Symbotic Inc (SYM) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Symbotic Inc stock $18.41, price $36.82, that is 50.0% below the price, quality 46 out of 100. Rating: strongly overvalued. Calculated from audited financials with 7 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range $8.81 – $87.30 · fair‑value band $11.17 – $21.81 · the $36.82 price screens above the $18.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. As of Nov 7, 2026.
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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.
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The company is headquartered in Wilmington, Massachusetts.
Stock analysis
Symbotic Inc (SYM) currently trades at $36.82, while our model-based Fair Value estimate is $18.41, 50% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Growth DCF group reads highest at a median of $23.16 per share, and 0 of the 7 models we run sit above the $36.82 price.
Bear case: the Multiples group reads lowest at $8.74, and 7 of the 7 models stay below the price. Data coverage for this calculation is low.
Scenario range: $11.17 (bear) to $21.81 (bull), the price of $36.82 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 46/100 (below-average quality), in the Industrials sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Symbotic Inc reported revenue of $2.2B in FY2025 versus $252M in FY2021, a compound +72.8%/yr. Reported net income was −$16.9M in FY2025.
Key figures
Market cap $23.6B · P/E ratio 487.1 · P/S ratio 1.77 · EPS (TTM) $0.0800 · Net margin 0.3% · Return on equity 4.4% · Return on assets (EBIT) −19.9% (5-year average) · Operating margin 4.6%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 30 out of 100 (low confidence).
What moves the price
The share trades about 58% below its 52-week high and 5% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at −50%, SYM screens richer than that median.
Fair Value models
Bear$11.17Fair Value $18.41Bull$21.81
Price $36.82 · Downside -50.0%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 12 months old). Earnings retained since then ($0.0800 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
FCF DCF$19.01$26.46$48.5274
Growth DCF$17.93$28.85$45.9472
5Y Revenue Exit$11.07$15.51$24.6167
All 7 models by family
DCF Models
FCF DCF$19.01$26.46$48.5274
5Y Revenue Exit$11.07$15.51$24.6167
10Y Revenue Exit$13.69$22.56$26.7463
Multiples
EV/Revenue$6.73$8.74$10.7452
Asset-Based
NCAV (Graham)$0.0700$0.0900$0.140051
Growth DCF
Growth DCF$17.93$28.85$45.9472
Rev-Margin DCF$11.88$17.46$29.3066
The fair value above starts from this blend and is adjusted for dilution from new shares.
In the last 6 months, 7 officers or directors sold shares worth $9.1M and none bought.
SaleCharles KaneDirector9× since Mar 9, 2026: 20,000 shares, avg. $46.24$924,853Nov 2, 202610b5-1 plan
SaleTodd KrasnowDirector14× since Dec 3, 2025: 85,422 shares, avg. $53.12$4.5MNov 2, 2026
SaleIzilda P MartinsChief Financial Officer2× since Jul 27, 2026: 34,687 shares, avg. $40.41$1.4MOct 28, 2026
SaleBrian Daniel AlexanderSVP, Commercial3× since Apr 24, 2026: 56,304 shares, avg. $53.19$3.0MOct 27, 2026
SaleMaria G FreveOfficer7× since Nov 17, 2025: 25,771 shares, avg. $54.46$1.4MOct 27, 2026
SaleJames KuffnerChief Technology Officer8× since Nov 26, 2025: 155,283 shares, avg. $55.16$8.6MOct 27, 2026
SaleWilliam M Boyd IIIChief Strategy Officer7× since Dec 15, 2025: 60,382 shares, avg. $54.69$3.3MOct 27, 202610b5-1 plan
SaleSB Global Advisers Ltd10% owner5,590,000 shares at $50.42$281.8MMay 27, 2026
SaleSVF Sponsor III (DE) LLCFormer 10% Owner5,590,000 shares at $50.42$281.8MMay 27, 2026
SaleMerline SaintilDirector2× since Nov 28, 2025: 12,414 shares, avg. $75.39$935,941Mar 11, 202610b5-1 plan
Plus 3 more entries from the last 12 months.
Plus 30 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.81/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+25.7%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+55.9%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+89.4%
Start year 2020 (pandemic)
Revenue growth 6 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+67.9%
’19
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’21
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’25
Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−119.9% (2020) → −5.1% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far and less than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−13.9%
The company could shrink this much every year for the next five years and today's price would still be justified.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+22.7%
Yearly sales growth analysts expect, extended to five years.
The revenue jump in 2027 (+26.5%) comes with 20% more shares (acquisition or merger paid in stock). Per share it is about +5.8%. The comparison above is unreliable in such a year.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about −15.9% a year for the price and +19.9% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (92 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Specialty Industrial Machinery · 814 stocks
Beats the industry median on 1/9 measures
Overall it trails its industry peers.
Valuation
Quality Score46 · Below median
Fair Value upside−50.0% · Below median
Profitability
Return on equity (12 months)4.4% · Below median
Return on assets−0.7% · Bottom 25%
Net margin (12 months)0.3% · Bottom 25%
Operating margin (12 months)4.6% · Below median
Growth and dividend
Revenue growth (quarter YoY)21.7% · Top 25%
Valuation Multiplesvs Specialty Industrial Machinery median · lower = cheaper
P/E (12 months)487.1× · Priciest 25%
PEG4.81× · Priciest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 0
FUTURE (revenue growth)100· sector 31
PAST (return on equity)18· sector 27
HEALTH (low debt)0· sector 96
DIVIDEND (yield)0· sector 29
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Symbotic Inc Fair Value". https://www.fairvalue-calculator.com/stock/SYM
Frequently asked questions
Is Symbotic Inc (SYM) overvalued or undervalued?
As of Nov 7, 2026, our model estimates a fair value of $18.41 versus a price of $36.82, about 50% lower (overvalued).
What is the fair value of SYM?
Our model-based fair value for Symbotic Inc is $18.41 (as of Nov 7, 2026), built from audited fundamentals. The current price: $36.82.
What is the quality score of SYM?
Symbotic Inc has a Quality Score of 46/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Symbotic Inc (SYM)?
Our model-based price target is the fair value of $18.41 (as of Nov 7, 2026) from 7 valuation models. Cautious scenario $11.17, optimistic scenario $21.81. It is a calculation from audited fundamentals, not an analyst target.
What is the Symbotic Inc stock forecast for 2026?
Our models put fair value at $18.41, about 50% lower versus a price of $36.82 (overvalued). Cautious scenario $11.17, optimistic scenario $21.81. The calculation is refreshed regularly with new filings.
What is the revenue of Symbotic Inc (SYM)?
Symbotic Inc reported trailing-twelve-month revenue of about $2.6B (latest available figure, as of Nov 7, 2026).
What growth is priced into Symbotic Inc (SYM)?
For today's price to be fair in a discounted-cash-flow model, Symbotic Inc would have to grow free cash flow by -13.9 % per year for five years (discount rate 11.5 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +89.4 % per year. As of Nov 7, 2026.
What discount rate (WACC) does the fair value of SYM use?
Our models discount Symbotic Inc at 11.5 %: a base by market capitalisation (large), damped by beta 1.97, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Symbotic Inc that is -13.9 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (11.5 %) and the same formula as our fair value.
How much growth has Symbotic Inc (SYM) delivered so far?
Over the past 5 years revenue at Symbotic Inc grew +89.4 % a year. The price currently implies free-cash-flow growth of -13.9 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Symbotic Inc (SYM) growing?
The median revenue growth in the sector is +7.8 % a year. That is the yardstick for the growth priced into Symbotic Inc (-13.9 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Symbotic Inc (SYM)?
The free-cash-flow yield on the price is 16.06 %: that much free cash flow Symbotic Inc produces per unit of market value. When it exceeds the discount rate of our models (11.5 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Symbotic Inc (SYM)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Symbotic Inc it is $18.41 per share (as of Nov 7, 2026), against a price of $36.82. It is the blended result of 7 valuation models in 4 families (DCF Models, Multiples, Asset-Based, Growth DCF).
Is Symbotic Inc stock overvalued or undervalued in 2026?
As of Nov 7, 2026, SYM trades above its calculated fair value: price $36.82, fair value $18.41, a gap of about −50% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of SYM?
No. The price is what the market pays today ($36.82); the fair value is what the company's own numbers justify ($18.41). For Symbotic Inc the two are $18.41 per share apart. That gap is exactly why we show both numbers side by side.
How much is Symbotic Inc worth?
The market values Symbotic Inc at about $23.6B (market capitalisation, as of Nov 7, 2026). Per share that is $36.82; our models calculate a fair value of $18.41 per share.
What do the bullish and bearish scenarios say about SYM?
Our models span a range for Symbotic Inc: cautious scenario $11.17, base $18.41, optimistic $21.81 per share (as of Nov 7, 2026, price $36.82). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of SYM?
Symbotic Inc trades at a price-to-earnings ratio of 487.1 (as of Nov 7, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $18.41 is built from several models across several years. Other multiples: PEG 4.8.
What is the PEG ratio of SYM?
The PEG ratio of Symbotic Inc is 4.81 (P/E divided by earnings growth, as of Nov 7, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Symbotic Inc (SYM)?
Balance-sheet figures for Symbotic Inc (as of Nov 7, 2026): return on equity 4.4%. They feed the Quality Score of 46/100, which measures business quality independently of the share price.
How far is SYM from its 52-week high?
Symbotic Inc trades at $36.82, about 58% below its 52-week high of $87.30 and 5% above the low of $35.04 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $18.41 is for.
Which stocks are comparable to Symbotic Inc?
From the same area (Industrials) we also value SIE, GE Vernova Inc, Eaton Corporation, Parker-Hannifin Corporation, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Symbotic Inc stock attractive at the current price?
The data as of Nov 7, 2026: price $36.82, calculated fair value $18.41 (−50%), Quality Score 46/100, from 7 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of SYM calculated?
We run Symbotic Inc through 7 models from 4 families: DCF Models, Multiples, Asset-Based, Growth DCF. Every model gets the same audited fundamentals; the fair value of $18.41 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0% above its aggregate fair value. Symbotic Inc itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Symbotic Inc (SYM)?
The closing price on Nov 6, 2026 was $36.82. Our model-based fair value is $18.41, about 50% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Symbotic Inc right now?
The price sits above even our optimistic bull case ($21.81). The favourable scenario is already priced in. Weak quality (46/100) and above fair value at the same time, the margin of safety is missing on both counts. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution. A fairly wide model range ($11.17 to $21.81) leaves room in how you read the outcome.
Key figures of Symbotic Inc
How large is the market capitalisation of Symbotic Inc (SYM)?
The market capitalisation of Symbotic Inc is $23.6B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Symbotic Inc (SYM)?
The price-to-sales ratio of Symbotic Inc is 1.77 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Symbotic Inc (SYM)?
Earnings per share at Symbotic Inc are $0.0800 (price ÷ EPS = P/E 487.1). Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Symbotic Inc (SYM)?
The net margin of Symbotic Inc is 0.3% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Symbotic Inc (SYM)?
The return on equity (ROE) of Symbotic Inc is 4.4% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Symbotic Inc (SYM)?
On an EBIT basis the return on assets of Symbotic Inc is −19.9% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Symbotic Inc (SYM)?
The operating margin of Symbotic Inc is 4.6% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Symbotic Inc (SYM)?
Revenue at Symbotic Inc is growing +21.7% versus a year earlier (3y avg +55.9%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much net cash does Symbotic Inc (SYM) hold?
Symbotic Inc holds more cash than debt, $1.2B net (fiscal year 2025). The company holds more cash than debt, a safety cushion.
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Thin data
Nov 7, 2026