Maxeon Solar Technologies Ltd (MAXN)vsSunrun Inc (RUN)
MAXN
Maxeon Solar Technologies Ltd
$0.76
0.00%
TECHNOLOGY · Cap: $12.86M
RUN
Sunrun Inc
$13.36
-9.89%
TECHNOLOGY · Cap: $3.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 1700% more annual revenue ($3.17B vs $176.41M). RUN leads profitability with a 17.9% profit margin vs 0.0%. MAXN trades at a lower P/E of 0.0x. RUN earns a higher WallStSmart Score of 68/100 (B-).
MAXN
Avoid23
out of 100
Grade: F
RUN
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.0%
Fair Value
$2.23
Current Price
$0.76
$1.47 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
Attractively priced relative to earnings
Conservative balance sheet, low leverage
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
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -289.5% — below average capital efficiency
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 : MAXN
The strongest argument for MAXN centers on P/E Ratio, Debt/Equity.
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 : MAXN
The primary concerns for MAXN are EPS Growth, Market Cap, Profit Margin.
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
MAXN profiles as a value 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.
MAXN generates stronger free cash flow (-48M), providing more financial flexibility.
Bottom Line
RUN scores higher overall (68/100 vs 23/100), backed by strong 17.9% margins and 43.2% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Maxeon Solar Technologies Ltd
TECHNOLOGY · SOLAR · USA
Maxeon Solar Technologies, Ltd. designs, manufactures, markets and sells solar panels and related solar system components worldwide. The company is headquartered in Singapore.
Visit Website →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.
Visit Website →Compare with Other SOLAR Stocks
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