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Upturn AI SWOT - About
Symbotic Inc (SYM)
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Upturn Advisory Summary
08/14/2025: SYM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $48.86
1 Year Target Price $48.86
| 8 | Strong Buy |
| 2 | Buy |
| 8 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 34.28% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.14B USD | Price to earnings Ratio - | 1Y Target Price 48.86 |
Price to earnings Ratio - | 1Y Target Price 48.86 | ||
Volume (30-day avg) 19 | Beta 2.07 | 52 Weeks Range 16.32 - 64.16 | Updated Date 08/15/2025 |
52 Weeks Range 16.32 - 64.16 | Updated Date 08/15/2025 | ||
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 2025-08-06 | When - | Estimate 0.05 | Actual -0.05 |
Profitability
Profit Margin -0.48% | Operating Margin (TTM) -3.41% |
Management Effectiveness
Return on Assets (TTM) -2.52% | Return on Equity (TTM) -14.16% |
Valuation
Trailing PE - | Forward PE 102.04 | Enterprise Value 5092060680 | Price to Sales(TTM) 14.2 |
Enterprise Value 5092060680 | Price to Sales(TTM) 14.2 | ||
Enterprise Value to Revenue 2.32 | Enterprise Value to EBITDA -23.85 | Shares Outstanding 111315000 | Shares Floating 86764428 |
Shares Outstanding 111315000 | Shares Floating 86764428 | ||
Percent Insiders 15.7 | Percent Institutions 81.5 |
Upturn AI SWOT
Symbotic Inc
Company Overview
History and Background
Symbotic Inc. was founded in 2007 (though the technology dates back further within CasePick Systems), and went public in 2022 through a merger with a special-purpose acquisition company (SPAC) backed by SoftBank. It specializes in warehouse automation systems leveraging robotics and AI.
Core Business Areas
- Warehouse Automation Systems: Designs, develops, and deploys robotic warehouse automation systems for retailers, wholesalers, and food and beverage distributors. These systems integrate hardware and software to automate receiving, storing, retrieval, and order fulfillment.
- Software and Services: Provides software solutions for warehouse management, optimization, and control, as well as ongoing maintenance, support, and consulting services for its installed base.
Leadership and Structure
Rick Cohen is the Chairman, President, and CEO. The company has a typical corporate structure with departments for engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Symbotic System: A fully integrated warehouse automation system comprising robots, software, and infrastructure. Market share is difficult to pinpoint precisely but estimated to be growing rapidly as warehouse automation adoption increases. Competitors include AutoStore, Knapp, Dematic (Siemens), and Honeywell Intelligrated.
- Software Platform: Proprietary software that controls and optimizes warehouse operations. Market share tied to the Symbotic System adoption. Key competitors have similar software platforms tied to their automation solutions.
Market Dynamics
Industry Overview
The warehouse automation industry is experiencing significant growth due to e-commerce expansion, labor shortages, and increasing demand for efficiency. The industry is competitive and rapidly evolving.
Positioning
Symbotic is positioned as a high-end, fully integrated warehouse automation provider. Its strengths lie in its advanced robotic technology and comprehensive software platform.
Total Addressable Market (TAM)
The TAM for warehouse automation is estimated to be in the hundreds of billions of dollars globally and is expected to continue growing. Symbotic is positioned to capture a significant portion of this market, though estimates vary and depend on market penetration rates.
Upturn SWOT Analysis
Strengths
- Advanced Robotics Technology
- Integrated Software Platform
- Experienced Management Team
- Partnership with Walmart
- High Customer Retention Rate
Weaknesses
- High System Cost
- Reliance on a few key customers
- Relatively New Public Company
- Execution risk associated with large-scale deployments
Opportunities
- Expanding E-commerce Market
- Labor Shortages
- Technological Advancements (AI, Machine Learning)
- Geographic Expansion
- Product Diversification
Threats
- Intense Competition
- Economic Downturn
- Supply Chain Disruptions
- Technological Obsolescence
- Changing Customer Preferences
Competitors and Market Share
Key Competitors
- KNAP.VI
- SIEMENS.DE
- HON
Competitive Landscape
Symbotic's advantages include its advanced technology and comprehensive solution. Disadvantages include its high cost and reliance on key customers. Competitors offer a range of solutions with varying levels of automation and integration.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Enhance technological capabilities in the field of AI and Machine Learning for warehouse automation and efficiency.
Growth Trajectory and Initiatives
Historical Growth: Symbotic has experienced rapid revenue growth in recent years, driven by increased adoption of its warehouse automation systems.
Future Projections: Analyst estimates project continued strong revenue growth for Symbotic as it expands its customer base and geographic reach.
Recent Initiatives: Recent initiatives include expanding partnerships, investing in R&D, and scaling up manufacturing capacity.
Summary
Symbotic is a rapidly growing company in the warehouse automation market, with a strong technological foundation and a key partnership with Walmart. Its high system cost and reliance on a few major customers present risks. The company needs to diversify its customer base and manage execution risk as it scales its operations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Data may be based on estimates and projections.
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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