Positioning no disclosures inside 60 days, left as found
Options put/call open interest 3.48, read 2026-11-02
Ethical does not pass the values gate
Price36.82 USD
Fair value39.94
Ethical score70.0/100
Value readFairas of 7 Nov 2026
Our investment reviews on this name
2026-10-21Read Markdown37.90-2.8% to today ✓Accumulation gives way to Markdown first Markdown read since August
2026-09-14Read Accumulation39.87-7.6% to today Markdown gives way to Accumulation
2026-07-02Read Markdown41.63-11.6% to today ✓First review on file: Markdown
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Symbotic Inc holds its Markdown at $36.82. The statistical read favours the buyers, held for 184 days.
As held on the ledger · 2026-11-07
Phase
Markdown · caution
Quantitative state
The statistical read favours the buyers, held for 184 days
Price at the screen
$36.82
Valuation
460.25 trailing · 49.47 forward price to earnings
Values screen
FAIL· score 70.0
Beta
2.06
The Workings
Five Screens, Shown in Full
Does not pass. Accounts receivable
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
59.62%
Below 49%
Money owed to the company is 59.6% of assets, above the 49% limit.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Symbotic's business is fine, but its receivables are about 60% of its assets, well over the ~49% line, so it does not pass on the financial screens.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Fair vs our fair value, as of 7 Nov 2026: it trades at roughly an 8% discount to our $39.94 fair value, narrow competitive moat, 21.70% revenue growth.
Fair value range in USD, drawn from the 2026-11-07 screen. The gold marker is the market price at the same screen. A 7.8% discount to the base estimate.
Where our models see it going: fair-value estimate $39.94, with a range of $34.20 to $45.93, dated to the 2026-11-07 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Warehouse robots chase scale without profits
Picture a warehouse where pallets move themselves. Symbotic builds the software and robots that make that happen, and revenue is rising 23 percent a year. Yet the company still posts zero profit margins and a negative 6 percent return on equity.
We pass. The shares trade at 57 times forward earnings with only a 2 percent margin of safety to our fair value. A narrow moat and no profits leave little room for error despite the buy-rated analyst targets.
The main risks sit in execution and competition. Any slowdown in warehouse spending would hit growth fast, and the current valuation offers scant protection if margins stay missing. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it already moves more than the market on an average day; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
SYM trades on NASDAQ. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-04Markdown$37.52-1.0%Entry 10
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 1.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 46%. Our forward projection puts the odds of a 10% gain over the next month near 34%. The street (16 analysts) rates it buy, with a mean price target of $66. Insiders have been net sellers over the past quarter.
2026-10-28Markdown$37.900.0%Entry 9
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 46%. Our forward projection puts the odds of a 10% gain over the next month near 34%. The street (16 analysts) rates it buy, with a mean price target of $66.
2026-10-21Markdown · changed$37.90-11.1%Entry 8
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 11.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are up 46%. Our forward projection puts the odds of a 10% gain over the next month near 34%. The street (16 analysts) rates it buy, with a mean price target of $66.
2026-10-14Accumulation$42.63+1.8%Entry 7
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 1.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 46%. Our forward projection puts the odds of a 10% gain over the next month near 34%. The street (16 analysts) rates it buy, with a mean price target of $66.
2026-10-02Accumulation$41.89+5.1%Entry 6
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 5.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 46%. Our forward projection puts the odds of a 10% gain over the next month near 34%. The street (16 analysts) rates it buy, with a mean price target of $66.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 3.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 46%. Our forward projection puts the odds of a 10% gain over the next month near 34%. The street (16 analysts) rates it buy, with a mean price target of $66.
2026-08-14Markdown$41.49-0.3%Entry 4
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 46%. Our forward projection puts the odds of a 10% gain over the next month near 34%. The street (16 analysts) rates it buy, with a mean price target of $66.
2026-07-18Markdown$41.63+0.0%Entry 3
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 46%. Our forward projection puts the odds of a 10% gain over the next month near 34%. The street (16 analysts) rates it buy, with a mean price target of $66.
2026-07-03Markdown$41.63+0.0%Entry 2
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
2026-07-02Markdown$41.63Entry 1
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
