Symbotic Inc. (SYM)
Industrials · NGM
Price as at 1 Oct 2026, 14:53 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Symbotic Inc. trades at $42.95, which is 60% above the $16.97 our fair value estimate 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.
SYM earnings and analyst estimates
Recommendation mix, 19 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
SYM passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
13 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Baillie Gifford, BAILLIE GIFFORD & CO$551.26M · 0.5% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$63.38M · 0.1% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$43.16M · 0.1% of book
- Cathie Wood, ARK Investment Management LLC$35.81M · 0.2% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$34.66M · 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.
SYM peers
The largest companies in the same industry (Specialty Industrial Machinery), then in the same sector.
- SMERY Siemens Energy AG
- SHLRF Schindler Holding AG
- VWSYF Vestas Wind Systems A/S
- INIO Innio N.V.
- ITT ITT Inc.
- IEX IDEX Corporation
- NDSN Nordson Corporation
- RRX Regal Rexnord Corporation
Every industrials company we cover is on the Industrials hub.
Common questions
Is Symbotic Inc. (SYM) undervalued?
Against our fair value estimate of $16.97, SYM at $42.95 is 60% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own SYM?
13 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.
Where does SteadyShares get its SYM data?
Fundamentals for SYM come from company filings and exchange data, as listed on NGM; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 14:53 UTC and is delayed. Our data quality score for this company is 83/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
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.