Sunrun Inc (RUN)vsComplete Solaria, Inc (SPWR)
RUN
Sunrun Inc
$13.04
+2.27%
TECHNOLOGY · Cap: $2.99B
SPWR
Complete Solaria, Inc
$1.28
+3.23%
TECHNOLOGY · Cap: $148.23M
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 857% more annual revenue ($2.96B vs $308.94M). RUN leads profitability with a 15.2% profit margin vs 5.1%. RUN trades at a lower P/E of 7.5x. RUN earns a higher WallStSmart Score of 69/100 (B-).
RUN
Strong Buy69
out of 100
Grade: B-
SPWR
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.1%
Fair Value
$80.03
Current Price
$13.04
$66.99 discount
Margin of Safety
-287.8%
Fair Value
$0.41
Current Price
$1.28
$0.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 123.5% year-over-year
Earnings expanding 95.7% YoY
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
ROE of -22.1% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
5.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 15.2% and operating margin at 8.4%. Revenue growth of 123.5% demonstrates continued momentum.
Bull Case : SPWR
Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : RUN
The primary concerns for RUN are PEG Ratio, Return on Equity, Altman Z-Score. Debt-to-equity of 4.93 is elevated, increasing financial risk.
Bear Case : SPWR
The primary concerns for SPWR are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
RUN profiles as a growth stock while SPWR is a value play — different risk/reward profiles.
RUN carries more volatility with a beta of 2.46 — expect wider price swings.
RUN is growing revenue faster at 123.5% — sustainability is the question.
RUN generates stronger free cash flow (96M), providing more financial flexibility.
Bottom Line
RUN scores higher overall (69/100 vs 37/100), backed by strong 15.2% margins and 123.5% 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.
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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