SYM vs CRS

Comparison between Symbotic Inc - Class A (SYM, Company) and Carpenter Technology Corp (CRS, Company).

Both SYM and CRS are from the Industrials sector.

5-Year PerformanceCRS has outperformed SYM, delivering a return of +74.1% compared to +32.1%

SYM vs CRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYM(COMPANY)	CRS(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	72.46%	84.97%
Sharpe Ratio	-0.17	1.75
5Y Beta	2.46	1.55
Industry	Specialty Industrial Machinery	Metal Fabrication
P/E Ratio	3487.61	59.21
Forward P/E	109.89	23.36
PEG Ratio	2.88	1.74
Dividend Yield	N/A	0.14%
5Y Dividends CAGR	N/A	0.00%
Debt to Equity	0.00%	33.39%
Free Cash Flow Yield	2.98%	2.20%
P/S Ratio	11.38	9.20
P/B Ratio	7.98	12.72

Market Cap

SYM

$28B

Winner

CRS

$28B

Max Drawdown

Winner

SYM

72.46%

CRS

84.97%

Sharpe Ratio

SYM

-0.17

Winner

CRS

1.75

5Y Beta

SYM

2.46

Winner

CRS

1.55

Industry

SYM

Specialty Industrial Machinery

CRS

Metal Fabrication

P/E Ratio

SYM

3487.61

Winner

CRS

59.21

Forward P/E

SYM

109.89

Winner

CRS

23.36

PEG Ratio

SYM

2.88

Winner

CRS

1.74

Dividend Yield

SYM

N/A

CRS

0.14%

5Y Dividends CAGR

SYM

N/A

CRS

0.00%

Debt to Equity

Winner

SYM

0.00%

CRS

33.39%

Free Cash Flow Yield

Winner

SYM

2.98%

CRS

2.20%

P/S Ratio

SYM

11.38

Winner

CRS

9.20

P/B Ratio

Winner

SYM

7.98

CRS

12.72

SYM vs CRS - Historical Returns

Returns include dividend reinvestment.

Period	SYM	CRS
1 month	-10.93%	-10.01%
3 months	-35.25%	+21.63%
6 months	-33.71%	+52.69%
1 year	-37.04%	+120.11%
5 years(CAGR)	+32.14%	+74.11%
10 years(CAGR)	N/A	+33.04%
Max(CAGR)	+28.38%	+17.75%

SYM

-10.93%

Winner

CRS

-10.01%

SYM

-35.25%

Winner

CRS

+21.63%

SYM

-33.71%

Winner

CRS

+52.69%

SYM

-37.04%

Winner

CRS

+120.11%

5Y(CAGR)

SYM

+32.14%

Winner

CRS

+74.11%

10Y(CAGR)

SYM

N/A

CRS

+33.04%

Max(CAGR)

Winner

SYM

+28.38%

CRS

+17.75%

SYM vs CRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SYM	CRS
2026	-38.95%	+64.87%
2025	+140.79%	+80.07%
2024	-52.28%	+146.71%
2023	+326.33%	+100.26%
2022	+19.16%	+24.98%
2021	-2.44%	+6.41%
2020	N/A	-39.06%
2019	N/A	+35.16%
2018	N/A	-31.93%
2017	N/A	+41.89%
2016	N/A	+25.93%
2015	N/A	-35.61%
2014	N/A	-19.41%
2013	N/A	+18.16%
2012	N/A	-1.33%
2011	N/A	+25.15%
2010	N/A	+46.05%
2009	N/A	+27.41%
2008	N/A	-71.91%
2007	N/A	+51.27%
2006	N/A	+43.41%
2005	N/A	+27.69%
2004	N/A	+93.51%
2003	N/A	+139.02%
2002	N/A	-49.63%
2001	N/A	-14.70%
2000	N/A	+36.39%
1999	N/A	+14.08%

SYM vs CRS Drawdown Comparison

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

The maximum drawdown for CRS was -84.68%, occurring on Nov 20, 2008. Recovery took 3923 trading sessions.

The current SYM drawdown is -54.64%. The current CRS drawdown is -10.01%.

Rank	SYM	CRS
#1	-72.46% Jul 31, 2023 - Oct 2, 2025	-84.68% Dec 10, 2007 - Jul 13, 2023
#2	-56.10% Jun 8, 2022 - Mar 20, 2023	-72.07% Dec 8, 2000 - Feb 11, 2004
#3	-55.82% Nov 26, 2025 - Jun 23, 2026	-35.12% May 10, 2006 - Jul 12, 2007
#4	-35.30% Nov 3, 2025 - Nov 26, 2025	-31.09% Jan 6, 2000 - Jul 27, 2000
#5	-27.61% Jun 16, 2023 - Jul 18, 2023	-30.24% Jul 19, 2007 - Nov 29, 2007
#6	-26.71% Jul 18, 2023 - Jul 31, 2023	-28.74% Jan 23, 2025 - May 2, 2025
#7	-23.43% Apr 21, 2023 - May 18, 2023	-26.94% Mar 4, 2005 - Dec 12, 2005
#8	-14.49% Oct 15, 2025 - Oct 29, 2025	-25.89% Oct 6, 2004 - Nov 9, 2004
#9	-13.66% Apr 23, 2021 - Jun 8, 2022	-25.65% Feb 12, 2004 - Jul 26, 2004
#10	-12.15% May 30, 2023 - Jun 7, 2023	-19.89% Dec 4, 2023 - Apr 4, 2024
#11	-8.84% Mar 27, 2023 - Apr 3, 2023	-19.45% Aug 29, 2000 - Nov 7, 2000
#12	-7.37% May 18, 2023 - May 24, 2023	-19.08% Jul 18, 2025 - Oct 23, 2025
#13	-7.37% Oct 8, 2025 - Oct 13, 2025	-18.66% Jul 6, 2026 - Jul 30, 2026
#14	-5.50% Jun 9, 2023 - Jun 13, 2023	-16.92% Dec 21, 2004 - Feb 3, 2005
#15	-4.87% Mar 22, 2023 - Mar 27, 2023	-15.74% Nov 26, 2024 - Jan 15, 2025