Symbotic Financials
| SYM Stock | USD 40.09 1.87 4.46% |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.11 |
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The financial analysis of Symbotic is a critical element in measuring its lifeblood. The essential information of the day-to-day investment outlook for Symbotic includes many different criteria found on its balance sheet. For example, investors should never minimize Symbotic's ability to pay suppliers or employees on time, making sure interest payments are not accumulating or correctly timing where and how to re-invest extra cash. Any individual investor needs to monitor Symbotic's cash flow, debt, and profitability to effectively and accurately make more informed decisions on whether to invest in Symbotic.
Net Income |
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With this module, you can analyze Symbotic financials for your investing period. You should be able to track the changes in Symbotic individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Symbotic | Select Account or Indicator |
Understanding current and past Symbotic Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Symbotic's financial statements are interrelated, with each one affecting the others. For example, an increase in Symbotic's assets may result in an increase in income on the income statement.
The data published in Symbotic's official financial statements usually reflect Symbotic's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Symbotic. For example, before you start analyzing numbers published by Symbotic accountants, it's critical to develop an understanding of what Symbotic's liquidity, profitability, and earnings quality are in the context of the Machinery space in which it operates.
Please note, the presentation of Symbotic's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Symbotic's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Symbotic's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Symbotic. Please utilize our Beneish M Score to check the likelihood of Symbotic's management manipulating its earnings.
Symbotic Stock Summary
Symbotic competes with Emerson Electric, Smith AO, Eaton PLC, and Cummins. 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. Symbotic is traded on NASDAQ Exchange in the United States.Specialization | Industrials, Specialty Industrial Machinery |
| Instrument | USA Stock View All |
| Exchange | NASDAQ Exchange |
| ISIN | US87151X1019 |
| CUSIP | 87151X101 G8601N108 |
| Location | Massachusetts; U.S.A |
| Business Address | 200 Research Drive, |
| Sector | Machinery |
| Industry | Industrials |
| Benchmark | NYSE Composite |
| Website | www.symbotic.com |
| Phone | 978 284 2800 |
| Currency | USD - US Dollar |
You should never invest in Symbotic without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Symbotic Stock, because this is throwing your money away. Analyzing the key information contained in Symbotic's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.
Symbotic Key Financial Ratios
Generally speaking, Symbotic's financial ratios allow both analysts and investors to convert raw data from Symbotic's financial statements into concise, actionable information that can be used to evaluate the performance of Symbotic over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Symbotic reports annually and quarterly.| Return On Equity | -1.38 | ||||
| Profit Margin | (0.01) % | ||||
| Operating Margin | (0.05) % |
Symbotic Key Cash Accounts
Cash flow analysis captures how much money flows into and out of Symbotic. It measures of how well Symbotic is doing because it can show the actual money that comes into and out of the Company from sales instead of measuring expenses against revenue to determine earnings. You have to read the cash flow statement in three sections. The first section shows how much money Symbotic brought in, usually known as net revenue or sales. This is different from earnings because it does not include expenses when determining net revenue for use on this part of the cash flow statement. Next, are operating activities, which show how much money Symbotic had leftover after paying for its expenses. This number can be calculated in two ways: by subtracting the total of all operating expenses from net revenue or by adding up changes to cash and other assets or liabilities on this part of the statement. The third section is about investing activities, which shows what Symbotic has done with the money that it received from the sale of assets or what it spent to acquire new ones. This section can be broken down into two parts: investing in existing businesses (in other words, buying more stock) and investing in non-business activities like paying off debt or making acquisitions.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (5.7M) | (16.8M) | (59.6M) | (44.1M) | (39.7M) | (37.7M) | |
| Investments | (5.1M) | (12.2M) | (18.0M) | (299.5M) | (269.5M) | (256.0M) | |
| Change In Cash | (30.0M) | 98.4M | 196.8M | (92.5M) | (106.4M) | (101.1M) | |
| Free Cash Flow | (129.4M) | 97.4M | (166.2M) | 209.5M | 240.9M | 252.9M | |
| Depreciation | 5.7M | 4.5M | 6.0M | 11.3M | 13.0M | 7.7M | |
| Other Non Cash Items | 84K | 53K | 4.1M | 2.9M | 3.3M | 3.5M | |
| Capital Expenditures | 5.1M | 12.2M | 18.0M | 21.3M | 24.5M | 13.4M | |
| Net Income | (109.5M) | (122.3M) | (139.1M) | (207.9M) | (187.1M) | (196.5M) | |
| End Period Cash Flow | 58.3M | 156.6M | 353.5M | 260.9M | 300.1M | 201.9M |
Symbotic Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Symbotic's current stock value. Our valuation model uses many indicators to compare Symbotic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Symbotic competition to find correlations between indicators driving Symbotic's intrinsic value. More Info.Symbotic is rated fifth in return on equity category among related companies. It is rated fifth in return on asset category among related companies . At this time, Symbotic's Return On Equity is very stable compared to the past year.Comparative valuation analysis is a catch-all model that can be used if you cannot value Symbotic by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Symbotic's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Symbotic's earnings, one of the primary drivers of an investment's value.Symbotic Systematic Risk
Symbotic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Symbotic volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Symbotic correlated with the market. If Beta is less than 0 Symbotic generally moves in the opposite direction as compared to the market. If Symbotic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Symbotic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Symbotic is generally in the same direction as the market. If Beta > 1 Symbotic moves generally in the same direction as, but more than the movement of the benchmark.
About Symbotic Financials
What exactly are Symbotic Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Symbotic's income statement, its balance sheet, and the statement of cash flows. Potential Symbotic investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Symbotic investors may use each financial statement separately, they are all related. The changes in Symbotic's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Symbotic's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.Steps to analyze Symbotic Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Symbotic is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Symbotic has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Symbotic's financials are consistent with your investment objective using the following steps:- Review Symbotic's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Symbotic's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Symbotic's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Symbotic's stock is overvalued or undervalued.
Today, most investors in Symbotic Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Symbotic's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Symbotic growth as a starting point in their analysis.
Price Earnings To Growth Ratio |
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Symbotic April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Symbotic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Symbotic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Symbotic based on widely used predictive technical indicators. In general, we focus on analyzing Symbotic Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Symbotic's daily price indicators and compare them against related drivers.
| Downside Deviation | 5.58 | |||
| Information Ratio | 0.0025 | |||
| Maximum Drawdown | 32.38 | |||
| Value At Risk | (5.55) | |||
| Potential Upside | 7.75 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Symbotic. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Complementary Tools for Symbotic Stock analysis
When running Symbotic's price analysis, check to measure Symbotic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Symbotic is operating at the current time. Most of Symbotic's value examination focuses on studying past and present price action to predict the probability of Symbotic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Symbotic's price. Additionally, you may evaluate how the addition of Symbotic to your portfolios can decrease your overall portfolio volatility.
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Is Symbotic's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Symbotic. If investors know Symbotic will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Symbotic listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.27) | Revenue Per Share 18.964 | Quarterly Revenue Growth 0.786 | Return On Assets (0.09) | Return On Equity (1.38) |
The market value of Symbotic is measured differently than its book value, which is the value of Symbotic that is recorded on the company's balance sheet. Investors also form their own opinion of Symbotic's value that differs from its market value or its book value, called intrinsic value, which is Symbotic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Symbotic's market value can be influenced by many factors that don't directly affect Symbotic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Symbotic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Symbotic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Symbotic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.