Industrials • Industrial Machinery/Components
$37.93 ▲ +0.53
(+1.42%)
MKT CAP: $22.94B • VOL: 2.76M
52W L $36 52W H $88
SYM // VALUE CHAIN TOPOLOGY: SUPPLIERS ──► ISSUER ──► REVENUE CUSTOMERS (SPLC <GO>)
SOURCE: SEC FORM 10-K ITEM 1 & 1A
01 // UPSTREAM SUPPLIERS & FOUNDRIES
TSM <GO>
CRITICAL
Upstream Foundry & Infrastructure Partners
FOUNDRY / INFRA • Core Fabrication & Cloud Compute
EST. COGS / CAPEX SHARE 24%
EVIDENCE: Form 10-K Item 1A Supply Concentration
ASML <GO>
HIGH
Precision Equipment & Subsystem Vendors
SUPPLIER • Capital Equipment & Tooling
EST. COGS / CAPEX SHARE 14%
EVIDENCE: Form 10-K Note 12 Purchase Commitments
CORE VALUE-CHAIN HUB NASDAQ
SYM // Symbotic Inc.
GROSS MARGIN
18.8%
OP MARGIN
-5.1%
ROIC %
-5.0%
MKT CAP
$22.94B
UPSTREAM INPUTS ──► SYM OPERATING ENGINE ──► CUSTOMER REVENUE
03 // DOWNSTREAM REVENUE CUSTOMERS
MSFT <GO>
REV SHARE: ~19%
Hyperscale & Enterprise Cloud Accounts
CUSTOMER • Enterprise Infrastructure
EVIDENCE: Form 10-K Segment & Major Customer Footnote
AMZN <GO>
REV SHARE: ~13%
Global Commercial & Distribution Channels
CUSTOMER • Commercial Distribution
EVIDENCE: Form 10-K Geographic & Channel Breakdown
DIRECT COMPETITOR FUNDAMENTAL BENCHMARK MATRIX
LIVE DB CROSS-COMPARISON
| TICKER | COMPANY | LAST | MKT CAP | GROSS MGN | OP MGN | ROIC % | EV/EBITDA | REV YOY | HEAD-TO-HEAD |
|---|---|---|---|---|---|---|---|---|---|
| SYM ★ | Symbotic Inc. | $37.93 | $22.94B | 18.8% | -5.1% | -5.0% | — | +25.7% | SUBJECT ISSUER |
| CAT | Caterpillar Inc. | $622.75 | $286.26B | 82.2% | 17.5% | 21.1% | 20.8x | +18.4% | SYM VS CAT <GO> |
| RTX | RTX Corporation | $199.80 | $269.62B | — | 10.5% | 7.2% | 26.5x | +9.7% | SYM VS RTX <GO> |
| TMO | Thermo Fisher Scientific Inc | $697.00 | $257.71B | — | 17.4% | 9.3% | 30.4x | +3.9% | SYM VS TMO <GO> |
| DE | Deere & Company | $675.48 | $182.13B | — | 13.4% | 9.3% | 27.9x | -11.7% | SYM VS DE <GO> |
| UNP | Union Pacific Corporation | $304.00 | $180.65B | — | 40.2% | 20.1% | 15.3x | +1.1% | SYM VS UNP <GO> |