SYM vs DG

Comparison between Symbotic Inc - Class A (SYM, Company) and Dollar General Corp (DG, Company).

SYM is from the Industrials sector, while DG is from the Consumer Defensive sector.

5-Year PerformanceSYM has outperformed DG, delivering a return of +33.2% compared to -10.4%

SYM vs DG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYM(COMPANY)	DG(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	72.46%	73.72%
Sharpe Ratio	0.72	0.13
5Y Beta	2.41	0.05
Industry	Specialty Industrial Machinery	Discount Stores
P/E Ratio	-3295.12	16.32
Forward P/E	80.00	15.02
PEG Ratio	N/A	0.62
Dividend Yield	N/A	2.07%
5Y Dividends CAGR	N/A	14.48%
5Y EPS CAGR	N/A	3.22%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	3.37%	14.02%

Market Cap

Winner

SYM

$25B

Max Drawdown

Winner

SYM

72.46%

73.72%

Sharpe Ratio

Winner

SYM

0.72

0.13

5Y Beta

SYM

2.41

Winner

0.05

Industry

SYM

Specialty Industrial Machinery

Discount Stores

P/E Ratio

Winner

SYM

-3295.12

16.32

Forward P/E

SYM

80.00

Winner

15.02

PEG Ratio

SYM

N/A

0.62

Dividend Yield

SYM

N/A

2.07%

5Y Dividends CAGR

SYM

N/A

14.48%

5Y EPS CAGR

SYM

N/A

3.22%

Debt to Equity

SYM

0.00%

Free Cash Flow Yield

SYM

3.37%

Winner

14.02%

SYM vs DG - Historical Returns

Returns include dividend reinvestment.

Period	SYM	DG
1 month	-11.41%	+6.80%
3 months	-16.74%	-10.00%
6 months	-28.37%	-16.25%
1 year	+16.75%	+3.08%
5 years(CAGR)	+33.18%	-10.37%
10 years(CAGR)	N/A	+3.69%
Max(CAGR)	+30.46%	+11.17%

SYM

-11.41%

Winner

+6.80%

SYM

-16.74%

Winner

-10.00%

SYM

-28.37%

Winner

-16.25%

Winner

SYM

+16.75%

+3.08%

5Y(CAGR)

Winner

SYM

+33.18%

-10.37%

10Y(CAGR)

SYM

N/A

+3.69%

Max(CAGR)

Winner

SYM

+30.46%

+11.17%

SYM vs DG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SYM	DG
2026	-35.75%	-16.34%
2025	+140.79%	+80.17%
2024	-52.28%	-44.93%
2023	+326.33%	-44.24%
2022	+19.16%	+5.53%
2021	-2.44%	+13.13%
2020	N/A	+35.39%
2019	N/A	+46.19%
2018	N/A	+16.24%
2017	N/A	+26.71%
2016	N/A	+3.58%
2015	N/A	+2.77%
2014	N/A	+15.52%
2013	N/A	+40.54%
2012	N/A	+7.33%
2011	N/A	+34.14%
2010	N/A	+32.89%
2009	N/A	-1.32%

SYM vs DG Drawdown Comparison

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

The maximum drawdown for DG was -72.60%, occurring on Jan 17, 2025. This drawdown has not yet recovered.

The current SYM drawdown is -52.26%. The current DG drawdown is -53.34%.

Rank	SYM	DG
#1	-72.46% Jul 31, 2023 - Oct 2, 2025	-72.60% Oct 28, 2022 - Jan 17, 2025
#2	-56.10% Jun 8, 2022 - Mar 20, 2023	-30.51% Jul 26, 2016 - Jan 4, 2018
#3	-53.99% Nov 26, 2025 - Jun 17, 2026	-27.58% Apr 20, 2022 - Oct 28, 2022
#4	-35.30% Nov 3, 2025 - Nov 26, 2025	-25.83% Jul 20, 2015 - Mar 10, 2016
#5	-27.61% Jun 16, 2023 - Jul 18, 2023	-23.87% Jul 10, 2012 - Jul 11, 2013
#6	-26.71% Jul 18, 2023 - Jul 31, 2023	-20.96% Jan 7, 2022 - Apr 6, 2022
#7	-23.43% Apr 21, 2023 - May 18, 2023	-19.98% Oct 13, 2020 - Jul 15, 2021
#8	-14.49% Oct 15, 2025 - Oct 29, 2025	-19.68% Dec 3, 2010 - May 12, 2011
#9	-13.66% Apr 23, 2021 - Jun 8, 2022	-18.44% Feb 21, 2020 - Apr 6, 2020
#10	-12.15% May 30, 2023 - Jun 7, 2023	-18.31% Jan 29, 2018 - Aug 14, 2018
#11	-8.84% Mar 27, 2023 - Apr 3, 2023	-15.89% Nov 8, 2018 - Feb 7, 2019
#12	-7.37% May 18, 2023 - May 24, 2023	-14.90% Jan 10, 2014 - Aug 18, 2014
#13	-7.37% Oct 8, 2025 - Oct 13, 2025	-13.51% Aug 10, 2021 - Jan 7, 2022
#14	-5.50% Jun 9, 2023 - Jun 13, 2023	-13.32% May 31, 2011 - Aug 30, 2011
#15	-4.87% Mar 22, 2023 - Mar 27, 2023	-12.91% Jun 2, 2010 - Nov 22, 2010

Correlation

Correlation between SYM and DG is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101