COMP <GO>
SYM vs UNP // EV/EBITDA & P/E VALUATION
Symbotic Inc. (NASDAQ) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: SYM 5
— UNP 9
■ METRIC PARITY
LAST: $37.93 (+1.42%) • MKT CAP: $22.62B
valuation
—
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
valuation
15.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SYM VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SYM | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.80% | 41.00% | -22.20 | UNP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -5.00% | 20.10% | -25.10 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 15.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.39% | 3.06% | +0.33 | SYM | /fcf-yield <GO> |
| Operating Margin | -5.10% | 40.20% | -45.30 | UNP | /operating-margins <GO> |
| Net Profit Margin | -0.80% | 29.10% | -29.90 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 25.70% | 1.10% | +24.60 | SYM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.80% | -1.80 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.94 | 4.31 | +2.63 | SYM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | UNP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.00% | +0.30 | UNP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 70.0 | -28.45 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.03 | +0.08 | SYM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 23.3x | -5.30 | SYM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.62B | $179.42B | -$156.80B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SYM REV | UNP REV | SYM GROSS % | UNP GROSS % | SYM FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | $24.51B | 18.8% | 44.0% | $765.8M | $5.50B |
| FY 2024 | $1.79B | $24.25B | 13.7% | 44.0% | -$100.3M | $5.89B |
| FY 2023 | $1.18B | $24.12B | 44.0% | 44.0% | $177.8M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SYM // BETA 1.11
UNP // BETA 1.03