Symbotic (SYM) Stock Analysis

November 11, 2026

This is a peer-relative look at Symbotic (SYM): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Capital Goods peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Symbotic (SYM)
Profile Item	SYM
Name	Symbotic Inc. Class A Common Stock
Country/Region	United States
GICS Sector	Industrials
GICS Industry Group	Capital Goods
GICS Industry	Machinery
GICS Sub-Industry	Industrial Machinery & Supplies & Components
Market Capitalization	22.29 billion USD
Currency	USD
Exchange	Nasdaq
Listing Date	March 9, 2021
Security Type	Common Stock

Price Performance

Cumulative Growth

SYM

GSPC

Symbotic (SYM) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Symbotic (SYM) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Symbotic (SYM) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Symbotic (SYM) metric values compared with Capital Goods industry-group medians
Metric	Current stock: SYM	Industry group median
Total Return (1Y)	-44.66%	6.84%
Total Return (3Y, Annualized)	6.78%	17.66%
Total Return (5Y, Annualized)	30.90%	9.09%

Risk Profile

Drawdown History

SYM

GSPC

Symbotic (SYM) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Symbotic (SYM) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Symbotic (SYM) metric values compared with Capital Goods industry-group medians
Metric	Current stock: SYM	Industry group median
Volatility (1Y, Annualized)	78.15%	44.38%
Beta (5Y)	2.05	1.19
Max Drawdown (5Y)	-72.46%	-49.95%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. SYM is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Symbotic (SYM) metric values compared with Capital Goods industry-group medians
Metric	Current stock: SYM	Industry group median
Sharpe Ratio (1Y)	-0.63	0.06
Sortino Ratio (1Y)	-0.93	0.09

Profitability

ROE (TTM)

Symbotic (SYM) posts ROE of 4.39%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

SYM

Capital Goods industry group

4.39%

Group distribution

Max: 40.55%
Q3: 19.29%
Median: 12.12%
SYM: 4.39%
Q1: 4.08%
Min: -17.12%

Largest peers

GEV: 93.04%
CAT: 56.14%
GE: 50.17%
DE: 18.24%
RTX: 12.85%
SYM: 4.39%
BA: --

Where Symbotic (SYM) stands on ROE within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Symbotic (SYM) keeps 0.31% of revenue as net profit, in the lower peer quartile for net margin. More of each sales dollar is being absorbed by costs, financing, taxes, or other charges than at most peers.

SYM

Capital Goods industry group

0.31%

Group distribution

Max: 27.47%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
SYM: 0.31%
Min: -12.89%

Largest peers

GEV: 23.54%
GE: 17.31%
CAT: 15.21%
DE: 10.17%
RTX: 8.75%
BA: 8.07%
SYM: 0.31%

Where Symbotic (SYM) stands on net margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Symbotic (SYM) turns 4.59% of revenue into operating profit, in the lower peer quartile for operating margin. Operating costs are taking a larger share of sales than they do at most peers.

SYM

Capital Goods industry group

4.59%

Group distribution

Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
SYM: 4.59%
Min: -12.63%

Largest peers

CAT: 20.19%
GE: 18.49%
RTX: 15.54%
DE: 13.37%
GEV: 12.77%
SYM: 4.59%
BA: 0.30%

Where Symbotic (SYM) stands on operating margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Symbotic (SYM) metric values compared with Capital Goods industry-group medians
Metric	Current stock: SYM	Industry group median
ROE (TTM)	4.39%	12.12%
ROA (TTM)	0.32%	5.29%
Net Margin (TTM)	0.31%	6.30%
Operating Margin (TTM)	4.59%	11.12%
Gross Margin (TTM)	21.27%	29.63%

Growth

Revenue Growth

Symbotic (SYM) grew revenue 25.65%, in the upper peer quartile. The top line is expanding faster than at most industry peers, which points to share gains or stronger pricing.

Symbotic (SYM): Revenue Growth across different time periods, set against Capital Goods industry-group medians.

EPS Growth

No usable EPS growth is available for Symbotic (SYM) this period, so the earnings-momentum read is skipped.

Symbotic (SYM) doesn't report EPS Growth this period; the bars show the Capital Goods industry-group medians on their own.

Growth Metrics

Symbotic (SYM) metric values compared with Capital Goods industry-group medians
Metric	Current stock: SYM	Industry group median
Revenue Growth (YoY)	25.65%	8.11%
Revenue Growth (3Y CAGR)	55.87%	6.45%
EPS Growth (YoY)	--	5.45%
EPS Growth (3Y CAGR)	--	7.15%

Financial Strength

Current Ratio (MRQ)

Symbotic (SYM) has current ratio of 1.33, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.

SYM

Capital Goods industry group

1.33

Group distribution

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
SYM: 1.33
Min: 0.36

Largest peers

DE: 2.13
CAT: 1.42
SYM: 1.33
BA: 1.13
RTX: 1.05
GE: 0.98
GEV: 0.83

Where Symbotic (SYM) stands on current ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Symbotic (SYM) has debt-to-equity ratio of 0.02, in the lower-leverage quartile for its industry. Borrowing is modest relative to equity compared with most peers, which can leave more flexibility through a cycle.

SYM

Capital Goods industry group

0.02

Group distribution

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
SYM: 0.02
Min: 0.00

Largest peers

BA: 7.39
DE: 2.30
CAT: 2.10
GE: 1.16
RTX: 0.55
GEV: 0.30
SYM: 0.02

Where Symbotic (SYM) stands on debt-to-equity ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Symbotic (SYM) metric values compared with Capital Goods industry-group medians
Metric	Current stock: SYM	Industry group median
Current Ratio (MRQ)	1.33	2.08
Debt / Equity (MRQ)	0.02	0.60
Net Debt / EBITDA	-30.44	1.78

Dividends

Dividend Yield (TTM)

Symbotic (SYM) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.

SYM

Capital Goods industry group

0.00%

Group distribution

Max: 2.66%
Q3: 1.14%
Median: 0.24%
SYM: 0.00%
Q1: 0.00%
Min: 0.00%

Largest peers

RTX: 1.47%
CAT: 1.13%
DE: 0.98%
GE: 0.56%
GEV: 0.26%
SYM: 0.00%
BA: 0.00%

Where Symbotic (SYM) stands on dividend yield within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Symbotic (SYM) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.

SYM

Capital Goods industry group

0.00%

Group distribution

Max: 67.39%
Q3: 28.02%
Median: 6.86%
SYM: 0.00%
Q1: 0.00%
Min: 0.00%

Largest peers

RTX: 45.85%
DE: 36.02%
CAT: 24.18%
GE: 20.23%
GEV: 4.59%
SYM: 0.00%
BA: 0.00%

Where Symbotic (SYM) stands on payout ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Symbotic (SYM) metric values compared with Capital Goods industry-group medians
Metric	Current stock: SYM	Industry group median
Dividend Yield (TTM)	0.00%	0.24%
Dividend Payout Ratio (TTM)	0.00%	6.86%

Valuation

P/E Ratio (TTM)

Symbotic (SYM) trades at P/E ratio of 460.25, above the peer range for its industry. The market is paying unusually heavily for TTM earnings relative to comparable companies.

SYM

Capital Goods industry group

460.25

Group distribution

SYM: 460.25
Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
Min: 3.03

Largest peers

SYM: 460.25
DE: 37.33
GE: 36.94
RTX: 30.82
CAT: 21.92
GEV: 20.32
BA: 17.89

Where Symbotic (SYM) stands on P/E ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Symbotic (SYM) trades at 8.42 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.

SYM

Capital Goods industry group

8.42

Group distribution

SYM: 8.42
Max: 7.54
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

Largest peers

SYM: 8.42
GE: 6.38
GEV: 4.65
DE: 3.78
CAT: 3.29
RTX: 2.66
BA: 1.45

Where Symbotic (SYM) stands on P/S ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Symbotic (SYM) trades at 6.70 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

SYM

Capital Goods industry group

6.70

Group distribution

Max: 9.66
SYM: 6.70
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

Largest peers

BA: 20.99
GE: 19.06
GEV: 18.00
CAT: 11.90
SYM: 6.70
DE: 6.47
RTX: 3.69

Where Symbotic (SYM) stands on P/B ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Symbotic (SYM) metric values compared with Capital Goods industry-group medians
Metric	Current stock: SYM	Industry group median
P/E Ratio (TTM)	460.25	25.41
P/S Ratio (TTM)	8.42	2.15
P/B Ratio (MRQ)	6.70	3.12
Free Cash Flow Yield (TTM)	2.46%	3.03%