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Symbotic Inc. (SYM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Symbotic Inc.

SYMMarket cap $5.62BPrice $43.3

Country🇺🇸United States

SectorIndustrials

IndustryMachinery

Builds AI-powered robotic systems that automate warehouses for retail giants like Walmart, its largest shareholder and customer. Robots handle sorting, storing, and moving pallets faster than humans, turning clunky supply chains into fully autonomous, always-on distribution machines.

In Bastion Portfolios?

52W Return-37%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+56%10

Revenue Forecast

Rev CAGR (1y)+25%9

Rev CAGR (3y)+27%10

Rev CAGR (5y)+25%10

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+11%7

EPS Growth Y+3+41%9

Quality

Margins

EBIT Margin1%2

Net Income Margin0%2

Free Cash Flow Margin30%9

Debt

Net Debt/EBITDA-24.510

Efficiency

ROE2%2

ROA1%3

Earnings Stability22

GEAR+AVERAGE43

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)165

P/E Ratio (Forward 3y)117

P/BV37.01

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd491

Yield

Free Cash Flow Yield3.0%5

Dividend Yieldna–

Momentum

Short term

1 month return+0%8

3 month return+4%7

YTD return-27%2

Mid term

Price vs 52wHigh49%1

1 year return-37%1

Long term

3 year return+24%4

5 year return+340%10

Risk Shield

Price Risk

Beta2.51

Volatility80%1

Free Cash Flow

Free Cash Flow Margin30%9

Free Cash Flow Yield3.0%5

Quality

ROCE1%2

Earnings Stability22

Net Debt/EBITDA-24.510

02Growth

Is it actually growing, and how fast?

SYMSymbotic

Revenue FY25$2.2B

GROWTH RATING↗

VERY STRONG96 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+56%10

Revenue, next 1Y+25%9

Revenue, next 3Y, CAGR+27%10

Revenue, next 5Y, CAGR+25%10

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+11%7

EPS growth, FY28E+41%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 96% of companies worldwide.

Revenue grew 56%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 27%/yr over the next 3 years, ahead of most of the market.10/10

The runway holds up: revenue is set to grow 25%/yr over five years.10/10

WATCH

Revenue grew 56%/yr over the last 3 years; forecasts see it cooling to 27%/yr.

Earnings are set to grow slower than sales (EPS about 11%/yr vs revenue 27%/yr), so margins are under pressure.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE40 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return+4%7

YTD return-27%2

MID & LONG-TERM▾SCORE

% of 52-week high49%1

1-year return-37%1

3-year return+24%4

5-year return+340%10

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +24% over three years and +340% over five, ahead of 60% of the market.

Strong recent results. The stock is outperforming over the past month (+0%) and over three months (+4%).

WATCH

None flagged.

WEAKNESSES

It's down 37% over the past year, now 51% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-27%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Symbotic Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SYMSymbotic

Revenue FY25$2.2B

GROWTH RATING↗

VERY STRONG96 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+56%10

Revenue, next 1Y+25%9

Revenue, next 3Y, CAGR+27%10

Revenue, next 5Y, CAGR+25%10

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+11%7

EPS growth, FY28E+41%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 96% of companies worldwide.

Revenue grew 56%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 27%/yr over the next 3 years, ahead of most of the market.10/10

The runway holds up: revenue is set to grow 25%/yr over five years.10/10

WATCH

Revenue grew 56%/yr over the last 3 years; forecasts see it cooling to 27%/yr.

Earnings are set to grow slower than sales (EPS about 11%/yr vs revenue 27%/yr), so margins are under pressure.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE40 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return+4%7

YTD return-27%2

MID & LONG-TERM▾SCORE

% of 52-week high49%1

1-year return-37%1

3-year return+24%4

5-year return+340%10

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +24% over three years and +340% over five, ahead of 60% of the market.

Strong recent results. The stock is outperforming over the past month (+0%) and over three months (+4%).

WATCH

None flagged.

WEAKNESSES

It's down 37% over the past year, now 51% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-27%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Symbotic Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community