ES vs SYM

Comparison between Eversource Energy (ES, Company) and Symbotic Inc - Class A (SYM, Company).

ES is from the Utilities sector, while SYM is from the Industrials sector.

5-Year PerformanceSYM has outperformed ES, delivering a return of +34.0% compared to +2.4%

ES vs SYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ES(COMPANY)	SYM(COMPANY)
Market Cap	$27B	$27B
Max Drawdown	46.76%	72.46%
Sharpe Ratio	0.73	0.47
5Y Beta	0.24	2.41
Industry	Utilities - Regulated Electric	Specialty Industrial Machinery
P/E Ratio	15.41	-3554.43
Forward P/E	15.72	88.50
PEG Ratio	0.15	2.88
Dividend Yield	4.21%	N/A
5Y Dividends CAGR	5.97%	N/A
5Y EPS CAGR	5.26%	N/A
Debt to Equity	178.48%	0.00%
Free Cash Flow Yield	0.87%	3.12%
P/S Ratio	1.95	10.78
P/B Ratio	1.64	8.33

Market Cap

Winner

$27B

SYM

$27B

Max Drawdown

Winner

46.76%

SYM

72.46%

Sharpe Ratio

Winner

0.73

SYM

0.47

5Y Beta

Winner

0.24

SYM

2.41

Industry

Utilities - Regulated Electric

SYM

Specialty Industrial Machinery

P/E Ratio

15.41

Winner

SYM

-3554.43

Forward P/E

Winner

15.72

SYM

88.50

PEG Ratio

Winner

0.15

SYM

2.88

Dividend Yield

4.21%

SYM

N/A

5Y Dividends CAGR

5.97%

SYM

N/A

5Y EPS CAGR

5.26%

SYM

N/A

Debt to Equity

178.48%

Winner

SYM

0.00%

Free Cash Flow Yield

0.87%

Winner

SYM

3.12%

P/S Ratio

Winner

1.95

SYM

10.78

P/B Ratio

Winner

1.64

SYM

8.33

ES vs SYM - Historical Returns

Returns include dividend reinvestment.

Period	ES	SYM
1 month	+8.66%	-12.94%
3 months	+8.39%	-19.92%
6 months	+11.82%	-34.11%
1 year	+20.73%	+1.28%
5 years(CAGR)	+2.40%	+33.96%
10 years(CAGR)	+5.86%	N/A
Max(CAGR)	+8.28%	+30.82%

Winner

+8.66%

SYM

-12.94%

Winner

+8.39%

SYM

-19.92%

Winner

+11.82%

SYM

-34.11%

Winner

+20.73%

SYM

+1.28%

5Y(CAGR)

+2.40%

Winner

SYM

+33.96%

10Y(CAGR)

+5.86%

SYM

N/A

Max(CAGR)

+8.28%

Winner

SYM

+30.82%

ES vs SYM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ES	SYM
2026	+11.82%	-34.11%
2025	+23.04%	+140.79%
2024	-5.55%	-52.28%
2023	-23.74%	+326.33%
2022	-3.09%	+19.16%
2021	+10.78%	-2.44%
2020	+6.77%	N/A
2019	+37.76%	N/A
2018	+6.47%	N/A
2017	+18.29%	N/A
2016	+12.17%	N/A
2015	-1.66%	N/A
2014	+32.68%	N/A
2013	+10.32%	N/A
2012	+13.45%	N/A
2011	+16.51%	N/A
2010	+28.72%	N/A
2009	+9.86%	N/A
2008	-20.34%	N/A
2007	+13.02%	N/A
2006	+46.94%	N/A
2005	+10.23%	N/A
2004	-3.06%	N/A
2003	+34.78%	N/A
2002	-13.16%	N/A
2001	-23.40%	N/A
2000	+18.26%	N/A
1999	-2.10%	N/A

ES vs SYM Drawdown Comparison

The maximum drawdown for ES was -43.12%, occurring on Oct 9, 2002. Recovery took 1120 trading sessions.

The maximum drawdown for SYM was -72.46%, occurring on Apr 4, 2025. Recovery took 546 trading sessions.

The current ES drawdown is -6.03%. The current SYM drawdown is -51.04%.

Rank	ES	SYM
#1	-43.12% Dec 29, 2000 - Jun 17, 2005	-72.46% Jul 31, 2023 - Oct 2, 2025
#2	-41.67% Aug 18, 2022 - Oct 23, 2023	-56.10% Jun 8, 2022 - Mar 20, 2023
#3	-41.15% Apr 3, 2007 - Oct 5, 2010	-55.82% Nov 26, 2025 - Jun 23, 2026
#4	-36.85% Mar 4, 2020 - Apr 20, 2022	-35.30% Nov 3, 2025 - Nov 26, 2025
#5	-22.54% Sep 11, 2000 - Dec 29, 2000	-27.61% Jun 16, 2023 - Jul 18, 2023
#6	-18.46% Aug 2, 2005 - Jul 10, 2006	-26.71% Jul 18, 2023 - Jul 31, 2023
#7	-18.14% Jan 29, 2015 - Feb 1, 2016	-23.43% Apr 21, 2023 - May 18, 2023
#8	-17.63% Nov 14, 2017 - Oct 24, 2018	-14.49% Oct 15, 2025 - Oct 29, 2025
#9	-16.42% May 27, 2022 - Aug 15, 2022	-13.66% Apr 23, 2021 - Jun 8, 2022
#10	-15.45% May 18, 2011 - Dec 27, 2011	-12.15% May 30, 2023 - Jun 7, 2023
#11	-15.12% Nov 18, 1999 - Apr 14, 2000	-8.84% Mar 27, 2023 - Apr 3, 2023
#12	-14.48% Jul 5, 2016 - Mar 15, 2017	-7.37% May 18, 2023 - May 24, 2023
#13	-11.85% Apr 30, 2013 - Aug 1, 2013	-7.37% Oct 8, 2025 - Oct 13, 2025
#14	-11.06% Jun 30, 2014 - Oct 14, 2014	-5.50% Jun 9, 2023 - Jun 13, 2023
#15	-10.65% Aug 1, 2013 - Feb 11, 2014	-4.87% Mar 22, 2023 - Mar 27, 2023