Sunrun Inc (RUN)vsTOYO Co., Ltd Ordinary Shares (TOYO)
RUN
Sunrun Inc
$13.36
-9.89%
TECHNOLOGY · Cap: $3.07B
TOYO
TOYO Co., Ltd Ordinary Shares
$15.76
-7.24%
TECHNOLOGY · Cap: $593.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 512% more annual revenue ($3.17B vs $518.61M). RUN leads profitability with a 17.9% profit margin vs 13.8%. RUN trades at a lower P/E of 6.0x. RUN earns a higher WallStSmart Score of 68/100 (B-).
RUN
Strong Buy68
out of 100
Grade: B-
TOYO
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.7%
Fair Value
$39.67
Current Price
$13.36
$26.32 discount
Intrinsic value data unavailable for TOYO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 43.2% year-over-year
Earnings expanding 214.4% YoY
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Revenue surging 177.0% year-over-year
Earnings expanding 69.8% YoY
Strong operational efficiency at 25.4%
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of -6.0%
Distress zone — elevated risk
Smaller company, higher risk/reward
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 17.9% and operating margin at -6.0%. Revenue growth of 43.2% demonstrates continued momentum.
Bull Case : TOYO
The strongest argument for TOYO centers on P/E Ratio, Return on Equity, Revenue Growth. Revenue growth of 177.0% demonstrates continued momentum.
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.
Bear Case : TOYO
The primary concerns for TOYO are Altman Z-Score, Market Cap.
Key Dynamics to Monitor
RUN carries more volatility with a beta of 2.30 — expect wider price swings.
TOYO is growing revenue faster at 177.0% — sustainability is the question.
TOYO generates stronger free cash flow (29M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RUN scores higher overall (68/100 vs 64/100), backed by strong 17.9% margins and 43.2% revenue growth. Both earn "Strong Buy" and "Buy" 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 →TOYO Co., Ltd Ordinary Shares
TECHNOLOGY · SOLAR · USA
Toyo Co., Ltd. engages in the manufacture and sale of cutting tools. The company is headquartered in Shiojiri, Japan.
Compare with Other SOLAR Stocks
Want to dig deeper into these stocks?