Sunrun Inc (RUN)vsSUNation Energy Inc. (SUNE)
RUN
Sunrun Inc
$13.04
+2.27%
TECHNOLOGY · Cap: $2.99B
SUNE
SUNation Energy Inc.
$2.61
-6.79%
TECHNOLOGY · Cap: $8.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 4823% more annual revenue ($2.96B vs $60.07M). RUN leads profitability with a 15.2% profit margin vs -33.8%. RUN earns a higher WallStSmart Score of 69/100 (B-).
RUN
Strong Buy69
out of 100
Grade: B-
SUNE
Hold39
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
Intrinsic value data unavailable for SUNE.
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
Reasonable price relative to book value
Revenue surging 29.0% year-over-year
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 -116.6% — below average capital efficiency
Distress zone — elevated risk
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 : SUNE
The strongest argument for SUNE centers on Price/Book, Revenue Growth. Revenue growth of 29.0% 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 : SUNE
The primary concerns for SUNE are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
SUNE carries more volatility with a beta of 4.39 — 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.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RUN scores higher overall (69/100 vs 39/100), 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.
Visit Website →SUNation Energy Inc.
TECHNOLOGY · SOLAR · USA
SUNation Energy Inc. is a leading provider of solar energy solutions, specializing in the design, installation, and maintenance of solar photovoltaic systems for both residential and commercial markets. Committed to sustainability and environmental responsibility, the company leverages advanced technologies to enhance energy efficiency while reducing costs for its clientele. As the shift towards renewable energy accelerates globally, SUNation's dedication to innovation and customer satisfaction solidifies its role as a crucial contributor to the renewable energy landscape, capitalizing on the growing demand for clean energy alternatives.
Visit Website →Compare with Other SOLAR Stocks
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