Symbotic (SYM) Equity Ratio (2020 - 2026)

Symbotic's (SYM) quarterly Equity Ratio came in at 0.2 in Q1 2026, down 8.25% year-on-year from 0.21 in Q1 2025, and down 38.79% quarter-over-quarter from 0.32 in Q4 2025.

Symbotic (SYM) Equity Ratio (2020 - 2026) Analysis & Trends

Symbotic has disclosed Equity Ratio across 7 years of filings, most recently posting 0.2 for Q1 2026.

  • Equity Ratio for Q1 2026 came in at 0.2, down 8.25% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.2 (down 8.25% YoY), and the FY2025 annual result was 0.09, down 62.81% from the prior year.
  • Equity Ratio came in at 0.2 for Q1 2026 at Symbotic, down from 0.32 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.32 in Q4 2025 to a low of 0.0 in Q3 2023.
  • The 5-year median for Equity Ratio is 0.16 (2023), against an average of 0.16.
  • Across the five-year window, Equity Ratio plunged 102.37% in 2023 and surged 9660.96% in 2024, its largest moves.
  • Symbotic's Equity Ratio stood at 0.06 in 2022, then surged by 102.61% to 0.13 in 2023, then surged by 82.02% to 0.23 in 2024, then surged by 39.85% to 0.32 in 2025, then plunged by 38.79% to 0.2 in 2026.
  • The last three Equity Ratio figures came in at 0.2 (Q1 2026), 0.32 (Q4 2025), and 0.09 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 GE Vernova 251.14 Bn 242.11 Bn 1.78 Bn 0.20
2 Eaton 153.70 Bn 153.00 Bn 2.65 Bn 0.36
3 Parker-Hannifin 111.44 Bn 110.97 Bn 2.02 Bn 0.48
4 Cummins 90.06 Bn 87.33 Bn 2.24 Bn 0.39
5 Emerson Electric 77.51 Bn 75.74 Bn 2.42 Bn 0.48
6 Illinois Tool Works 72.86 Bn 72.03 Bn 1.76 Bn 0.20
7 Ametek 51.86 Bn 51.38 Bn 717.56 Mn 0.67
8 Rockwell Automation 50.08 Bn 49.71 Bn 1.13 Bn 0.32
9 Dover 28.99 Bn 27.35 Bn 798.14 Mn 0.55
10 Symbotic 5.30 Bn 3.64 Bn 149.95 Mn 0.20

Historic Data

Download Data
DateValue
Mar 28, 2026 0.20
Dec 27, 2025 0.32
Sep 27, 2025 0.09
Jun 28, 2025 0.24
Mar 29, 2025 0.21
Dec 28, 2024 0.23
Sep 28, 2024 0.25
Jun 29, 2024 0.23
Mar 30, 2024 0.25
Dec 30, 2023 0.13
Sep 30, 2023 0.00
Jun 24, 2023 0.02
Mar 25, 2023 0.02
Dec 24, 2022 0.06
Sep 24, 2022 0.11
Jun 25, 2022 0.12
Sep 25, 2021 -3.97
Mar 31, 2021 -0.02
Dec 31, 2020 0.05