Sunrun Inc (RUN)vsSpruce Power Holding Corp (SPRU)
RUN
Sunrun Inc
$8.56
-0.81%
TECHNOLOGY · Cap: $2.22B
SPRU
Spruce Power Holding Corp
$1.64
-3.53%
TECHNOLOGY · Cap: $34.27M
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 3104% more annual revenue ($3.48B vs $108.49M). RUN leads profitability with a 11.6% profit margin vs -6.8%. RUN earns a higher WallStSmart Score of 57/100 (C).
RUN
Buy57
out of 100
Grade: C
SPRU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.9%
Fair Value
$41.57
Current Price
$8.56
$33.01 discount
Margin of Safety
+82.3%
Fair Value
$22.63
Current Price
$1.64
$20.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 52.8% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 30.7%
Areas to Watch
Operating margin of 4.0%
Expensive relative to growth rate
Earnings declined 60.7%
Negative free cash flow — burning cash
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -10.5% — below average capital efficiency
Revenue declined 8.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : SPRU
The strongest argument for SPRU centers on Price/Book, Operating Margin.
Bear Case : RUN
The primary concerns for RUN are Operating Margin, PEG Ratio, EPS Growth. Debt-to-equity of 4.36 is elevated, increasing financial risk.
Bear Case : SPRU
The primary concerns for SPRU are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 5.54 is elevated, increasing financial risk.
Key Dynamics to Monitor
RUN profiles as a growth stock while SPRU is a turnaround play — different risk/reward profiles.
RUN carries more volatility with a beta of 2.36 — expect wider price swings.
RUN is growing revenue faster at 52.8% — sustainability is the question.
SPRU generates stronger free cash flow (-3M), providing more financial flexibility.
Bottom Line
RUN scores higher overall (57/100 vs 44/100) and 52.8% revenue growth. SPRU offers better value entry with a 82.3% margin of safety. Both earn "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.
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 →Spruce Power Holding Corp
TECHNOLOGY · SOLAR · USA
XL Fleet Corporation. The company is headquartered in Boston, Massachusetts.
Compare with Other SOLAR Stocks
Want to dig deeper into these stocks?