Symbotic Inc. (SYM)
Industrials · NGM · US
Fundamentals
Valuation and ratings
Symbotic Inc. trades at USD41.98, which is 60% above the USD16.97 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 35 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
About Symbotic Inc.
Symbotic Inc., an automation technology company, develops technologies to enhance operating efficiencies in modern warehouses. The company automates the processing of pallets, cases, and individual items in warehouses. Its systems enhance operations at the front end of the supply chain. The company is headquartered in Wilmington, Massachusetts.
SYM passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
15 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Baillie Gifford, BAILLIE GIFFORD & CO$663.93M · 0.7% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$50.01M · 0.0% of book
- Cathie Wood, ARK Investment Management LLC$41.61M · 0.3% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$38.03M · 0.1% of book
- Ken Griffin, CITADEL ADVISORS LLC$33.33M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Symbotic Inc. (SYM) undervalued?
Against our discounted cash flow estimate of USD16.97, SYM at USD41.98 is 60% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own SYM?
15 of the institutions we track reported a position in SYM in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
The full research page for SYM, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.