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1. Company Snapshot

1.a. Company Description

Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States.It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory.The company is based in Wilmington, Massachusetts.

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1.b. Last Insights on SYM

Breaking News: Symbotic Inc announced a public offering of 10 million shares of common stock. The company, along with shareholder Softbank, is selling a total of 10 million shares, with 6.5 million from Symbotic and 3.5 million from Softbank. This move comes after a recent price surge, allowing Symbotic to raise capital without taking on debt. The company expects a deployment realignment due to its next-generation storage structure. Some analysts believe AI companies like Symbotic offer significant upside, making early positioning critical. A recent recommendation from analysts is to hold the stock.

1.c. Company Highlights

2. Symbotic's Q4 2025 Earnings: A Strong Finish to the Year

Symbotic's fourth quarter 2025 revenue grew 10% year over year to $618 million, exceeding expectations. The company's net loss was $19 million due to higher stock-based compensation and restructuring expenses. Adjusted EBITDA was $49 million, at the high end of its forecast. Earnings per share (EPS) came in at $0.583, slightly below estimates of $0.584 is not true it is actually very close to the estimate, the actual being 0.583. The backlog remained strong at $22.5 billion, indicating a robust pipeline of future revenue. The company's financial performance was driven by the expansion of systems in operation, fueling higher recurring revenue, and progress on its paid development program.

Publication Date: Nov -25

📋 Highlights
  • Revenue Growth & EBITDA Performance: Q4 2025 revenue surged 10% YoY to $618M, exceeding forecasts, while adjusted EBITDA reached $49M, hitting the high end of guidance.
  • Backlog Strength: RPO backlog stood at $22.5B, with $5B in mini micro fulfillment opportunities and 12% expected delivery in the next 12 months.
  • New Customer Wins: Secured Medline in healthcare and GreenBox (SoftBank project), with Atlanta as the first GreenBox site and $1.2B cash reserves for execution.
  • Margin Expansion: Systems gross margin improved significantly via cost discipline and supply chain efficiency, with next-gen storage systems driving further gains.
  • Geographic & Technological Expansion: Europe now hosts half the sales team, targeting dense warehouses, while AI, cloud-based solutions, and Niobolta battery tech enhance bot reliability.

Guidance and Outlook

For fiscal year 2026, Symbotic expects revenue between $610 million to $630 million, representing year-over-year growth between 25-29%, and adjusted EBITDA between $49 million and $53 million. The company is bullish about its margins, expecting them to expand in the coming quarters, particularly with the rollout of the next-generation storage system. Analysts estimate next year's revenue growth at 19.8%, slightly below the company's guidance.

Operational Highlights

The company finished the quarter with cash and cash equivalents of $1.2 billion, providing a solid foundation for future investments. Symbotic also announced a new customer, Medline, in the healthcare vertical, and signed new sites with GreenBox. The company's focus for fiscal year 2026 is to harness its growing product portfolio to broaden opportunities, unlock higher margins, and invest in innovation.

Valuation and Metrics

With a P/S Ratio of 82.83 and an EV/EBITDA of -2855.21, Symbotic's valuation reflects high expectations for future growth. The company's ROE and ROIC are negative, at -13.15% and -17.47%, respectively, indicating that the company is still in an investment phase. However, the strong backlog and expected margin expansion could drive future returns.

Innovation and Expansion

Symbotic continues to innovate, with advancements in bot design, vision, LiDAR, and collision avoidance. The company has moved to cloud-based solutions and is investing in AI resources. The recent win with Medline is not expected to significantly impact revenue in the fourth quarter but will contribute to revenue recognition over a two-year period. The company's geographic expansion, particularly in Europe, is expected to drive future growth.

3. NewsRoom

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Symbotic Stock Tanks 15%. Why Walmart's Partner Is Falling.

Dec -04

Source: barrons.com

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Why Symbotic Stock Tumbled This Week

Dec -04

Source: fool.com

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Why Symbotic Stock Plunged Today

Dec -04

Source: fool.com

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10 AI Stocks Worth Buying Right Now

Dec -04

Source: fool.com

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Symbotic Stock Plunges After Hours: Here's Why

Dec -03

Source: feeds.benzinga.com

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Symbotic Announces Primary and Secondary Offering of Class A Common Stock

Dec -03

Source: globenewswire.com

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Symbotic (NASDAQ:SYM) Trading Down 21.5% Following Insider Selling

Dec -03

Source: defenseworld.net

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Why Symbotic Stock Crashed Today

Dec -02

Source: fool.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.54%)

6. Segments

Systems

Expected Growth: 10.55%

Symbotic Inc.'s 10.55% growth is driven by increasing adoption of warehouse automation, rising e-commerce demand, and growing need for efficient supply chain management. Additionally, the company's AI-powered software and robotics solutions are gaining traction, leading to increased revenue and market share.

Operation Services

Expected Growth: 10.27%

Symbotic Inc.'s Operation Services segment growth of 10.27% is driven by increasing adoption of warehouse automation solutions, rising e-commerce demand, and growing need for efficient supply chain management. Additionally, the company's AI-powered software and robotics technology are enhancing operational efficiency, leading to higher revenue growth.

Software Maintenance and Support

Expected Growth: 9.9%

Symbotic Inc.'s Software Maintenance and Support growth of 9.9% is driven by increasing adoption of warehouse automation, rising demand for efficient supply chain management, and growing need for real-time inventory tracking. Additionally, the company's expanding customer base, strategic partnerships, and continuous innovation in AI-powered warehouse management software also contribute to this growth.

7. Detailed Products

Warehouse Automation System

A comprehensive warehouse automation system that uses AI-powered robots to optimize warehouse operations, including inventory management, order fulfillment, and shipping.

Supply Chain Optimization Platform

A cloud-based platform that uses machine learning algorithms to optimize supply chain operations, including demand forecasting, inventory management, and logistics.

Robotics-as-a-Service (RaaS)

A subscription-based service that provides access to AI-powered robots for warehouse automation, including deployment, maintenance, and support.

Inventory Management Software

A software solution that uses machine learning algorithms to optimize inventory levels, reduce stockouts, and improve supply chain efficiency.

Autonomous Mobile Robots (AMRs)

AI-powered robots that can navigate warehouse environments autonomously, performing tasks such as inventory counting, picking, and packing.

8. Symbotic Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Symbotic Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the evolving nature of the industry.

Bargaining Power Of Customers

Symbotic Inc. has a diverse customer base, but some large customers have significant bargaining power, which can impact pricing and contract terms.

Bargaining Power Of Suppliers

Symbotic Inc. has a diversified supplier base, and no single supplier has significant bargaining power, reducing the risk of supply chain disruptions.

Threat Of New Entrants

While there are barriers to entry in the industry, new entrants can still disrupt the market, and Symbotic Inc. must continue to innovate to stay competitive.

Intensity Of Rivalry

The industry is highly competitive, with several established players, and Symbotic Inc. must focus on differentiating itself through innovation and customer service to maintain market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 94.26%
Debt Cost 3.95%
Equity Weight 5.74%
Equity Cost 13.75%
WACC 4.51%
Leverage 1642.68%

11. Quality Control: Symbotic Inc. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
PennyMac Financial Services

A-Score: 5.1/10

Value: 6.0

Growth: 2.6

Quality: 6.6

Yield: 2.0

Momentum: 7.0

Volatility: 6.7

1-Year Total Return ->

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New York Community Bancorp

A-Score: 5.1/10

Value: 9.2

Growth: 2.9

Quality: 5.4

Yield: 4.0

Momentum: 5.0

Volatility: 4.0

1-Year Total Return ->

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Stock-Card
Credit Acceptance

A-Score: 4.8/10

Value: 5.3

Growth: 6.3

Quality: 5.6

Yield: 0.0

Momentum: 6.0

Volatility: 5.3

1-Year Total Return ->

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Dun & Bradstreet Holdings

A-Score: 4.7/10

Value: 6.5

Growth: 4.6

Quality: 3.6

Yield: 2.0

Momentum: 2.0

Volatility: 9.3

1-Year Total Return ->

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Stock-Card
CorVel

A-Score: 4.0/10

Value: 1.2

Growth: 7.3

Quality: 7.2

Yield: 0.0

Momentum: 1.0

Volatility: 7.3

1-Year Total Return ->

View Full Report
Stock-Card
Symbotic

A-Score: 3.7/10

Value: 4.0

Growth: 5.6

Quality: 2.4

Yield: 0.0

Momentum: 9.5

Volatility: 1.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

60.48$

Current Price

60.48$

Potential

-0.00%

Expected Cash-Flows