SYM vs HEI-A

Comparison between Symbotic Inc - Class A (SYM, Company) and Heico Corp - Class A (HEI-A, Company).

Both SYM and HEI-A are from the Industrials sector.

5-Year PerformanceSYM has outperformed HEI-A, delivering a return of +34.5% compared to +12.5%

SYM vs HEI-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYM(COMPANY)	HEI-A(COMPANY)
Market Cap	$32B	$32B
Max Drawdown	72.46%	49.74%
Sharpe Ratio	0.83	0.16
5Y Beta	2.42	0.83
Industry	Specialty Industrial Machinery	Aerospace & Defense
P/E Ratio	-4239.86	36.64
Forward P/E	92.59	41.67
PEG Ratio	3.03	2.14
Dividend Yield	N/A	0.10%
5Y Dividends CAGR	N/A	8.45%
5Y EPS CAGR	N/A	6.25%
Debt to Equity	0.00%	0.08%
Free Cash Flow Yield	2.62%	2.62%
P/S Ratio	11.13	6.92
P/B Ratio	8.61	7.12

Market Cap

Winner

SYM

$32B

HEI-A

$32B

Max Drawdown

SYM

72.46%

Winner

HEI-A

49.74%

Sharpe Ratio

Winner

SYM

0.83

HEI-A

0.16

5Y Beta

SYM

2.42

Winner

HEI-A

0.83

Industry

SYM

Specialty Industrial Machinery

HEI-A

Aerospace & Defense

P/E Ratio

Winner

SYM

-4239.86

HEI-A

36.64

Forward P/E

SYM

92.59

Winner

HEI-A

41.67

PEG Ratio

SYM

3.03

Winner

HEI-A

2.14

Dividend Yield

SYM

N/A

HEI-A

0.10%

5Y Dividends CAGR

SYM

N/A

HEI-A

8.45%

5Y EPS CAGR

SYM

N/A

HEI-A

6.25%

Debt to Equity

Winner

SYM

0.00%

HEI-A

0.08%

Free Cash Flow Yield

SYM

2.62%

Winner

HEI-A

2.62%

P/S Ratio

SYM

11.13

Winner

HEI-A

6.92

P/B Ratio

SYM

8.61

Winner

HEI-A

7.12

SYM vs HEI-A - Historical Returns

Returns include dividend reinvestment.

Period	SYM	HEI-A
1 month	-24.21%	+13.66%
3 months	-17.26%	+3.78%
6 months	-26.26%	-0.22%
1 year	+50.44%	+3.16%
5 years(CAGR)	+34.54%	+12.49%
10 years(CAGR)	N/A	+24.23%
Max(CAGR)	+32.06%	+24.92%

SYM

-24.21%

Winner

HEI-A

+13.66%

SYM

-17.26%

Winner

HEI-A

+3.78%

SYM

-26.26%

Winner

HEI-A

-0.22%

Winner

SYM

+50.44%

HEI-A

+3.16%

5Y(CAGR)

Winner

SYM

+34.54%

HEI-A

+12.49%

10Y(CAGR)

SYM

N/A

HEI-A

+24.23%

Max(CAGR)

Winner

SYM

+32.06%

HEI-A

+24.92%

SYM vs HEI-A - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	SYM	HEI-A
2026	-32.14%	-5.25%
2025	+140.79%	+35.93%
2024	-52.28%	+31.65%
2023	+326.33%	+20.11%
2022	+19.16%	-6.78%
2021	-2.44%	+12.70%
2020	N/A	+23.76%
2019	N/A	+48.30%
2018	N/A	+25.84%
2017	N/A	+45.71%
2016	N/A	+43.05%

SYM vs HEI-A Drawdown Comparison

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

The maximum drawdown for HEI-A was -49.70%, occurring on Mar 18, 2020. Recovery took 302 trading sessions.

The current SYM drawdown is -49.58%. The current HEI-A drawdown is -11.77%.

Rank	SYM	HEI-A
#1	-72.46% Jul 31, 2023 - Oct 2, 2025	-49.70% Aug 29, 2019 - Nov 9, 2020
#2	-56.10% Jun 8, 2022 - Mar 20, 2023	-27.11% Jan 15, 2026 - Apr 29, 2026
#3	-49.58% Nov 26, 2025 - Jun 5, 2026	-25.90% Nov 9, 2021 - Feb 15, 2023
#4	-35.30% Nov 3, 2025 - Nov 26, 2025	-24.91% Sep 14, 2018 - Feb 15, 2019
#5	-27.61% Jun 16, 2023 - Jul 18, 2023	-18.84% Jun 8, 2021 - Nov 9, 2021
#6	-26.71% Jul 18, 2023 - Jul 31, 2023	-17.89% Nov 22, 2024 - Mar 25, 2025
#7	-23.43% Apr 21, 2023 - May 18, 2023	-17.71% Jan 12, 2016 - Apr 14, 2016
#8	-14.49% Oct 15, 2025 - Oct 29, 2025	-14.99% Jan 8, 2021 - Apr 15, 2021
#9	-13.66% Apr 23, 2021 - Jun 8, 2022	-14.47% May 22, 2023 - Jul 25, 2023
#10	-12.15% May 30, 2023 - Jun 7, 2023	-13.62% Mar 25, 2025 - May 15, 2025
#11	-8.84% Mar 27, 2023 - Apr 3, 2023	-12.63% Jan 29, 2018 - Feb 28, 2018
#12	-7.37% May 18, 2023 - May 24, 2023	-12.46% Jul 25, 2023 - Dec 4, 2023
#13	-7.37% Oct 8, 2025 - Oct 13, 2025	-10.02% Aug 4, 2025 - Jan 5, 2026
#14	-5.50% Jun 9, 2023 - Jun 13, 2023	-9.73% Dec 13, 2023 - Feb 7, 2024
#15	-4.87% Mar 22, 2023 - Mar 27, 2023	-8.80% Nov 16, 2020 - Dec 4, 2020