Symbotic Inc. (SYM) Stock Analysis — Fair Value, Risk & Moat Rating
NGM · Industrials · Specialty Industrial Machinery
Is Symbotic Inc. a safe investment right now?
As of Aug 13, 2026, our estimated fair value (intrinsic value) for Symbotic Inc. (SYM) stock is $6.00, versus a market price of $42.70 — Overvalued. Predicted EPS $0.15 x 40.0 Fair PE.
Symbotic Inc.'s Altman Z-Score of 8.19 places it in the safe zone. Our fair value estimate is $6.00 (Overvalued). Moat rating: 2.9/5 stars.
Symbotic Inc. is part of the AI Servers Built & Wired — EMS, ODM & PCB group in our AI coverage — compare its fair value against every other AI, cloud, and quantum stock through a value investing lens.
Could Symbotic Inc. go bankrupt? Altman Z-Score analysis
Z-Score of 8.19 is above 3.0, indicating the company is financially healthy by this metric.
- Below 1.8 — Distress Zone (high bankruptcy risk)
- 1.8 to 3.0 — Gray Zone (elevated uncertainty)
- Above 3.0 — Safe Zone (financially healthy)
What drives SYM's Z-Score?
| Component | Formula | Value | Weight | Contribution |
|---|---|---|---|---|
| A · Working Capital / Total Assets | WC / TA | 0.067 | 1.2 | 0.08 |
| B · Retained Earnings / Total Assets | RE / TA | -0.5584 | 1.4 | -0.78 |
| C · EBIT / Total Assets | EBIT / TA | -0.0384 | 3.3 | -0.13 |
| D · Market Cap / Total Liabilities | MCap / TL | 13.4772 | 0.6 | 8.09 |
| E · Revenue / Total Assets | Rev / TA | 0.9358 | 1.0 | 0.94 |
How has SYM's financial health changed over time?
| Year | Z-Score | Zone |
|---|---|---|
| 2022 | 25.09 | Safe |
| 2023 | 13.36 | Safe |
| 2024 | 13.02 | Safe |
| 2025 | 8.19 | Safe |
Source: Calculated from SYM's latest 10-K filing on SEC EDGAR.
Symbotic Inc. Fair Value & Intrinsic Value — What Is It Actually Worth?
How we calculated this
| Input | Value | Source |
|---|---|---|
| Predicted EPS (α) | $0.15 | Proprietary blend of reported actuals (3Q actual) + analyst consensus, weighted by α |
| Last Year EPS | $-0.16 | Annual report (SEC EDGAR) |
| Analyst Consensus EPS (This Year) | $0.57 | 15 analysts consensus |
| Trailing P/E | 1067.5x | Current market pricing |
| Fair P/E (β discount) | 40.0x | Trailing PE adjusted by value discount factor β, hard-capped |
| Earnings Trend (γ) | Accelerating | Directional signal: predicted vs trailing EPS |
Wall Street Reference: Analyst consensus target price is $64.32 (15 analysts). This is shown for reference only and is not used in our valuation model.
Source: Earnings data from SEC EDGAR filings. Market data via Yahoo Finance.
Does Symbotic Inc. have a durable competitive advantage?
Moat rating: 2.9/5.
What makes up SYM's moat score?
ROIC Stability
ROIC variability over the past decade. Score: 2/5.
Gross Margin Trend
Gross margin trajectory over the past decade. Score: 4/5.
Switching Costs
Estimated customer lock-in based on margin level. Score: 3/5.
How stable is SYM's return on invested capital?
| Year | ROIC | Trend |
|---|---|---|
| 2022 | -118.3% | — |
| 2023 | -94.8% | Rising |
| 2024 | -32.6% | Rising |
| 2025 | -20.5% | Rising |
Source: ROIC calculated from SEC EDGAR filings.
Is Symbotic Inc.'s dividend safe?
Symbotic Inc.'s key financial metrics
| Metric | Latest | 1Y Ago | 3Y Ago | Trend |
|---|---|---|---|---|
| Revenue | $2.2B | $1.8B | $0.6B | Rising |
| Net Income | −$0.0B | −$0.0B | −$0.1B | Rising |
| Free Cash Flow | $0.8B | −$0.1B | −$0.2B | Rising |
| Gross Margin | 18.8% | 13.7% | 16.8% | Rising |
Recent events that affect our SYM analysis
SYM earnings report scheduled
Upcoming report. Consensus EPS estimate: $0.16. Revenue estimate: $775.8M. Our current Fair Value: $6.00 — a significant beat or miss could shift this estimate.
SYM analyst consensus: 56% bullish (10 of 18 analysts)
1 Strong Buy, 9 Buy, 5 Hold, 2 Sell, 1 Strong Sell. Consensus target: $64.32 (50.6% upside). Compare with our independent Fair Value: $6.00.
SYM beat EPS estimates by 218.5%
Reported EPS: $0.41 vs estimate $0.13. Earnings strength supports our Fair Value of $6.00 (85.9% below current price).
SYM filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM beat EPS estimates by 294.1%
Reported EPS: $0.45 vs estimate $0.11. Earnings strength supports our Fair Value of $6.00 (85.9% below current price).
SYM filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM beat EPS estimates by 364.2%
Reported EPS: $0.40 vs estimate $0.09. Earnings strength supports our Fair Value of $6.00 (85.9% below current price).
SYM filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM beat EPS estimates by 665.5%
Reported EPS: $0.58 vs estimate $0.08. Earnings strength supports our Fair Value of $6.00 (85.9% below current price).
SYM filed annual report (10-K)
Annual filing with full-year financials. Our Altman Z-Score, Moat, and Fair Value models are derived from this data. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM beat EPS estimates by 46.8%
Reported EPS: $0.07 vs estimate $0.05. Earnings strength supports our Fair Value of $6.00 (85.9% below current price).
SYM filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM beat EPS estimates by 7.7%
Reported EPS: $0.05 vs estimate $0.05. Earnings strength supports our Fair Value of $6.00 (85.9% below current price).
SYM filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM beat EPS estimates by 901.3%
Reported EPS: $0.32 vs estimate $0.03. Earnings strength supports our Fair Value of $6.00 (85.9% below current price).
SYM filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
SYM filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
Common questions about Symbotic Inc.
What is Symbotic Inc. stock price today?
Symbotic Inc. (SYM) stock price is $42.70 as of the latest market close, traded on the NASDAQ exchange.
What does Symbotic Inc. do?
Symbotic Inc., an automation technology company, develops technologies to enhance operating efficiencies in modern warehouses. It automates the processing of pallets, cases, and individual items in warehouses. Its systems enhance operations at the front end of the supply chain.
What is Symbotic Inc. market cap?
Symbotic Inc. has a market capitalization of $25.85B, classifying it as a large-cap stock in the Industrials sector.
What sector and industry is SYM in?
Symbotic Inc. operates in the Industrials sector, specifically within the Specialty Industrial Machinery industry. It trades on the NASDAQ under the ticker symbol SYM.
Is SYM stock overvalued or undervalued?
Based on our valuation model, Symbotic Inc. trades 611.7% above our fair value estimate — potentially overvalued.
- FairValueLabs Fair Value: $6.00
- Current Price: $42.70
- Valuation Zone: Overvalued
What is SYM stock forecast and analyst target price?
Based on 15 Wall Street analysts, the consensus price target for Symbotic Inc. is $64.32, implying upside of 50.6% from the current price.
- Analyst High Target: $85.00
- Analyst Low Target: $42.00
Note: Analyst targets are shown for reference and are not used in our valuation model.
Is Symbotic Inc. revenue and earnings growing?
Here are the analyst consensus growth estimates for Symbotic Inc.:
- Revenue growth (current year est.): 24.8%
- EPS growth (current year est.): -71.0%
- Revenue growth (next year est.): 29.1%
- EPS growth (next year est.): 34.8%
What are Symbotic Inc.'s key financial metrics?
| Metric | Latest | Trend |
|---|---|---|
| Revenue | $2.2B | Rising |
| Net Income | −$0.0B | Rising |
| Free Cash Flow | $0.8B | Rising |
| Gross Margin | 18.8% | Rising |
What is SYM's P/E ratio?
The price-to-earnings ratio measures how much investors pay per dollar of earnings:
- Trailing P/E (last 12 months): 1067.5x
- Forward P/E (next 12 months est.): 55.1x
- FairValueLabs Fair P/E: 40.0x
How volatile is SYM stock?
Symbotic Inc. has a beta of 1.96, meaning it is significantly more volatile than the broader market. A beta above 1.0 indicates higher price swings relative to the S&P 500, while below 1.0 suggests more stability.
How much cash and debt does Symbotic Inc. have?
Symbotic Inc.'s balance sheet shows:
- Total Cash: $1.75B
- Total Debt: $25.8M
- Net Cash Position: $1.72B
A positive net cash position means the company holds more cash than debt, reducing financial risk.
What is Symbotic Inc.'s free cash flow?
Symbotic Inc. generated $547.6M in trailing twelve-month free cash flow (from $894.4M in operating cash flow). Free cash flow represents the cash available for dividends, buybacks, and debt reduction after all capital expenditures.
Does Symbotic Inc. pay a dividend?
Symbotic Inc. does not currently pay a regular dividend to shareholders. The company may be reinvesting all profits back into growth, or it may have suspended its dividend.
Is Symbotic Inc. at risk of going bankrupt?
Symbotic Inc.'s Altman Z-Score is 8.19, placing it in the safe zone (above 3.0) — bankruptcy risk is low. The Z-Score uses five balance sheet ratios to predict bankruptcy probability within two years.
Does Symbotic Inc. have a durable competitive advantage?
Symbotic Inc. scores 2.9/5 stars (Narrow moat · eroding) in our moat analysis:
- ROIC Stability: 2/5
- Gross Margin Trend: 4/5
- Switching Costs: 3/5
A score above 3.5 suggests meaningful pricing power and a defensible market position.
What is SYM's return on equity (ROE)?
Symbotic Inc.'s return on equity is 4.4%. ROE measures how efficiently a company generates profits from shareholder equity. An ROE above 15% is generally considered strong, while below 10% may signal inefficiency.
How do I buy SYM stock?
SYM shares can be purchased through any brokerage account that provides access to the NASDAQ. Common steps:
- Open an account with a broker (e.g., Fidelity, Schwab, Interactive Brokers)
- Search for ticker symbol SYM
- Place a market or limit order for your desired number of shares
This is not investment advice. Always do your own research before buying any stock.
Is SYM a value stock or speculative?
FairValueLabs classifies Symbotic Inc. as Pure Speculation. It lacks the financial stability or valuation margin typically required for value investing. This stock is considered high risk.
Who is the CEO of Symbotic Inc.?
The current CEO of Symbotic Inc. is Mr. Richard B. Cohen.
What is SYM's earnings per share (EPS)?
Earnings per share measures the company's profit allocated to each outstanding share:
- Trailing EPS (last 12 months): $0.04
- Forward EPS (next 12 months est.): $0.77
- Analyst consensus EPS (this year): $0.57
- Analyst consensus EPS (next year): $0.77
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FairValueLabs Disclaimer
All valuations, scores, ratings, and classifications on this page are produced by the FairValueLabs internal valuation system. They do not represent actual market value, guaranteed outcomes, or professional investment advice. These are analytical estimates for educational and research purposes only.
This is not financial advice. All data is sourced from SEC EDGAR public filings. Always consult a qualified financial advisor before making investment decisions.
Last updated: Aug 13, 2026. Data sources: SEC EDGAR (financial statements), Yahoo Finance (market data, analyst consensus). Data may not reflect the most recent quarter.
SYM analysis methodology: How we calculate fair value, Z-Scores, and moat ratings