Symbotic Inc. (SYM) stock analysis
Close on Nov 11, 2026Market cap $22.44BP/E 742.2Yield –
StockData Score
Prices as of Nov 11, 2026How the score works
Mixed10 of 30 checks passed
Symbotic passes 10 of the 30 checks behind our score; 13 could not be run for lack of data and count as not passed. Each dot in the shape is one check — hover it for the numbers.
- Valuation
- 0/6
- Growth
- 3/6
- Past performance
- 1/6
- Financial health
- 6/6
- Dividend
- 0/6
What stands out
No debt
Symbotic has no borrowings on its latest balance sheet.
Revenue growing 10%+ a year
Revenue grew 55.9% a year over the last three fiscal years.
Interest well covered
No meaningful interest expense to cover.
Debt covered by cash flow
There is no debt to cover.
What to watch
Margin of safety under 20%
The price is 509% above fair value, so there is no margin of safety.
Trading above fair value
The share price of $37.11 is above our fair value estimate of $6.09.
P/E above the industry
Symbotic's P/E of 742.2 is above the General Industrial Machinery and Equipment median of 26.9.
P/B above the industry
Symbotic's price-to-book of 31.67 is above the General Industrial Machinery and Equipment median of 2.84.
Valuation0/6
P/E against its history
Not enough price and earnings history to compare.
P/E above the industry
Symbotic's P/E of 742.2 is above the General Industrial Machinery and Equipment median of 26.9.
EV/EBITDA against its history
Needs positive EBITDA and price history.
P/B above the industry
Symbotic's price-to-book of 31.67 is above the General Industrial Machinery and Equipment median of 2.84.
Trading above fair value
The share price of $37.11 is above our fair value estimate of $6.09.
Margin of safety under 20%
The price is 509% above fair value, so there is no margin of safety.
Growth3/6
Revenue growing 10%+ a year
Revenue grew 55.9% a year over the last three fiscal years.
EPS growth over 3 years
Needs positive EPS three years ago and today.
Earnings acceleration
Needs positive net income now, a year ago and five years ago.
Growing faster than the industry
Revenue grew 20.6% over the last twelve months; the General Industrial Machinery and Equipment median is 12.4%.
Guidance issued
The latest outlook (fourth quarter of fiscal 2026 revenue, Aug 5, 2026) was issued for the first time, so it neither adds nor takes away points.
Gross margin improving
Gross margin was 21.3% over the last twelve months, against 18.2% a year earlier.
Past performance1/6
Return on equity
Needs positive equity and five years of results.
Return on invested capital
Needs operating income and invested capital.
Return on equity below the industry
Symbotic's return on equity of 1.8% is below the General Industrial Machinery and Equipment median of 9.9%.
Earnings over 5 years
Needs positive net income five years ago and in the latest year.
Net margin above its 5-year average
Net margin was 0.3% over the last twelve months, against a 5-year average of -10.6%.
Net margin below the industry
Symbotic's net margin of 0.3% is below the General Industrial Machinery and Equipment median of 8.0%.
Financial health6/6
No debt
Symbotic has no borrowings on its latest balance sheet.
Debt not rising
With no debt today, leverage cannot have risen.
Debt covered by cash flow
There is no debt to cover.
Interest well covered
No meaningful interest expense to cover.
Short-term assets cover short-term debts
Current assets are 1.33 times current liabilities.
Low bankruptcy risk
The Altman Z-score is 6.10; above 3 is the safe zone and below 1.8 the distress zone.
Dividend0/6
No dividend
Symbotic has not paid a dividend in the last twelve months.
Yield against Treasuries
No dividend.
Yield against the market
No dividend.
Dividend stability
No dividend.
Earnings cover
No dividend.
Cash-flow cover
No dividend.
Fair value
How we estimate itOur estimate per share
$6.09
The share price is 509% above this estimate.
| Method | Multiple used | Own 5Y median | Industry median | Value per share | Weight |
|---|---|---|---|---|---|
| P/Eleft out, too far from the others | 26.9× | – | 26.9× | $1.34 | – |
| EV/EBITDA | 18.3× | – | 18.3× | $4.06 | 58% |
| P/B | 12.0× | 76.0× | 2.8× | $14.06 | 17% |
| Earnings power | 10.1% cost of equity | – | – | $5.52 | 25% |
| Fair value | $6.09 | 100% | |||
Valuation over time
Using the earnings and balance sheet published at each date, not today's.
- P/B at month end
- Own 5-year median 76.0
- General Industrial Machinery and Equipment median 2.8
An estimate from reported numbers and market multiples, not a price target or investment advice. It can be far off for companies whose profits are about to change sharply.
Market risk
From the past year of daily prices.
Liquidity
Low risk
- Average value traded per day
- $63.41M
- Value traded per 1% price move
- $25.65M
Downside
High risk
- Typical loss in a bad month
- 27.0%
- Volatility (annualized)
- 78%
- Sharpe ratio, 1 year
- -0.67
- Beta to the S&P 500 (5Y)
- 1.04
Typical bad-month loss, week by week
Margins
Share of revenue, fiscal years 2019 to 2025
Gross margin
Operating margin
Net margin
Growth rates
Compound annual growth to fiscal 2025
| Per year | 1 year | 3 years | 5 years | 10 years | Five-year pace |
|---|---|---|---|---|---|
| Revenue | +25.7% | +55.9% | +89.4% | – | |
| Gross profit | +72.0% | +61.9% | – | – |
Returns and balance sheet
7 fiscal years. Hover a measure to see how it is calculated.
| Measure | FY2019 | FY2020 | FY2025 | Trend |
|---|---|---|---|---|
| Return on equity | – | – | -8.1% | |
| Return on assets | – | – | -0.9% | |
| Current ratio | – | – | 1.09 | |
| Inventory turnover | – | – | 13.5× | |
| Capex to revenue | – | 5.5% | – | |
| Diluted shares | – | – | 109M |
Cash use needs five years of cash flow figures
Symbotic does not report operating cash flow and capital expenditure for each of the last five fiscal years.
DuPont analysis
Return on equity split into margin, efficiency and leverage
| Fiscal year | Net margin | Asset turnover | Equity multiplier | Return on equity |
|---|---|---|---|---|
| FY2025 | -0.8% | 1.13× | 9.52× | -8.1% |
| FY2024 | -0.8% | 1.36× | 13.33× | -13.7% |
| FY2023 | -2.0% | 1.40× | 231.49× | -656.9% |
| FY2022 | -1.2% | 1.30× | -187.47× | 282.2% |
Piotroski F-Score
Nine tests of profitability, balance sheet and efficiency, fiscal 2025 against fiscal 2024
- ProfitableNet income above zero-$16.94M
- Cash generatingOperating cash flow above zero$866.94M
- Return on assets improvedROA up on the prior year-1.3% → -1.1%
- Earnings backed by cashOperating cash flow above net income$866.94M vs -$16.94M
- Less leverageLong-term debt to assets fell– → –
- Better liquidityCurrent ratio rose1.33 → 1.09
- No dilutionShare count did not rise96M → 109M
- Gross margin improvedGross margin up on the prior year13.74% → 18.81%
- More efficientAsset turnover rose1.70 → 1.42
See a number that looks wrong?