SYM
Symbotic Inc.
SYM's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over SYM overall, supported by stronger valuation and stronger modeled upside.
SYM Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
SYM's revenue, profitability, cash flow and balance sheet are all currently healthy.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
SYM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 82x | $35.44 | — |
| Current | 443x | $35.44 | — |
| Cheap | 477x | $38.19 | +7.8% |
| Fair | 521x | $41.71 | +18% |
| Expensive | 536x | $42.85 | +21% |
Historical ranges are pointers, not guarantees.
SYM has the edge over VRT in the historical PE scenario, which offers more potential upside but is not a forecast.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT's PE is in its cheap range at 39x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
SYM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Strong growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for SYM, with profitability holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over SYM on the outlook, with more favorable profitability expectations.
SYM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.43 | +438% |
| Q2 2026 | $0.08 | +$0.17 |
| Q1 2026 | -$0.06 | +$0.03 |
| Q4 2025 | -$0.11 | +$0.03 |
| Q3 2025 | -$0.16 | -$0.02 |
| Q2 2025 | -$0.09 | +$0.16 |
| Q1 2025 | -$0.09 | +$0.18 |
| Q4 2024 | -$0.14 | +$0.14 |
| Q3 2024 | -$0.14 | +$0.23 |
SYM has returned to profit: it earned $0.08 per share over the past year, after losing money the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over SYM on earnings, with more consistent year-over-year improvement.
SYM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $720.8M | +22% |
| Q1 2026 | $676.5M | +23% |
| Q4 2025 | $630M | +29% |
| Q3 2025 | $618.5M | +9.5% |
| Q2 2025 | $592.1M | +26% |
| Q1 2025 | $549.7M | +40% |
| Q4 2024 | $486.7M | +35% |
| Q3 2024 | $564.6M | +44% |
SYM has the edge over VRT on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 4.6% | +11 points |
| Q1 2026 | 0.9% | +6.7 points |
| Q4 2025 | 1% | +6.1 points |
| Q3 2025 | -3.5% | -5.5 points |
| Q2 2025 | -6.2% | +1.8 points |
| Q1 2025 | -5.8% | +11 points |
| Q4 2024 | -5.1% | +1.9 points |
| Q3 2024 | 1.9% | +16 points |
SYM's operating margin was 4.6% last quarter, up 11 points from the same quarter a year ago, near the top of its range since 2020.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT's revenue has grown year over year every quarter since late 2020: $4.3B last quarter, up 61% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over SYM on profitability, with a higher operating margin.
SYM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$147.3M | -$9M |
| Q1 2026 | $261.3M | -3.1% |
| Q4 2025 | $191.5M | -3.1% |
| Q3 2025 | $530.7M | +$650.8M |
| Q2 2025 | -$138.3M | -512% |
| Q1 2025 | $269.6M | +1351% |
| Q4 2024 | $197.7M | +$230M |
| Q3 2024 | -$120.1M | -344% |
SYM usually generates cash, though not every quarter: the latest was −$147M, but it generated $836M over the past year.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over SYM on cash flow, with more consistent year-over-year improvement.
SYM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -1.1M shares |
| 1 year | +22% | +24.1M shares |
| 3 years | +116% | +71.5M shares |
SYM has 133M diluted shares, up 22% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has the edge over SYM on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
SYM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -29.4x | Net Cash |
SYM has the edge over VRT on leverage, with a lower net debt burden relative to earnings.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has more cash than debt.
SYM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.1 | Neutral |
| Stochastic | 19.4 | Oversold |
SYM's weekly RSI is 36 (neutral) and its Stochastic is 19 (oversold).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
SYM PE vs Industrials Sector
| Metric | SYM | Sector median | Relative |
|---|---|---|---|
| PE | 443x | 24x | 1,744% above |
SYM is trading at 443x earnings, a 1744% premium to the Industrials sector's median of 24x, though its earnings don't support one.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over SYM on valuation relative to its sector.
SYM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $39.7 | 11% below |
| 20 week MA | $41.0 | 14% below |
| 50 week MA | $49.1 | 28% below |
| 100 week MA | $44.4 | 20% below |
| 200 week MA | $39.6 | 11% below |
SYM is in a downtrend: it's below all five of its weekly moving averages, and 11% below its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has the edge over SYM on trend strength, trading above more of its moving averages.
SYM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.4 | $9.97 | -4.5% |
| 2022 | $9.97 | $11.0 | +11% |
| 2023 | $11.0 | $51.3 | +366% |
| 2024 | $51.3 | $24.1 | -53% |
| 2025 | $24.1 | $58.0 | +141% |
| 2026 YTD | $58.0 | $35.4 | -39% |
SYM's yearly returns have swung widely, from +366% in 2023 to −53% in 2024. It's down 39% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over SYM on returns for 2026, with the stronger performance.