# Symbotic Inc. (SYM) fundamentals

Data as of 2026-09-08. NASDAQ, United States. Sector: Financial Services / Diversified Financial Services. Price $42.94, market value $26.0 billion.

## Valuation
- **P/E (trailing): 1073.5×**. Symbotic Inc. trades at 1073.5× trailing earnings. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 55.4×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 9.8×**. Each dollar of revenue is priced at 9.8×.
- **Price / book: 7.9×**. The shares trade at 7.9× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **Earnings yield: 0.1%**. The inverse of the P/E: 0.1% of the price is earned each year.

## Profitability
- **Gross margin: 21.4%**. Symbotic Inc. keeps 21.4% of revenue after the direct cost of what it sells, a thin margin typical of retail, distribution and commodity businesses.
- **Operating margin: 0.4%**. 0.4% of revenue is left after running the business, which leaves little cushion in a downturn.
- **Net margin: -0.8%**. The company reported a net loss over the last twelve months.
- **Return on equity: -7.7%**. Return on equity is negative because earnings are negative.
- **Return on assets: 0.4%**. Each dollar of assets produces 0.4% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 25.7%** (3-yr 55.9%/yr, 5-yr 54.9%/yr). Revenue grew 25.7% over the last year, against 54.9% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): -14.3%**. Earnings per share fell 14.3%, slower than revenue, so margins compressed.

## Financial health
- **Piotroski F-score: 4/9**. 4 of 9 checks pass: mixed.

## Dividends
- **Dividend: none**. Symbotic Inc. does not currently pay a dividend.

## Price and momentum
- **Total return (1 yr): -5.0%** (YTD -27.8%, 3-mo -2.5%). The shares are down 5.0% over twelve months including dividends.
- **From 52-week high: -51.1%** (14.0% above the low). Trading 51% below its 52-week high, deep in a drawdown.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 55**. An RSI of 55 is neutral.
- **Beta (1 yr): 3.06** (volatility 84%). Beta of 3.06 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=SYM · Page: https://foliofundamentals.com/stocks/sym

Not investment advice.