Skip to main content
Investment 16 min read

How to Evaluate Robotics Stocks

A framework for analyzing robotics companies as investments. Understand the market, evaluate competitive positions, and identify key metrics.

Disclaimer: This guide is educational only. Not financial advice. Do your own research before investing.

Market Landscape

The robotics market spans multiple segments with different growth rates, margins, and competitive dynamics. Understanding where a company fits is essential for valuation.

Industrial Robotics

Mature market, ~$15B annually. 5-7% growth. Dominated by FANUC, ABB, KUKA, Yaskawa.

High barriers to entry. Commoditizing in some segments. Watch for China competition.

Collaborative Robots

~$2B market, 20%+ growth. Universal Robots leads. Lower barriers, many entrants.

Strong growth but intensifying competition. Price pressure emerging.

Warehouse/Logistics

~$8B market, 15-20% growth. Amazon dominates captive market. Many startups.

High growth but capital intensive. Winner-take-most dynamics in some segments.

Surgical Robotics

~$7B market, 12-15% growth. Intuitive Surgical dominates. High margins, sticky customers.

Regulatory moats. Long sales cycles. New entrants emerging (Medtronic, J&J).

Autonomous Vehicles

Massive TAM but uncertain timing. Waymo, Cruise lead. Many failures (Argo AI).

Capital intensive. Regulatory uncertainty. Long path to profitability.

Humanoid Robots

Emerging market. Figure AI, Tesla Optimus, 1X leading. Massive potential, high risk.

Pre-revenue for most players. Technology risk remains. Years from scale.

See our public robotics stocks page for a comprehensive list of publicly traded companies.

Company Categories

Robotics companies fall into several categories with different investment profiles:

Robot Manufacturers

Build and sell complete robots. Hardware-centric, capital intensive.

Examples: FANUC, ABB, Intuitive Surgical, Boston Dynamics
Key metrics: Units shipped, ASP trends, gross margin

Component Suppliers

Sell parts to robot makers: motors, sensors, grippers, controllers.

Examples: Cognex (vision), Harmonic Drive (gears), Rockwell Automation
Key metrics: Design wins, revenue concentration, margin expansion

Software/AI Platforms

Provide software for robot programming, simulation, or AI capabilities.

Examples: NVIDIA (Isaac), Intrinsic (Alphabet), various startups
Key metrics: ARR, customer count, net retention

Robotics-as-a-Service (RaaS)

Deploy robots and charge per use, hour, or subscription. Recurring revenue model.

Examples: Locus Robotics, Bear Robotics, Symbotic
Key metrics: Deployed units, utilization rate, unit economics

Diversified Conglomerates

Large companies with robotics as one segment. Less pure-play exposure.

Examples: Siemens, Honeywell, Johnson & Johnson, Teradyne
Key metrics: Segment growth, capital allocation to robotics

Key Metrics to Analyze

Revenue Quality

  • Recurring vs. one-time: Service contracts, software subscriptions, and RaaS are more valuable than hardware sales alone.
  • Customer concentration: Top 10 customers >50% of revenue? Risky.
  • Geographic mix: Exposure to China cuts both ways—growth potential but regulatory risk.
  • Backlog/order trends: Forward-looking indicator of demand.

Unit Economics

  • Gross margin: Software >70%, hardware 30-50% typical. Watch trends.
  • ASP (Average Selling Price): Rising or falling? Indicates pricing power.
  • CAC/LTV: For RaaS, how much to acquire a customer vs. lifetime value?
  • Attach rate: Service/software revenue per robot sold.

Growth Indicators

  • Order growth vs. revenue growth: Orders leading = positive momentum.
  • Market share trends: Gaining or losing share in core segments?
  • New product pipeline: R&D as % of revenue, product launch cadence.
  • Customer diversification: Expanding into new industries/geographies?

Financial Health

  • Cash runway: For unprofitable companies, months of cash at current burn rate.
  • Path to profitability: Clear operating leverage? Or endless cash burn?
  • CapEx requirements: Hardware companies need ongoing manufacturing investment.
  • Working capital: Inventory buildup can signal demand issues.

Competitive Analysis

Assess competitive position using these frameworks:

Technology Moat

Patents? Proprietary algorithms? Unique hardware design? How defensible? Be skeptical—true technology moats are rare in robotics. Execution often matters more.

Scale Advantages

Manufacturing scale (FANUC), installed base (Intuitive), data network effects (autonomous vehicles). Scale creates cost advantages and customer stickiness.

Switching Costs

How painful to switch vendors? Surgical robots have high switching costs (training, integration). Cobots have lower switching costs. Important for retention and pricing power.

Ecosystem/Platform

Can the company build a platform that others build on? Third-party integrations, developer community, partner ecosystem. Creates lock-in and network effects.

Watch for China Competition

Chinese robotics companies (Estun, Siasun, JAKA) are rapidly improving quality while maintaining cost advantages. They're gaining share in industrial robots and cobots. Western companies need differentiation beyond price.

Risk Factors

Technology Risk

Will the technology work at scale? Humanoid robots, autonomous vehicles, and AI-based picking systems face significant technical uncertainty.

Adoption Risk

Will customers actually buy? Many robotics technologies face slow adoption due to integration complexity, workforce concerns, or unclear ROI.

Regulatory Risk

Autonomous vehicles face complex regulations. Medical robots need FDA approval. International trade restrictions affect China exposure.

Cyclicality

Industrial robot sales correlate with manufacturing capex. Recessions hit orders hard. 2020 and 2023 showed demand volatility.

Execution Risk

Can management scale operations? Many robotics startups have struggled with manufacturing, support, and international expansion.

Funding Risk

Pre-profit companies need capital. Venture funding dried up in 2023. SPACs disappointed. Can the company reach profitability or raise more capital?

Evaluation Framework

A structured approach to evaluating robotics investments:

1 Market Assessment

  • What's the TAM and realistic serviceable market?
  • What's the market growth rate and key drivers?
  • Is the market winner-take-all or fragmented?

2 Competitive Position

  • What's the company's market share and trend?
  • What are the sustainable competitive advantages?
  • Who are the key competitors and how do they compare?

3 Business Model Quality

  • What's the revenue mix (hardware/software/service)?
  • Are unit economics attractive and improving?
  • What's the path to profitability and timeline?

4 Management & Execution

  • Does management have relevant experience?
  • What's the track record on hitting targets?
  • How is capital being allocated?

5 Valuation

  • How does valuation compare to growth rate (PEG)?
  • What are comparable companies trading at?
  • What assumptions does current valuation imply?

Resources for Research

  • DroidAge Public Stocks — List of publicly traded robotics companies
  • Funding Leaderboard — Track private company valuations and funding
  • Unicorns — Billion-dollar robotics companies
  • M&A Activity — Track industry consolidation
  • • SEC filings (10-K, 10-Q) for public companies
  • • Industry reports from IFR (International Federation of Robotics)