Array Technologies Inc (ARRY)vsSunrun Inc (RUN)
ARRY
Array Technologies Inc
$8.09
-11.00%
TECHNOLOGY · Cap: $1.40B
RUN
Sunrun Inc
$13.36
-9.89%
TECHNOLOGY · Cap: $3.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 163% more annual revenue ($3.17B vs $1.21B). RUN leads profitability with a 17.9% profit margin vs -5.6%. ARRY appears more attractively valued with a PEG of 1.05. RUN earns a higher WallStSmart Score of 68/100 (B-).
ARRY
Hold43
out of 100
Grade: D
RUN
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.7%
Fair Value
$10.81
Current Price
$8.09
$2.72 premium
Margin of Safety
+51.7%
Fair Value
$39.67
Current Price
$13.36
$26.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 137.1% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 43.2% year-over-year
Earnings expanding 214.4% YoY
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 2.0%
ROE of -25.0% — below average capital efficiency
Revenue declined 26.1%
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of -6.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARRY
The strongest argument for ARRY centers on EPS Growth. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.9% and operating margin at -6.0%. Revenue growth of 43.2% demonstrates continued momentum.
Bear Case : ARRY
The primary concerns for ARRY are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 2.85 is elevated, increasing financial risk.
Bear Case : RUN
The primary concerns for RUN are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.45 is elevated, increasing financial risk.
Key Dynamics to Monitor
ARRY profiles as a turnaround stock while RUN is a growth play — different risk/reward profiles.
RUN carries more volatility with a beta of 2.30 — expect wider price swings.
RUN is growing revenue faster at 43.2% — sustainability is the question.
ARRY generates stronger free cash flow (-37M), providing more financial flexibility.
Bottom Line
RUN scores higher overall (68/100 vs 43/100), backed by strong 17.9% margins and 43.2% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Array Technologies Inc
TECHNOLOGY · SOLAR · USA
Array Technologies, Inc. manufactures and supplies solar tracking systems and related products for customers in the United States and internationally. The company is headquartered in Albuquerque, New Mexico.
Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
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