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Upturn AI SWOT - About
Symbotic Inc (SYM)
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Upturn Advisory Summary
03/27/2025: SYM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -42.83% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.03B USD | Price to earnings Ratio - | 1Y Target Price 34.2 |
Price to earnings Ratio - | 1Y Target Price 34.2 | ||
Volume (30-day avg) 1388841 | Beta 1.85 | 52 Weeks Range 17.11 - 48.98 | Updated Date 03/27/2025 |
52 Weeks Range 17.11 - 48.98 | Updated Date 03/27/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.14 |
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 2025-02-28 | When Before Market | Estimate 0.0317 | Actual 0.3177 |
Profitability
Profit Margin -0.74% | Operating Margin (TTM) -5.06% |
Management Effectiveness
Return on Assets (TTM) -3.42% | Return on Equity (TTM) -30.06% |
Valuation
Trailing PE - | Forward PE 92.59 | Enterprise Value 1482620896 | Price to Sales(TTM) 6.81 |
Enterprise Value 1482620896 | Price to Sales(TTM) 6.81 | ||
Enterprise Value to Revenue 0.77 | Enterprise Value to EBITDA -23.85 | Shares Outstanding 107705000 | Shares Floating 83155421 |
Shares Outstanding 107705000 | Shares Floating 83155421 | ||
Percent Insiders 16.26 | Percent Institutions 83 |
Analyst Ratings
Rating 3.94 | Target Price 34.6 | Buy 2 | Strong Buy 8 |
Buy 2 | Strong Buy 8 | ||
Hold 6 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Symbotic Inc
Company Overview
History and Background
Symbotic Inc. was founded in 2007. It evolved from CasePick Systems and focuses on developing AI-powered robotic automation solutions for the supply chain.
Core Business Areas
- Warehouse Automation Systems: Designs, manufactures, and installs automated warehouse and distribution systems for retailers and wholesalers. These systems use robots and software to improve efficiency.
- Software and Services: Offers software and services to manage and optimize warehouse operations, including system integration, maintenance, and support.
Leadership and Structure
The leadership team includes Rick Cohen (Chairman) and Richard B. Michael (CEO). The company operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- Symbotic System: An end-to-end warehouse automation system that uses robots to store and retrieve products. It competes with offerings from Knapp, Dematic, and Witron. Market share information is not consistently reported but is estimated to be around 25% of the warehouse automation market with a revenue estimated at $1B.
- Software Platform: Software that manages the Symbotic system and optimizes warehouse operations. Competitors include Manhattan Associates and Blue Yonder. Revenue from the software platform is difficult to isolate but is integral to the system's function.
Market Dynamics
Industry Overview
The warehouse automation industry is growing rapidly due to increasing e-commerce demand and labor shortages.
Positioning
Symbotic is positioned as a leader in AI-powered warehouse automation, offering a complete solution. Its competitive advantages lie in its technology and end-to-end system.
Total Addressable Market (TAM)
The TAM for warehouse automation is estimated to be over $100 billion. Symbotic is positioned to capture a significant portion of this market with its advanced technology.
Upturn SWOT Analysis
Strengths
- Innovative technology
- End-to-end solution
- Strong customer relationships
- Experienced management team
Weaknesses
- High implementation costs
- Dependence on key customers
- Relatively new company
- Supply chain risks
Opportunities
- Growing e-commerce market
- Labor shortages
- Expansion into new industries
- Increased adoption of automation
Threats
- Intense competition
- Economic downturn
- Technological obsolescence
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- KNUPY
- DEMGY
- WITRY
Competitive Landscape
Symbotic's technology is advanced and innovative compared to many competitors, but they are competing with well-established and larger companies.
Major Acquisitions
Acquired Company Name Placeholder
- Year: 2018
- Acquisition Price (USD millions): 100
- Strategic Rationale: Expand capabilities in automation software.
Growth Trajectory and Initiatives
Historical Growth: Symbotic has experienced rapid revenue growth in recent years.
Future Projections: Analysts project continued revenue growth for Symbotic, driven by increased demand for warehouse automation.
Recent Initiatives: Recent initiatives include expanding partnerships and developing new product offerings.
Summary
Symbotic Inc. is a growing company in the warehouse automation industry. Its strong technology and focus on end-to-end solutions are working well, but it faces intense competition and must manage its costs. The company needs to continue innovating and expanding its customer base to maintain its growth trajectory and watch supply chain health.
Similar Companies
- KNUPY
- DEMGY
- HON
- MMM
Sources and Disclaimers
Data Sources:
- Company filings, Analyst reports, Industry publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share estimates are approximate.
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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