Industrial - Machinery
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SYM vs RKLB
Revenue, margins, valuation, and 5-year total return — side by side.
Aerospace & Defense
SYM vs RKLB — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Industrial - Machinery | Aerospace & Defense |
| Market Cap | $6.79B | $48.74B |
| Revenue (TTM) | $2.52B | $602M |
| Net Income (TTM) | $11M | $-198M |
| Gross Margin | 19.9% | 34.4% |
| Operating Margin | -0.9% | -38.0% |
| Forward P/E | 120.0x | — |
| Total Debt | $0.00 | $254M |
| Cash & Equiv. | $1.24B | $829M |
SYM vs RKLB — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 21 | May 26 | Return |
|---|---|---|---|
| Symbotic Inc. (SYM) | 100 | 605.5 | +505.5% |
| Rocket Lab USA, Inc. (RKLB) | 100 | 714.9 | +614.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SYM vs RKLB
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SYM carries the broadest edge in this set and is the clearest fit for quality and dividends.
- 0.4% margin vs RKLB's -32.9%
- 0.0% yield; 1-year raise streak; the other pay no meaningful dividend
- 0.4% ROA vs RKLB's -10.8%
RKLB is the clearest fit if your priority is income & stability and growth exposure.
- beta 2.91
- Rev growth 38.0%, EPS growth 2.6%, 3Y rev CAGR 41.8%
- 7.7% 10Y total return vs SYM's 496.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 38.0% revenue growth vs SYM's 25.7% | |
| Quality / Margins | 0.4% margin vs RKLB's -32.9% | |
| Stability / Safety | Beta 2.91 vs SYM's 3.12 | |
| Dividends | 0.0% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +278.4% vs SYM's +166.5% | |
| Efficiency (ROA) | 0.4% ROA vs RKLB's -10.8% |
SYM vs RKLB — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SYM vs RKLB — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SYM leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SYM is the larger business by revenue, generating $2.5B annually — 4.2x RKLB's $602M. SYM is the more profitable business, keeping 0.4% of every revenue dollar as net income compared to RKLB's -32.9%. On growth, RKLB holds the edge at +35.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.5B | $602M |
| EBITDAEarnings before interest/tax | $11M | -$185M |
| Net IncomeAfter-tax profit | $11M | -$198M |
| Free Cash FlowCash after capex | $749M | -$322M |
| Gross MarginGross profit ÷ Revenue | +19.9% | +34.4% |
| Operating MarginEBIT ÷ Revenue | -0.9% | -38.0% |
| Net MarginNet income ÷ Revenue | +0.4% | -32.9% |
| FCF MarginFCF ÷ Revenue | +29.7% | -53.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.1% | +35.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +127.5% | +7.6% |
Valuation Metrics
SYM leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $6.8B | $48.7B |
| Enterprise ValueMkt cap + debt − cash | $5.5B | $48.2B |
| Trailing P/EPrice ÷ TTM EPS | -382.25x | -228.78x |
| Forward P/EPrice ÷ next-FY EPS est. | 119.99x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 3.02x | 80.99x |
| Price / BookPrice ÷ Book value/share | 13.75x | 26.09x |
| Price / FCFMarket cap ÷ FCF | 8.62x | — |
Profitability & Efficiency
SYM leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
SYM delivers a 1.5% return on equity — every $100 of shareholder capital generates $1 in annual profit, vs $-19 for RKLB. On the Piotroski fundamental quality scale (0–9), RKLB scores 5/9 vs SYM's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +1.5% | -19.2% |
| ROA (TTM)Return on assets | +0.4% | -10.8% |
| ROICReturn on invested capital | — | -19.9% |
| ROCEReturn on capital employed | -18.7% | -16.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | — | 0.15x |
| Net DebtTotal debt minus cash | -$1.2B | -$575M |
| Cash & Equiv.Liquid assets | $1.2B | $829M |
| Total DebtShort + long-term debt | $0 | $254M |
| Interest CoverageEBIT ÷ Interest expense | — | -20.38x |
Total Returns (Dividends Reinvested)
RKLB leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in RKLB five years ago would be worth $83,481 today (with dividends reinvested), compared to $59,726 for SYM. Over the past 12 months, RKLB leads with a +278.4% total return vs SYM's +166.5%. The 3-year compound annual growth rate (CAGR) favors RKLB at 180.1% vs SYM's 29.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -5.7% | +11.4% |
| 1-Year ReturnPast 12 months | +166.5% | +278.4% |
| 3-Year ReturnCumulative with dividends | +117.7% | +2098.7% |
| 5-Year ReturnCumulative with dividends | +497.3% | +734.8% |
| 10-Year ReturnCumulative with dividends | +496.7% | +768.7% |
| CAGR (3Y)Annualised 3-year return | +29.6% | +180.1% |
Risk & Volatility
RKLB leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
RKLB is the less volatile stock with a 2.91 beta — it tends to amplify market swings less than SYM's 3.12 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. RKLB currently trades 85.0% from its 52-week high vs SYM's 69.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 3.12x | 2.91x |
| 52-Week HighHighest price in past year | $87.88 | $99.58 |
| 52-Week LowLowest price in past year | $21.89 | $20.23 |
| % of 52W HighCurrent price vs 52-week peak | +69.6% | +85.0% |
| RSI (14)Momentum oscillator 0–100 | 51.4 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 21.7M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates SYM as "Buy" and RKLB as "Buy". Consensus price targets imply 10.0% upside for SYM (target: $67) vs 9.1% for RKLB (target: $92).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $67.30 | $92.33 |
| # AnalystsCovering analysts | 18 | 18 |
| Dividend YieldAnnual dividend ÷ price | +0.0% | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | $0.01 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
SYM leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). RKLB leads in 2 (Total Returns, Risk & Volatility).
SYM vs RKLB: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is SYM or RKLB a better buy right now?
For growth investors, Rocket Lab USA, Inc.
(RKLB) is the stronger pick with 38. 0% revenue growth year-over-year, versus 25. 7% for Symbotic Inc. (SYM). Analysts rate Symbotic Inc. (SYM) a "Buy" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — SYM or RKLB?
Over the past 5 years, Rocket Lab USA, Inc.
(RKLB) delivered a total return of +734. 8%, compared to +497. 3% for Symbotic Inc. (SYM). Over 10 years, the gap is even starker: RKLB returned +768. 7% versus SYM's +496. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — SYM or RKLB?
By beta (market sensitivity over 5 years), Rocket Lab USA, Inc.
(RKLB) is the lower-risk stock at 2. 91β versus Symbotic Inc. 's 3. 12β — meaning SYM is approximately 7% more volatile than RKLB relative to the S&P 500.
04Which is growing faster — SYM or RKLB?
By revenue growth (latest reported year), Rocket Lab USA, Inc.
(RKLB) is pulling ahead at 38. 0% versus 25. 7% for Symbotic Inc. (SYM). On earnings-per-share growth, the picture is similar: Rocket Lab USA, Inc. grew EPS 2. 6% year-over-year, compared to -100. 0% for Symbotic Inc.. Over a 3-year CAGR, SYM leads at 55. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — SYM or RKLB?
Symbotic Inc.
(SYM) is the more profitable company, earning -0. 8% net margin versus -32. 9% for Rocket Lab USA, Inc. — meaning it keeps -0. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SYM leads at -5. 1% versus -38. 0% for RKLB. At the gross margin level — before operating expenses — RKLB leads at 34. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is SYM or RKLB more undervalued right now?
Analyst consensus price targets imply the most upside for SYM: 10.
0% to $67. 30.
07Which pays a better dividend — SYM or RKLB?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is SYM or RKLB better for a retirement portfolio?
For long-horizon retirement investors, Rocket Lab USA, Inc.
(RKLB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+768. 7% 10Y return). Symbotic Inc. (SYM) carries a higher beta of 3. 12 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (RKLB: +768. 7%, SYM: +496. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between SYM and RKLB?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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