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44

SYM

🏭 Industrials

Symbotic Inc.

Conservative #737Aggressive #235Moderate RiskHigh 99
$56.14-0.28%
Day High$57.85
Day Low$55.27
Volume1.8M
Mkt Cap$34.6B
52W Low $1652W High $88
Market Cap
$33.1B
P/E Ratio
74.1
Sector avg: 64.5
Rev Growth
25.7%
Sector avg: 19.0%
Earnings Growth
-25.6%
Profit Margin
-0.8%
Sector avg: -48.2%
Debt/Equity
N/A

Why This Score

SYM scores 44.0 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.00) provides financial flexibility and downside protection.
  • High conviction (99/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Momentum reversion risk: Extreme momentum (142%) increases mean-reversion probability. 3-point penalty applied.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Elevated valuation at 74.1x earnings — requires sustained growth to justify the premium.
  • Above-average volatility (23.4%) may not suit conservative risk tolerance.

Moderate penalties (-5.7 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score44.0
Fundamental Score39.1
ML Score72.0

Score by Horizon

3 Month
58.0
6 Month
64.8
Primary
1 Year
68.2

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
3.4%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
69
Positive
Analyst (6.4%)
58
Neutral
Tradability (post-hoc)
95
Grade A
Base
42.7
SHAP
+1.0
Factors
+1.0
Conviction
+2.0
Divergence
-2.7
Final
44.0
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

52AVG
Value40
Quality40
Growth60
Stability90
Investment30

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)35.0
Technical (Momentum, Weinstein, Volatility)70.0
External (Sentiment, Analyst, Macro)82.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+11.3% to +18.7%
Medium-term
+16.6% to +27.4%
Long-term
+27.1% to +42.9%

ML Model Core Features100 trained inputs → ML Score: 72

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score58.3/100
Target Upside+21.8%
Coverage18 analysts
Market Sentiment
Sentiment Score69.0/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+1.4%
6M Momentum+0.2%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+126.2%
Momentum ConsistencyWeak (0.11)
Relative Strength vs Sector+130.4%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+0.922
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
2%
Low risk
Sector RevGr Rank
P84
Revenue growth vs Industrials peers
Sector PE Rank
P10
Valuation vs Industrials peers
Sector FCF Rank
P93
Free cash flow vs Industrials peers
Growth Deviation
+0.3σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 67 relative to sector peers67/100
Machine learning model ranks this stock at the 68th percentileP68
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.8pt (features align with model priorities)
Blend: 91% fund (66.9) + 9% ML (65.7) + SHAP(+1.8) = 68.6
Factor quality: +1.7pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 23.4%. Max drawdown 35% (-10.8 pts)Moderate
Momentum mean-reversion: -3.1pt (142% 12m momentum)
Market cap adjustment: +2.0 points ($33.1B market cap)+2.0 pts
Conviction bonus: +3.5pt (conviction=99)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (-36.8%) — earnings quality concernFlag

Sector Peer Comparison(Industrials — Rank #74 of 135 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
SYM44.074.125.7%-0.8%$33.1B
FER83.712.27.4%35.3%$51.9B
NDSN76.335.13.8%17.4%$16.6B
OMAB76.120.14.3%32.7%$6.2B
ODFL75.839.8-0.9%20.4%$40.6B
FAST72.742.68.7%15.3%$53.3B
WWD70.947.87.3%12.4%$22.8B
CSX70.926.5-3.1%20.5%$76.0B
LECO70.931.5-4.4%11.6%$16.2B
CTAS70.441.97.7%17.5%$77.7B
PCAR70.428.2-4.2%12.4%$66.7B
RYAAY69.713.03.8%11.6%$34.3B
CPRT69.123.09.7%33.4%$36.3B
FELE68.535.5-2.1%8.9%$4.8B
AEIS67.881.221.4%8.3%$11.9B
IESC67.730.916.9%9.1%$10.3B
Sector Average45.264.519.0%-48.2%

Market Sentimentvia FMP

Analyst Consensus
Buy18 analysts
Buy: 10Hold: 4Sell: 4
Price Target
$66consensus
Low $42Median $70High $83
+17.4% to consensus target

Company Overviewvia FMP

Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.

CEO
Richard Cohen
Employees
1,650
Beta
2.14
Industry
Industrial - Machinery
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
55.5
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-36.1%
High: $87.88
From 52W Low
+244%
Low: $16.32
Moving Averages
10-Day
$55.30
Above
20-Day
$56.10
Above
50-Day
$60.40
Below
200-Day
$53.80
Above
60-Day Support
$50.87
60-Day Resistance
$86.68
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 73/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+4.3%
200 SMA Slope (60d)
+28.19%
Rising
Volume Ratio
0.77x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ1 2025Q4 2025Q3 2025Q2 2025
Revenue$630M$618M$592M$550M
Gross Profit$126M$127M$98M$108M
Operating Income$12M$-22M$-20M$-32M
Net Income$3M$-4M$-6M$-4M
EPS (Diluted)$0.02$-0.03$-0.05$-0.04
Gross Margin20.0%20.6%16.6%19.6%
Operating Margin1.9%-3.5%-3.3%-5.8%
Net Margin0.4%-0.6%-1.0%-0.7%

Why This Stock

IndustrialsRevenue growth 25.7%

Tradability FilterGrade A — 95/100Score impact: -29.3pt

Volume
100
2.8M avg/day
Dollar Vol
100
$154M/day
Float
80
0K shares
Mkt Cap
92
$33.1B
Range
100
439% spread
Composite Liquidity Score95/100
FDCBA

Multi-Year Range Analysis

Sideways: 6/100
YearLowHighRangeStatus
2021$9.65$10.7010.3%Narrow
2022$8.75$28.48106%Wide
2023$11.68$64.14138.4%Wide
2024$17.11$52.20101.3%Wide
2025$16.32$87.88137.4%Wide
3-Year Range
153.1%
Narrow Years
1 / 5
Sideways Penalty
None
Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
439.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.