SYM Stock — Symbotic Inc.

Symbotic Inc. (SYM)

SYM is a Stock. Total return is 308.7% over the past 5.5 years, 196.3 points ahead of SPY at 112.4%.

Symbotic Inc. is an automation technology company headquartered in Massachusetts that develops systems to enhance operating efficiencies in modern warehouses by automating the processing of pallets, cases, and individual items at the front end of the supply chain. The company does not currently have a stated distribution frequency or expense ratio as it is an operating company rather than a fund. The stock may appeal to investors seeking exposure to warehouse automation and robotics technology.

SYM performance versus SPY

Price and return data through 2026-09-18.

Total return is 308.7% over the past 5.5 years, 196.3 points ahead of SPY at 112.4%. Over the past year its total return — price change plus distributions reinvested — is -18.3%. Its deepest 1-year drawdown was 56.2%.

SYM key facts

Asset type

Stock

Asset class

Equity

Inception date

03/09/2021

Distribution frequency

None

Last close

$41.89 (as of 2026-09-18)

Market cap

$5,440,395,930

Average volume

3917800.0

Beta

1.942

Payout ratio

0.0

P/E ratio

1047.25

Forward P/E

163.9344

EPS

$0.04

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) is the latest regular payout annualized by the fund's stated frequency, divided by the last close. Issuers often publish this as “Distribution Rate” on the fact sheet. Trailing-12-month yield is the sum of distributions paid in the last 12 months, split-adjusted, divided by the last close. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

SYM risks and drawbacks

The deepest 1-year drawdown on record here is 56.2%.

Who may consider SYM — and who may not

It is a weaker fit for investors who need monthly cash flow (SYM does not currently distribute); investors hunting double-digit covered-call yields. This is educational context, not a recommendation to buy or sell.

Frequently asked questions