TROW vs SYM

Comparison between T. Rowe Price Group Inc (TROW, Company) and Symbotic Inc - Class A (SYM, Company).

TROW is from the Financial Services sector, while SYM is from the Industrials sector.

5-Year PerformanceSYM has outperformed TROW, delivering a return of +34.0% compared to -6.7%

TROW vs SYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TROW(COMPANY)	SYM(COMPANY)
Market Cap	$26B	$26B
Max Drawdown	67.68%	72.46%
Sharpe Ratio	0.55	0.05
5Y Beta	1.11	2.44
Industry	Asset Management	Specialty Industrial Machinery
P/E Ratio	12.18	-3371.01
Forward P/E	11.88	105.26
PEG Ratio	4.31	2.88
Dividend Yield	4.30%	N/A
5Y Dividends CAGR	5.35%	N/A
5Y EPS CAGR	3.28%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	6.55%	3.29%
P/S Ratio	3.36	10.09
P/B Ratio	2.26	7.91

Market Cap

Winner

TROW

$26B

SYM

$26B

Max Drawdown

Winner

TROW

67.68%

SYM

72.46%

Sharpe Ratio

Winner

TROW

0.55

SYM

0.05

5Y Beta

Winner

TROW

1.11

SYM

2.44

Industry

TROW

Asset Management

SYM

Specialty Industrial Machinery

P/E Ratio

TROW

12.18

Winner

SYM

-3371.01

Forward P/E

Winner

TROW

11.88

SYM

105.26

PEG Ratio

TROW

4.31

Winner

SYM

2.88

Dividend Yield

TROW

4.30%

SYM

N/A

5Y Dividends CAGR

TROW

5.35%

SYM

N/A

5Y EPS CAGR

TROW

3.28%

SYM

N/A

Debt to Equity

TROW

0.00%

SYM

0.00%

Free Cash Flow Yield

Winner

TROW

6.55%

SYM

3.29%

P/S Ratio

Winner

TROW

3.36

SYM

10.09

P/B Ratio

Winner

TROW

2.26

SYM

7.91

TROW vs SYM - Historical Returns

Returns include dividend reinvestment.

Period	TROW	SYM
1 month	+8.91%	+6.62%
3 months	+20.05%	-31.93%
6 months	+13.81%	-30.48%
1 year	+18.20%	-13.73%
5 years(CAGR)	-6.74%	+34.01%
10 years(CAGR)	+8.71%	N/A
Max(CAGR)	+10.13%	+30.55%

Winner

TROW

+8.91%

SYM

+6.62%

Winner

TROW

+20.05%

SYM

-31.93%

Winner

TROW

+13.81%

SYM

-30.48%

Winner

TROW

+18.20%

SYM

-13.73%

5Y(CAGR)

TROW

-6.74%

Winner

SYM

+34.01%

10Y(CAGR)

TROW

+8.71%

SYM

N/A

Max(CAGR)

TROW

+10.13%

Winner

SYM

+30.55%

TROW vs SYM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TROW	SYM
2026	+15.44%	-33.93%
2025	-4.96%	+140.79%
2024	+9.47%	-52.28%
2023	+3.17%	+326.33%
2022	-41.61%	+19.16%
2021	+38.26%	-2.44%
2020	+24.50%	N/A
2019	+36.33%	N/A
2018	-8.12%	N/A
2017	+42.29%	N/A
2016	+10.49%	N/A
2015	-12.15%	N/A
2014	+6.26%	N/A
2013	+27.63%	N/A
2012	+17.36%	N/A
2011	-11.50%	N/A
2010	+21.08%	N/A
2009	+50.10%	N/A
2008	-38.51%	N/A
2007	+34.89%	N/A
2006	+21.42%	N/A
2005	+18.60%	N/A
2004	+30.46%	N/A
2003	+68.53%	N/A
2002	-19.30%	N/A
2001	-12.10%	N/A
2000	+21.93%	N/A
1999	-0.47%	N/A

TROW vs SYM Drawdown Comparison

The maximum drawdown for TROW was -67.45%, occurring on Mar 5, 2009. Recovery took 558 trading sessions.

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

The current TROW drawdown is -34.67%. The current SYM drawdown is -50.90%.

Rank	TROW	SYM
#1	-67.45% Sep 19, 2008 - Dec 7, 2010	-72.46% Jul 31, 2023 - Oct 2, 2025
#2	-58.20% Aug 31, 2021 - Apr 8, 2025	-56.10% Jun 8, 2022 - Mar 20, 2023
#3	-54.10% Sep 14, 2000 - Dec 23, 2003	-55.82% Nov 26, 2025 - Jun 23, 2026
#4	-38.06% Feb 19, 2020 - Jul 31, 2020	-35.30% Nov 3, 2025 - Nov 26, 2025
#5	-34.39% Feb 18, 2011 - Jan 4, 2013	-27.61% Jun 16, 2023 - Jul 18, 2023
#6	-31.38% Jun 12, 2018 - Nov 12, 2019	-26.71% Jul 18, 2023 - Jul 31, 2023
#7	-30.15% Nov 16, 2007 - Sep 19, 2008	-23.43% Apr 21, 2023 - May 18, 2023
#8	-28.76% Jan 25, 2000 - Jun 5, 2000	-14.49% Oct 15, 2025 - Oct 29, 2025
#9	-22.18% Dec 23, 2014 - Jul 14, 2017	-13.66% Apr 23, 2021 - Jun 8, 2022
#10	-19.32% Mar 5, 2004 - Oct 28, 2004	-12.15% May 30, 2023 - Jun 7, 2023
#11	-17.90% Apr 26, 2006 - Aug 15, 2006	-8.84% Mar 27, 2023 - Apr 3, 2023
#12	-16.45% Nov 22, 1999 - Jan 25, 2000	-7.37% May 18, 2023 - May 24, 2023
#13	-15.62% Jun 19, 2000 - Sep 13, 2000	-7.37% Oct 8, 2025 - Oct 13, 2025
#14	-15.00% Jan 26, 2018 - May 16, 2018	-5.50% Jun 9, 2023 - Jun 13, 2023
#15	-14.97% Aug 8, 2007 - Oct 1, 2007	-4.87% Mar 22, 2023 - Mar 27, 2023

Correlation

Correlation between TROW and SYM is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44

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