COMP <GO>
SYM vs IR // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Symbotic Inc. (NASDAQ) VS. Ingersoll Rand Inc. (NYSE) • 15-METRIC TALLY: SYM 5
— IR 8
■ METRIC PARITY
LAST: $37.93 (+1.42%) • MKT CAP: $22.62B
options-implied-move
—
LAST: $80.05 (+0.05%) • MKT CAP: $31.04B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SYM VS. IR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SYM | IR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.80% | 43.60% | -24.80 | IR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -5.00% | 7.40% | -12.40 | IR | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 23.1x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.39% | 3.26% | +0.13 | SYM | /fcf-yield <GO> |
| Operating Margin | -5.10% | 15.00% | -20.10 | IR | /operating-margins <GO> |
| Net Profit Margin | -0.80% | 7.60% | -8.40 | IR | /net-margins <GO> |
| Revenue Growth (YoY) | 25.70% | 5.70% | +20.00 | SYM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.10% | -0.10 | IR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.94 | 3.29 | +3.65 | SYM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | IR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.0 | 60.1 | -20.10 | IR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.99 | +0.12 | SYM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 49.7x | -31.70 | SYM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.62B | $31.04B | -$8.42B | IR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SYM REV | IR REV | SYM GROSS % | IR GROSS % | SYM FCF | IR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | $7.65B | 18.8% | 43.6% | $765.8M | $1.01B |
| FY 2024 | $1.79B | $7.24B | 13.7% | 43.8% | -$100.3M | $1.07B |
| FY 2023 | $1.18B | $6.88B | — | — | $177.8M | $1.07B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SYM // BETA 1.11
IR // BETA 0.99