← Back to Screener
US Stock Screener
HomeScreensNewsWatchlist
...

Symbotic Inc. (SYM) 10-Year Financial Performance & Capital Metrics

SYM • • Industrial / General
IndustrialsIndustrial MachineryIndustrial Automation & RoboticsFactory Automation Systems
AboutSymbotic 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.Show more
  • Revenue $2.25B +25.7%
  • EBITDA -$71M +24.2%
  • Net Income -$17M -25.6%
  • EPS (Diluted) -0.16 -100.0%
  • Gross Margin 18.81% +20.5%
  • EBITDA Margin -3.15% +39.7%
  • Operating Margin -5.12% +21.6%
  • Net Margin -0.75%
  • ROE -3.88% +44.3%
  • ROIC -
  • Debt/Equity 0.07
  • Interest Coverage -
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Company is almost debt free
  • ✓FCF machine: 35.1% free cash flow margin
  • ✓Momentum leader: RS Rating 92 (top 8%)
  • ✓Strong 5Y sales CAGR of 89.4%

✗Weaknesses

  • ✗Shares diluted 13.6% in last year
  • ✗Expensive at 15.1x book value

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

Loading chart...

Growth Metrics

Revenue CAGR

10Y-
5Y89.44%
3Y55.87%
TTM25.65%

Profit (Net Income) CAGR

10Y-
5Y-
3Y-
TTM-25.55%

EPS CAGR

10Y-
5Y-
3Y-
TTM-166.67%

ROCE

10Y Avg-364.93%
5Y Avg-409.76%
3Y Avg-130.91%
Latest-18.65%

Peer Comparison

Factory Automation Systems
Select Columns
Size & Scale
Valuation
Per Share
Growth
Profitability
Quality & Returns
Safety & Leverage
TTM Growth
Famous Investor Metrics
Dividends
Latest Quarter
Momentum & Returns
Total Return (DRIP)
Technical
Volume & Trading
Shares & Dilution
Sector-Specific
NameMarket CapCurrent PriceP/E RatioRevenue Growth 1YNet MarginROEFCF YieldDebt/Equity
ROKRockwell Automation, Inc.47.35B421.1354.910.97%10.41%23.42%2.87%0.98
HIHillenbrand, Inc.2.24B31.8343.01-15.99%1.61%3.03%0.8%1.12
EMREmerson Electric Co.83.23B148.0236.643%12.73%11.3%3.2%0.68
PSNParsons Corporation7.69B72.2234.0724.03%5.96%14.52%6.17%0.56
EPACEnerpac Tool Group Corp.2.18B41.4024.354.65%14.64%20.92%4.21%0.53
OTISOtis Worldwide Corporation35.21B90.3522.200.37%9.41%4.08%
TNCTennant Company1.45B79.7318.203.47%4.42%8.53%4.73%0.41
CXTCrane NXT, Co.2.97B51.7316.226.86%9.8%12.76%5.68%0.76

Profit & Loss

Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Sales/Revenue+92.09M251.91M593.31M1.18B1.79B2.25B
Revenue Growth %-1.74%1.36%0.98%0.52%0.26%
Cost of Goods Sold+111.02M241.47M493.67M967.39M1.51B1.82B
COGS % of Revenue1.21%0.96%0.83%0.82%0.84%0.81%
Gross Profit+-18.93M10.45M99.65M209.5M279.1M422.61M
Gross Margin %-0.21%0.04%0.17%0.18%0.16%0.19%
Gross Profit Growth %-1.55%8.54%1.1%0.33%0.51%
Operating Expenses+91.45M132.83M240.02M432.74M395.82M537.62M
OpEx % of Revenue0.99%0.53%0.4%0.37%0.22%0.24%
Selling, General & Admin35.59M59.44M115.88M215.63M188.93M298.73M
SG&A % of Revenue0.39%0.24%0.2%0.18%0.11%0.13%
Research & Development55.86M73.39M124.14M195.04M173.46M216.01M
R&D % of Revenue0.61%0.29%0.21%0.17%0.1%0.1%
Other Operating Expenses00022.07M33.43M22.87M
Operating Income+-110.38M-122.38M-140.38M-223.23M-116.72M-115.01M
Operating Margin %-1.2%-0.49%-0.24%-0.19%-0.07%-0.05%
Operating Income Growth %--0.11%-0.15%-0.59%0.48%0.01%
EBITDA+-104.64M-117.89M-134.39M-211.92M-93.5M-70.88M
EBITDA Margin %-1.14%-0.47%-0.23%-0.18%-0.05%-0.03%
EBITDA Growth %--0.13%-0.14%-0.58%0.56%0.24%
D&A (Non-Cash Add-back)5.73M4.49M5.99M11.31M23.23M44.13M
EBIT-110.38M-122.38M-140.38M-201.16M-83.29M-92.13M
Net Interest Income+000000
Interest Income000000
Interest Expense000000
Other Income/Expense809K67K1.29M10.72M36.27M22.35M
Pretax Income+-109.57M-122.31M-139.09M-212.51M-80.46M-92.66M
Pretax Margin %-1.19%-0.49%-0.23%-0.18%-0.04%-0.04%
Income Tax+-47K00-4.62M4.21M-1.63M
Effective Tax Rate %1%1%0.57%0.11%0.17%0.18%
Net Income+-109.52M-122.31M-79M-23.87M-13.49M-16.94M
Net Margin %-1.19%-0.49%-0.13%-0.02%-0.01%-0.01%
Net Income Growth %--0.12%0.35%0.7%0.43%-0.26%
Net Income (Continuing)-109.52M-122.31M-139.09M-207.89M-84.67M-91.03M
Discontinued Operations000000
Minority Interest0061.76M-2.8M192.9M261.89M
EPS (Diluted)+0.000.00-0.13-0.37-0.08-0.16
EPS Growth %----1.85%0.78%-1%
EPS (Basic)0.000.00-0.13-0.37-0.08-0.16
Diluted Shares Outstanding50.66M50.66M54.09M64.34M95.7M108.67M
Basic Shares Outstanding50.66M50.66M54.09M64.34M95.7M108.67M
Dividend Payout Ratio------

Balance Sheet

Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Total Current Assets+211.53M260.42M605.4M991.79M1.36B1.87B
Cash & Short-Term Investments58.26M156.63M353.46M545.51M727.31M1.24B
Cash Only58.26M156.63M353.46M258.77M727.31M1.24B
Short-Term Investments000286.74M00
Accounts Receivable2.49M63.37M105.23M190.35M419.78M368.36M
Days Sales Outstanding9.8791.8264.7459.0485.6959.84
Inventory16.45M33.56M91.9M136.12M106.14M164.39M
Days Inventory Outstanding54.150.7367.9551.3625.6732.89
Other Current Assets131.69M489K29.15M34.58M102.31M92.05M
Total Non-Current Assets+13.43M20.11M25.86M58.91M223.01M531.4M
Property, Plant & Equipment9.19M18.62M24.88M34.51M97.11M141.12M
Fixed Asset Turnover10.02x13.53x23.85x34.11x18.41x15.92x
Goodwill0000059.87M
Intangible Assets1.54M1.16M650K217K3.66M79.15M
Long-Term Investments0320.01M0081.29M185.33M
Other Non-Current Assets2.7M334K337K24.19M40.95M65.93M
Total Assets+224.95M280.54M631.26M1.05B1.58B2.4B
Asset Turnover0.41x0.90x0.94x1.12x1.13x0.94x
Asset Growth %-0.25%1.25%0.66%0.5%0.52%
Total Current Liabilities+146.56M336.97M522.96M1.03B1.02B1.73B
Accounts Payable5.96M28.02M68.45M109.92M175.19M286.67M
Days Payables Outstanding19.642.3550.6141.4742.3757.36
Short-Term Debt000007.72M
Deferred Revenue (Current)1000K1000K1000K1000K1000K1000K
Other Current Liabilities-12.08M-18.41M12.95M28.32M165.64M200.44M
Current Ratio1.44x0.77x1.16x0.97x1.33x1.08x
Quick Ratio1.33x0.67x0.98x0.83x1.23x0.99x
Cash Conversion Cycle44.36100.282.0768.9268.9835.37
Total Non-Current Liabilities+922.86M1.06B39.37M27.97M171.28M188.56M
Long-Term Debt000000
Capital Lease Obligations0000023.96M
Deferred Tax Liabilities000000
Other Non-Current Liabilities662.86M840.25M7.9M27.97M42.04M39.67M
Total Liabilities1.07B1.39B562.32M1.05B1.19B1.92B
Total Debt+0000031.68M
Net Debt-58.26M-156.63M-353.46M-258.77M-727.31M-1.21B
Debt / Equity-----0.07x
Debt / EBITDA------
Net Debt / EBITDA------
Interest Coverage------
Total Equity+-844.47M-1.11B68.94M-2.72M390.13M483.21M
Equity Growth %--0.32%1.06%-1.04%144.64%0.24%
Book Value per Share-16.67-21.971.27-0.044.084.45
Total Shareholders' Equity-844.47M-1.11B7.18M82K197.23M221.32M
Common Stock16.81M16.81M56K56K60K60K
Retained Earnings-856.86M-1.15B-1.29B-1.31B-1.32B-1.34B
Treasury Stock000000
Accumulated OCI-4.42M-2.09M-2.29M-1.69M-2.59M-2.69M
Minority Interest0061.76M-2.8M192.9M261.89M

Cash Flow

Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Cash from Operations+-124.31M109.57M-148.25M230.79M-58.08M866.94M
Operating CF Margin %-1.35%0.43%-0.25%0.2%-0.03%0.39%
Operating CF Growth %-1.88%-2.35%2.56%-1.25%15.93%
Net Income-109.52M-122.31M-139.09M-207.89M-84.67M-14.11M
Depreciation & Amortization5.73M4.49M5.99M11.31M23.48M39.6M
Stock-Based Compensation71K97K26.86M154.23M112.21M183.94M
Deferred Taxes-47K00-4.62M3.92M-4.21M
Other Non-Cash Items84K53K5.11M25.19M23.57M550.14M
Working Capital Changes-20.63M227.24M-47.12M252.58M-136.59M111.58M
Change in Receivables342K-1.62M-508K-65.82M-132.31M15.07M
Change in Inventory-5.65M-16.82M-60.56M-66.38M103K-58.88M
Change in Payables-4.81M22.17M41.53M41.41M65.27M96.9M
Cash from Investing+-5.06M-12.17M-17.95M-299.46M156.48M-350.74M
Capital Expenditures-5.07M-12.17M-17.95M-15.69M-42.24M-79.03M
CapEx % of Revenue0.06%0.05%0.03%0.01%0.02%0.04%
Acquisitions------
Investments------
Other Investing12K00-5.57M-2.14M-129.88M
Cash from Financing+100M0362.45M-24.1M371.04M668K
Debt Issued (Net)------
Equity Issued (Net)------
Dividends Paid000000
Share Repurchases------
Other Financing00-22.22M-24.1M113.05M-4.19M
Net Change in Cash------
Free Cash Flow+-129.38M97.4M-166.2M209.47M-102.45M787.91M
FCF Margin %-1.4%0.39%-0.28%0.18%-0.06%0.35%
FCF Growth %-1.75%-2.71%2.26%-1.49%8.69%
FCF per Share-2.551.92-3.073.26-1.077.25
FCF Conversion (FCF/Net Income)1.14x-0.90x1.88x-9.67x4.31x-51.19x
Interest Paid000000
Taxes Paid000000

Key Ratios

Metric202020212022202320242025
Return on Equity (ROE)---114.59%-72.08%-6.96%-3.88%
Gross Margin-20.56%4.15%16.79%17.8%15.61%18.81%
Net Margin-118.93%-48.55%-13.31%-2.03%-0.75%-0.75%
Debt / Equity-----0.07x
FCF Conversion1.14x-0.90x1.88x-9.67x4.31x-51.19x
Revenue Growth-173.56%135.52%98.36%51.94%25.65%

Revenue by Segment

2022202320242025
Systems567.99M1.14B1.71B2.12B
Systems Growth-100.36%49.86%24.24%
Operation Services25.1M37.85M68.57M105.3M
Operation Services Growth-50.84%81.13%53.58%
Software Maintenance And Support4.39M9.22M14.17M29.6M
Software Maintenance And Support Growth-110.07%53.69%108.86%

Revenue by Geography

2022202320242025
UNITED STATES589.94M1.17B1.78B2.2B
UNITED STATES Growth-98.86%52.10%23.24%
Non-US---47.86M
Non-US Growth----
CANADA3.37M3.71M3.83M-
CANADA Growth-10.27%3.23%-

Frequently Asked Questions

Growth & Financials

Symbotic Inc. (SYM) reported $2.25B in revenue for fiscal year 2025. This represents a 2340% increase from $92.1M in 2020.

Symbotic Inc. (SYM) grew revenue by 25.7% over the past year. This is strong growth.

Symbotic Inc. (SYM) reported a net loss of $16.9M for fiscal year 2025.

Dividend & Returns

Symbotic Inc. (SYM) has a return on equity (ROE) of -3.9%. Negative ROE indicates the company is unprofitable.

Symbotic Inc. (SYM) generated $787.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

VCP Scanner

Find stocks. Verify deeply. Act with conviction.

Patterns find ideas. Fundamentals build conviction.

Data updated daily

Quick Links

  • Home
  • Screens
  • Valuation
  • Compare
  • Total Return
  • News
  • Insights
  • Methodology
  • How It Works
  • Profile

Popular Screens

  • VCP Hot
  • VCP Warm
  • Value Screens
  • Growth Screens
  • Momentum Screens
  • Technical Screens
  • Quality Screens

Community

  • Twitter
  • Get Early Access
© 2026 VCP Scanner. All rights reserved.
Made with ❤️ for investors
Not financial advice. Do your own research.