Company Overview
Symbotic Inc., an automation technology company, develops technologies to enhance operating efficiencies in modern warehouses. The company automates the processing of pallets, cases, and individual items in warehouses. Its systems enhance operations at the front end of the supply chain. The company is headquartered in Wilmington, Massachusetts.
Why Investors Should Care
Revenue has grown at a 122.2% CAGR over the past five years.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Sep 2025 Revenue of $2.25B (+25.7% YoY); net profit $-16.94M.
- Trailing 12 Months Year-on-year growth — revenue +21.7%.
- 5-Year Trend Long-term compounding — revenue CAGR 122.2%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 122.25% |
| 1 Year: | 21.70% |
Stock Price Performance
| 1 Year: | -19.34% |
| 6 Months: | -13.81% |
| 3 Months: | -2.32% |
| 1 Month: | +7.77% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)56.32 · Neutral
P/E of 1,082.50 is above the sector median of 26.00 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 122.2% over 5 years.
- Generates positive free cash flow.
CONS
- Trading at a high P/E of 1082.5.
- Trading 50.4% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Industrials).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SYM Symbotic Inc. | 43.30 | 1,082.50 | $5.62B | 0.00% | -13.71% | 4.39% | 122.25% | - |
| 2 | SPCX Space Exploration Technologies Corp. R3KAIDEFENCE | 153.47 | -139.52 | $1.16T | 0.00% | -3.22% | -11.95% | 34.08% | -3.34% |
| 3 | CAT Caterpillar Inc. SPXR3K | 822.48 | 35.47 | $378.07B | 0.79% | 17.98% | 56.97% | 2.29% | 5.24% |
| 4 | GE GE Aerospace SPXR3KDEFENCE | 334.91 | 39.40 | $347.49B | 0.60% | 9.52% | 48.23% | -7.42% | -5.36% |
| 5 | RTX RTX Corporation SPXR3KDEFENCE | 198.81 | 35.06 | $267.95B | 1.51% | 8.28% | 12.27% | 2.61% | 2.62% |
| 6 | GEV GE Vernova Inc. SPXR3KAI | 971.31 | 27.86 | $258.69B | 0.22% | 6.30% | 82.58% | 8.68% | - |
| 7 | DE Deere & Company SPXR3K | 680.73 | 37.88 | $183.54B | 0.95% | 12.53% | 18.24% | 3.43% | 5.10% |
| 8 | UNP Union Pacific Corporation SPXR3K | 288.45 | 23.38 | $171.36B | 2.01% | 15.22% | 39.70% | 2.30% | 7.77% |
| 9 | BA The Boeing Company SPXR3KDEFENCE | 210.73 | 75.80 | $166.43B | 0.00% | -9.01% | - | 1.67% | -3.28% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 131.49M | - | 77.06M | 96.28M | 175.55M | 206.31M | 266.85M | 311.84M | 391.89M | 359.94M | 393.33M | 470.34M | 564.57M | 486.69M | 549.65M | 592.12M | 618.46M | 629.99M | 676.48M | 720.84M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 438.86M | 484.50M | 491.34M | 496.56M | 526.53M | - |
| Gross Profit | - | -336.00K | - | 14.47M | 16.91M | 31.54M | 35.19M | 42.85M | 52.91M | 58.79M | 64.06M | 30.22M | 54.97M | 96.42M | 81.02M | 110.79M | 107.62M | 127.12M | 133.42M | 149.95M | 160.91M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 131.26M | 127.82M | 142.37M | 124.22M | 143.85M | - |
| Operating Income | -524.99K | -37.78M | -1.95M | -23.07M | -29.96M | -33.03M | -69.57M | -57.72M | -42.01M | -53.94M | -25.10M | -64.89M | -37.62M | 10.89M | -22.97M | -20.47M | -20.20M | -15.25M | 9.20M | 6.10M | 32.90M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -8.19M | -5.99M | -5.25M | 19.29M | 19.96M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -8.76M | -28.11M | -13.69M | 19.77M | 16.95M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -1.40M | 44.00K | -423.00K | 615.00K | 572.00K | - |
| Net Income | -523.92K | -37.77M | -1.95M | -23.05M | -29.90M | -1.31M | -7.19M | -6.12M | -4.35M | -6.21M | -2.84M | -8.81M | -4.68M | 2.84M | -3.17M | -1.80M | -5.91M | -3.62M | 2.60M | 1.97M | 11.67M |
| Diluted EPS | - | 0.00 | - | - | - | -0.03 | -0.12 | -0.10 | -0.07 | -0.08 | -0.03 | -0.09 | -0.05 | 0.03 | -0.03 | -0.04 | -0.05 | -0.03 | 0.02 | 0.01 | 0.09 |
| R&D Expense | - | 20.93M | - | 22.18M | 23.36M | 35.14M | 50.74M | 49.67M | 48.84M | - | 42.14M | 46.46M | 44.72M | - | 43.28M | 57.96M | 52.15M | - | 43.01M | 51.28M | 43.78M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Sep 2020 | Sep 2021 | Dec 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | 92.09M | - | - | 593.31M | 1.18B | 1.79B | 2.25B |
| Cost of Revenue | - | - | - | 493.67M | 987.15M | 1.54B | 1.82B |
| Gross Profit | -18.93M | - | - | 99.65M | 189.74M | 245.67M | 422.61M |
| Operating Expenses | - | - | - | 240.02M | 412.97M | 362.39M | 514.74M |
| Operating Income | -110.38M | - | -6.49M | -140.38M | -223.23M | -116.72M | -92.13M |
| EBITDA | - | - | - | -134.39M | -211.92M | -93.25M | -48.00M |
| Interest Expense | - | - | - | - | - | - | - |
| Pretax Income | - | - | - | -139.09M | -212.51M | -79.68M | -78.94M |
| Tax Provision | - | - | - | 0 | -4.62M | 4.21M | -1.63M |
| Net Income | -109.52M | - | -6.48M | -79.00M | -23.87M | -13.49M | -16.94M |
| Diluted EPS | - | - | - | -0.13 | -0.37 | -0.08 | -0.16 |
| R&D Expense | 55.86M | 73.39M | - | 124.14M | 195.04M | 173.46M | 216.01M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Sep 2019 | Sep 2020 | Dec 2020 | Sep 2021 | Dec 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 132.90K | - | 321.71M | 631.26M | 1.05B | 1.58B | 2.40B |
| Current Assets | - | - | - | - | - | 605.40M | 991.79M | 1.36B | 1.89B |
| Cash & Equivalents | - | - | - | - | 812.88K | 353.46M | 258.77M | 727.31M | 1.24B |
| Inventory | - | - | - | - | - | 91.90M | 136.12M | 106.14M | 164.39M |
| Receivables | - | - | - | - | - | 3.41M | 69.21M | 201.55M | 186.71M |
| Total Liabilities | - | - | 126.75K | - | 15.25M | 562.32M | 1.05B | 1.19B | 1.92B |
| Current Liabilities | - | - | 126.75K | - | 40.49M | 522.96M | 1.03B | 1.02B | 1.73B |
| Long Term Debt | - | - | - | - | - | - | - | - | - |
| Total Debt | - | - | - | - | - | - | - | - | - |
| Total Equity | -701.65M | -844.47M | 0 | - | -13.54M | 7.18M | 82.00K | 197.23M | 221.32M |
| Shares Outstanding | - | - | - | - | - | 57.72M | 82.11M | 104.69M | 112.64M |
Cash Flows (Annual)
Figures in USD.
| Metric | Sep 2020 | Sep 2021 | Dec 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -124.31M | - | -3.38M | -148.25M | 230.79M | -58.08M | 866.94M |
| Investing Cash Flow | -5.06M | - | -320.00M | -17.95M | -299.46M | 156.48M | -350.74M |
| Financing Cash Flow | 100.00M | - | 324.20M | 362.45M | -24.10M | 371.04M | 668.00K |
| Capital Expenditure | -5.07M | - | - | -17.95M | -21.33M | -44.37M | -79.03M |
| Free Cash Flow | -129.38M | - | - | -166.20M | 209.47M | -102.45M | 787.91M |
| Net Change in Cash | - | - | - | 196.25M | -92.77M | 469.44M | 516.87M |
Ratios (Annual)
Figures in %.
| Metric | Sep 2020 | Sep 2021 | Dec 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|
| Gross Margin % | -20.6% | - | - | 16.8% | 16.1% | 13.7% | 18.8% |
| Operating Margin % | -119.9% | - | - | -23.7% | -19.0% | -6.5% | -4.1% |
| Net Margin % | -118.9% | - | - | -13.3% | -2.0% | -0.8% | -0.8% |
| ROE % | 13.0% | - | 47.8% | -1,099.6% | -29,104.9% | -6.8% | -7.7% |
| ROCE % | - | - | -2.3% | -129.6% | -884.0% | -20.8% | -13.7% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Softbank Group Corporation | 30.66% | 39.83M | $1.67B |
| 2 | Walmart Inc. | 11.55% | 15.00M | $628.35M |
| 3 | BAILLIE GIFFORD & CO | 9.44% | 12.26M | $513.73M |
| 4 | Vanguard Portfolio Management LLC | 3.31% | 4.30M | $179.94M |
| 5 | Morgan Stanley | 2.98% | 3.87M | $162.01M |
| 6 | JPMORGAN CHASE & CO | 2.22% | 2.89M | $121.05M |
| 7 | Vanguard Capital Management LLC | 2.20% | 2.85M | $119.44M |
| 8 | Ameriprise Financial, Inc. | 1.55% | 2.01M | $84.26M |
| 9 | Blackrock Inc. | 1.35% | 1.76M | $73.59M |
| 10 | FMR, LLC | 1.10% | 1.43M | $59.75M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SYM
Symbotic Inc (SYM) Stock Price, Quote, News & History - Benzinga
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Symbotic (SYM) Stock Looks Undervalued On Cash Flow While Legal Risks Linger - finance.yahoo.com
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Why Symbotic (SYM) Is Up 7.7% After Mixed Q3 Results And Strong Q4 EBITDA Guidance - simplywall.st
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Symbotic (SYM) director’s 2,000-share sale was pre-planned - Stock Titan
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Why Is SYMBOTIC INC (SYM) Up 5.1% Since Last Earnings Report? - finance.yahoo.com
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Symbotic (SYM) Could Be 33% Undervalued On Mixed Earnings And Strong Guidance - simplywall.st
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SYM — Frequently Asked Questions
What is the current share price of Symbotic Inc. (SYM)?
As of 2026-09-19 21:16 PDT, Symbotic Inc. (SYM) trades at $43.30 on NasdaqGM. Its 52-week range is $38.22 to $87.30.
What is the market capitalisation of SYM?
Symbotic Inc. (SYM) has a market capitalisation of $5.62B on NasdaqGM.
What is the P/E ratio of SYM?
SYM trades at a trailing price-to-earnings (P/E) ratio of 1,082.50. The industry average P/E is 26.00. Its price-to-book (P/B) ratio is 7.75.
What is the return on equity (ROE) of SYM?
SYM has a return on equity (ROE) of 4.39%. Its return on capital employed (ROCE) is -13.71%.
Is SYM a good stock to buy?
This page provides a data-driven analysis of Symbotic Inc. (SYM), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.