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 +32.1% compared to -10.1%

SYM vs DG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYM(COMPANY)	DG(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	72.46%	73.72%
Sharpe Ratio	-0.17	0.51
5Y Beta	2.46	0.03
Industry	Specialty Industrial Machinery	Discount Stores
P/E Ratio	3487.61	18.26
Forward P/E	109.89	17.39
PEG Ratio	2.88	0.70
Dividend Yield	N/A	1.85%
5Y Dividends CAGR	N/A	13.59%
5Y EPS CAGR	N/A	3.22%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	2.98%	12.53%
P/S Ratio	11.38	0.65
P/B Ratio	7.98	3.17

Market Cap

Winner

SYM

$28B

Max Drawdown

Winner

SYM

72.46%

73.72%

Sharpe Ratio

SYM

-0.17

Winner

0.51

5Y Beta

SYM

2.46

Winner

0.03

Industry

SYM

Specialty Industrial Machinery

Discount Stores

P/E Ratio

SYM

3487.61

Winner

18.26

Forward P/E

SYM

109.89

Winner

17.39

PEG Ratio

SYM

2.88

Winner

0.70

Dividend Yield

SYM

N/A

1.85%

5Y Dividends CAGR

SYM

N/A

13.59%

5Y EPS CAGR

SYM

N/A

3.22%

Debt to Equity

SYM

0.00%

Free Cash Flow Yield

SYM

2.98%

Winner

12.53%

P/S Ratio

SYM

11.38

Winner

0.65

P/B Ratio

SYM

7.98

Winner

3.17

SYM vs DG - Historical Returns

Returns include dividend reinvestment.

Period	SYM	DG
1 month	-10.93%	+10.18%
3 months	-35.25%	+10.08%
6 months	-33.71%	-12.22%
1 year	-37.04%	+14.76%
5 years(CAGR)	+32.14%	-10.10%
10 years(CAGR)	N/A	+4.47%
Max(CAGR)	+28.38%	+11.88%

SYM

-10.93%

Winner

+10.18%

SYM

-35.25%

Winner

+10.08%

SYM

-33.71%

Winner

-12.22%

SYM

-37.04%

Winner

+14.76%

5Y(CAGR)

Winner

SYM

+32.14%

-10.10%

10Y(CAGR)

SYM

N/A

+4.47%

Max(CAGR)

Winner

SYM

+28.38%

+11.88%

SYM vs DG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SYM	DG
2026	-38.95%	-5.53%
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 -54.64%. The current DG drawdown is -47.31%.

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	-55.82% Nov 26, 2025 - Jun 23, 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 -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101