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Upturn AI SWOT - About
Symbotic Inc (SYM)
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Upturn Advisory Summary
06/27/2025: SYM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
19 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $33.45
1 Year Target Price $33.45
| 8 | Strong Buy |
| 2 | Buy |
| 8 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.14% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.96B USD | Price to earnings Ratio - | 1Y Target Price 33.45 |
Price to earnings Ratio - | 1Y Target Price 33.45 | ||
Volume (30-day avg) 19 | Beta 1.95 | 52 Weeks Range 16.32 - 41.76 | Updated Date 06/29/2025 |
52 Weeks Range 16.32 - 41.76 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.08 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.45% | Operating Margin (TTM) -5.88% |
Management Effectiveness
Return on Assets (TTM) -3% | Return on Equity (TTM) -12.45% |
Valuation
Trailing PE - | Forward PE 185.19 | Enterprise Value 3108286707 | Price to Sales(TTM) 10.6 |
Enterprise Value 3108286707 | Price to Sales(TTM) 10.6 | ||
Enterprise Value to Revenue 1.5 | Enterprise Value to EBITDA -23.85 | Shares Outstanding 109080000 | Shares Floating 84523925 |
Shares Outstanding 109080000 | Shares Floating 84523925 | ||
Percent Insiders 16.02 | Percent Institutions 82.48 |
Analyst Ratings
Rating 4 | Target Price 33.45 | Buy 2 | Strong Buy 8 |
Buy 2 | Strong Buy 8 | ||
Hold 8 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Symbotic Inc
Company Overview
History and Background
Symbotic Inc. was founded in 2007 by Rick Cohen. It evolved from warehouse automation solutions developed internally for C&S Wholesale Grocers into a publicly traded company focused on advanced robotics and software for supply chain optimization. Significant milestones include securing large contracts with major retailers and expanding its product offerings.
Core Business Areas
- Warehouse Automation Systems: Designs, manufactures, and deploys robotic systems for automating warehouse and distribution operations. This includes software, hardware, and support services.
Leadership and Structure
Rick Cohen serves as Chairman, President, and Chief Executive Officer. The company has a typical corporate structure with a board of directors and various executive leadership roles overseeing different functional areas like technology, sales, and operations.
Top Products and Market Share
Key Offerings
- Symbotic System: A complete warehouse automation system that uses robots and software to optimize storage, retrieval, and order fulfillment. Estimates suggest Symbotic has a significant share of new automated warehouse deployments, potentially around 25% (though precise figures are difficult to ascertain). Competitors include AutoStore, Knapp, and Dematic.
Market Dynamics
Industry Overview
The warehouse automation market is experiencing rapid growth driven by e-commerce, labor shortages, and the need for increased efficiency in supply chains. The industry is competitive and technologically advanced.
Positioning
Symbotic is positioned as a leading innovator in warehouse automation, offering a differentiated solution with its high-density storage and robotic picking capabilities. Its competitive advantage lies in its ability to handle a wide range of product types and its focus on end-to-end automation.
Total Addressable Market (TAM)
The global warehouse automation market is estimated to be in the tens of billions of dollars and expected to reach approximately $50 billion by 2030. Symbotic is well-positioned to capture a significant portion of this market, given its technology and existing customer base.
Upturn SWOT Analysis
Strengths
- Proprietary technology and intellectual property
- Strong customer relationships with large retailers
- Scalable business model
- Experienced management team
- Demonstrated ability to automate complex warehouse operations
Weaknesses
- High capital expenditure requirements
- Reliance on a limited number of key customers
- Long sales cycles
- Complex system integration and deployment
- Profitability is susceptible to project costs.
Opportunities
- Expanding into new industries and geographies
- Developing new products and services
- Acquiring complementary technologies or businesses
- Leveraging data analytics to improve system performance
- Increasing adoption of automation in small and medium-sized businesses
Threats
- Increased competition from established players and new entrants
- Economic downturn and reduced capital spending
- Technological obsolescence
- Supply chain disruptions
- Rising interest rates increasing capital costs
Competitors and Market Share
Key Competitors
- KNAP.VI
- DEMATIC
- AUTO.ST
Competitive Landscape
Symboticu2019s key advantage is its differentiated technology and focus on high-density storage. Disadvantages include high upfront costs and longer implementation times. Compared to other competitors listed, Symbotic provides end to end solutions with full stack capability.
Growth Trajectory and Initiatives
Historical Growth: Symbotic has experienced rapid revenue growth in recent years due to increased demand for its automation solutions.
Future Projections: Analysts project continued revenue growth for Symbotic, driven by strong demand and expanding market opportunities. Projections vary based on economic conditions.
Recent Initiatives: Recent initiatives include expanding its partnerships with major retailers and investing in new product development.
Summary
Symbotic is a fast-growing company with innovative warehouse automation technology. It has strong customer relationships and a scalable business model. The company faces challenges related to high capital expenditures, customer concentration, and competition. Overall Symbotic has high growth opportunities, with the need to keep an eye on how rising interest rates may affect their business model.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, analyst reports, industry publications
- Market Share Estimates are estimates based on publicly available information.
- Please note that Market Share varies from each analyst report.
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly, and investors should conduct their own due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Symbotic Inc
Exchange NASDAQ | Headquaters Wilmington, MA, United States | ||
IPO Launch date 2021-03-09 | Chairman of the Board, President & CEO Mr. Richard B. Cohen | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 1650 | Website https://www.symbotic.com |
Full time employees 1650 | Website https://www.symbotic.com | ||
Symbotic Inc., an automation technology company, develops technologies to enhance operating efficiencies in modern warehouses. The company automates the processing of pallets and cases in large warehouses or distribution centers for retail companies. Its systems enhance operations at the front end of the supply chain. The company is headquartered in Wilmington, Massachusetts.
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