial metrics or detailed risk disclosures were provided in the available excerpts for analysis.

8-K
8-K
2025-11-24

Symbotic Inc. filed a current report likely announcing its first-quarter financial results.

8-K
8-K
2025-08-27

Symbotic Inc. filed an 8-K on August 27, 2025, likely to announce its quarterly financial results.

10-Q
10-Q
2025-08-06
8-K
8-K
2025-08-06

Symbotic Inc. filed an 8-K on August 6, 2025, likely to announce its quarterly financial results.

8-K
8-K
2025-06-09
8-K
8-K
2025-05-15
8-K
8-K
2025-05-07
10-Q
10-Q
2025-05-07
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
17 analysts
DA Davidson
2026-04-15
up
Neutral Buy
Barclays
2026-03-16
Maintains
Underweight Underweight
Keybanc
2026-02-19
up
Sector Weight Overweight
DA Davidson
2026-02-09
Maintains
Neutral Neutral
Needham
2026-02-05
Maintains
Buy Buy
Barclays
2026-01-12
Maintains
Underweight Underweight
Goldman Sachs
2025-12-02
down
Neutral Sell
Baird
2025-11-26
Maintains
Neutral Neutral
Barclays
2025-11-26
Maintains
Underweight Underweight
Citigroup
2025-11-25
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning SYM from our newsroom.

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