SYM vs DLTR

Comparison between Symbotic Inc - Class A (SYM, Company) and Dollar Tree Inc (DLTR, Company).

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

5-Year PerformanceSYM has outperformed DLTR, delivering a return of +34.0% compared to +5.5%

SYM vs DLTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYM(COMPANY)	DLTR(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	72.46%	67.06%
Sharpe Ratio	0.13	0.50
5Y Beta	2.48	0.60
Industry	Specialty Industrial Machinery	Discount Stores
P/E Ratio	3088.02	19.83
Forward P/E	232.56	19.38
PEG Ratio	7.74	1.61
5Y EPS CAGR	N/A	0.66%
Debt to Equity	0.00%	83.62%
Free Cash Flow Yield	3.36%	0.00%
P/S Ratio	9.77	1.26
P/B Ratio	7.66	7.09

Market Cap

Winner

SYM

$25B

DLTR

$25B

Max Drawdown

SYM

72.46%

Winner

DLTR

67.06%

Sharpe Ratio

SYM

0.13

Winner

DLTR

0.50

5Y Beta

SYM

2.48

Winner

DLTR

0.60

Industry

SYM

Specialty Industrial Machinery

DLTR

Discount Stores

P/E Ratio

SYM

3088.02

Winner

DLTR

19.83

Forward P/E

SYM

232.56

Winner

DLTR

19.38

PEG Ratio

SYM

7.74

Winner

DLTR

1.61

5Y EPS CAGR

SYM

N/A

DLTR

0.66%

Debt to Equity

Winner

SYM

0.00%

DLTR

83.62%

Free Cash Flow Yield

Winner

SYM

3.36%

DLTR

0.00%

P/S Ratio

SYM

9.77

Winner

DLTR

1.26

P/B Ratio

SYM

7.66

Winner

DLTR

7.09

SYM vs DLTR - Historical Returns

Returns include dividend reinvestment.

Period	SYM	DLTR
1 month	+2.91%	+4.32%
3 months	-9.85%	+45.50%
6 months	-23.70%	-1.30%
1 year	-10.21%	+17.21%
5 years(CAGR)	+34.02%	+5.46%
10 years(CAGR)	N/A	+3.27%
Max(CAGR)	+29.57%	+10.45%

SYM

+2.91%

Winner

DLTR

+4.32%

SYM

-9.85%

Winner

DLTR

+45.50%

SYM

-23.70%

Winner

DLTR

-1.30%

SYM

-10.21%

Winner

DLTR

+17.21%

5Y(CAGR)

Winner

SYM

+34.02%

DLTR

+5.46%

10Y(CAGR)

SYM

N/A

DLTR

+3.27%

Max(CAGR)

Winner

SYM

+29.57%

DLTR

+10.45%

SYM vs DLTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SYM	DLTR
2026	-35.22%	+3.24%
2025	+140.79%	+60.86%
2024	-52.28%	-47.43%
2023	+326.33%	+1.28%
2022	+19.16%	+0.19%
2021	-2.44%	+31.40%
2020	N/A	+15.21%
2019	N/A	+3.12%
2018	N/A	-16.90%
2017	N/A	+38.55%
2016	N/A	-2.07%
2015	N/A	+9.77%
2014	N/A	+24.79%
2013	N/A	+41.40%
2012	N/A	-1.59%
2011	N/A	+46.97%
2010	N/A	+74.63%
2009	N/A	+14.86%
2008	N/A	+64.72%
2007	N/A	-15.54%
2006	N/A	+24.38%
2005	N/A	-16.12%
2004	N/A	-2.84%
2003	N/A	+16.78%
2002	N/A	-19.71%
2001	N/A	+34.39%
2000	N/A	-23.25%
1999	N/A	+17.26%

SYM vs DLTR Drawdown Comparison

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

The maximum drawdown for DLTR was -67.06%, occurring on Mar 21, 2001. Recovery took 2294 trading sessions.

The current SYM drawdown is -51.87%. The current DLTR drawdown is -24.26%.

Rank	SYM	DLTR
#1	-72.46% Jul 31, 2023 - Oct 2, 2025	-67.06% Jul 12, 2000 - Aug 26, 2009
#2	-56.10% Jun 8, 2022 - Mar 20, 2023	-64.84% Apr 20, 2022 - Nov 11, 2024
#3	-55.82% Nov 26, 2025 - Jun 23, 2026	-44.64% Oct 22, 2019 - Apr 5, 2021
#4	-35.30% Nov 3, 2025 - Nov 26, 2025	-40.08% Jan 10, 2000 - Apr 3, 2000
#5	-27.61% Jun 16, 2023 - Jul 18, 2023	-33.54% Jun 19, 2012 - Sep 18, 2013
#6	-26.71% Jul 18, 2023 - Jul 31, 2023	-32.34% Aug 10, 2016 - Nov 21, 2017
#7	-23.43% Apr 21, 2023 - May 18, 2023	-31.66% Jan 29, 2018 - Oct 15, 2019
#8	-14.49% Oct 15, 2025 - Oct 29, 2025	-29.11% Apr 5, 2021 - Nov 15, 2021
#9	-13.66% Apr 23, 2021 - Jun 8, 2022	-26.76% Mar 20, 2015 - May 26, 2016
#10	-12.15% May 30, 2023 - Jun 7, 2023	-17.08% Nov 15, 2013 - Oct 31, 2014
#11	-8.84% Mar 27, 2023 - Apr 3, 2023	-15.45% May 16, 2000 - Jul 6, 2000
#12	-7.37% May 18, 2023 - May 24, 2023	-15.31% Dec 17, 2010 - Apr 20, 2011
#13	-7.37% Oct 8, 2025 - Oct 13, 2025	-13.90% Nov 24, 2021 - Mar 8, 2022
#14	-5.50% Jun 9, 2023 - Jun 13, 2023	-13.19% Jul 7, 2011 - Aug 26, 2011
#15	-4.87% Mar 22, 2023 - Mar 27, 2023	-12.76% Nov 3, 1999 - Nov 30, 1999