Symbotic
Symbotic returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
NOPAT is undefined under this method: pretax profit must be positive and the effective tax rate must be between 0 and 100%.
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
NOPAT is undefined under this method: pretax profit must be positive and the effective tax rate must be between 0 and 100%.
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
NOPAT is undefined under this method: pretax profit must be positive and the effective tax rate must be between 0 and 100%.
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q3 | Jun 27, 2026 | — | 2.52% | — | 2.75% | 0.47% | — |
| FY 2026 Q2 | Mar 28, 2026 | — | -4.65% | — | -1.11% | -0.18% | — |
| FY 2026 Q1 | Dec 27, 2025 | — | -9.7% | — | -2.52% | -0.46% | — |
| FY 2025 Q4 | Sep 27, 2025 | — | -18.65% | — | -8.09% | -0.85% | — |
| FY 2025 Q3 | Jun 28, 2025 | — | -16.14% | — | -3.33% | -0.62% | — |
| FY 2025 Q2 | Mar 29, 2025 | — | -14.36% | — | -2.27% | -0.4% | — |
| FY 2025 Q1 | Dec 28, 2024 | — | -24.14% | — | -5.44% | -0.64% | — |
| FY 2024 Q4 | Sep 28, 2024 | — | -39.79% | — | -13.67% | -1.03% | — |
| FY 2024 Q3 | Jun 29, 2024 | — | -51.24% | — | -8.17% | -1.36% | — |
| FY 2024 Q2 | Mar 30, 2024 | — | -59.62% | — | -9.09% | -1.53% | — |
| FY 2024 Q1 | Dec 30, 2023 | — | -115.54% | — | -22.42% | -1.74% | — |
| FY 2023 Q4 | Sep 30, 2023 | — | -334.28% | — | -656.92% | -2.84% | — |
| FY 2023 Q3 | Jun 24, 2023 | — | -186.76% | — | -1,865.05% | -19.81% | — |
| FY 2023 Q2 | Mar 25, 2023 | — | — | — | — | — | — |
| FY 2023 Q1 | Dec 24, 2022 | — | — | — | — | — | — |
| FY 2022 Q4 | Sep 24, 2022 | — | -72.08% | — | — | -15.14% | — |
| FY 2022 Q3 | Jun 25, 2022 | — | — | — | — | — | — |
| FY 2022 Q1 | Mar 31, 2022 | — | -2.6% | — | — | -2.55% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | — | — | — | — | — |
| FY 2021 Q3 | Sep 30, 2021 | — | — | — | — | — | — |
| FY 2021 Q2 | Jun 30, 2021 | — | — | — | — | — | — |
| FY 2021 Q1 | Mar 31, 2021 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · SYM, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.