Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RUN
SELLSunrun Inc. · Technology · United States · $2.4B · Avg Vol: $103M/d
COMPANY DESCRIPTION
Sunrun Inc. is the largest residential solar installer and provider of solar-as-a-service in the United States, offering home solar panels, battery storage, and energy services. The company benefits from significant scale, proprietary installation and financing models, and a robust sales and service network, creating a strong competitive advantage in customer acquisition and operational efficiency. As a market leader, Sunrun's subscription model provides predictable recurring revenue while driving the adoption of residential solar energy and energy independence for homeowners.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.3B | 2.3B | 2.0B | 3.0B | 8.4% | 3.5B | 3.2B | 3.2B | 4.5% |
| EPS | 0.82 | -7.41 | -12.81 | 1.96 | 33.7% | 1.47 | 1.84 | 1.19 | -22.1% |
| Shares | 214.2M | 219.4M | 225.7M | 233.6M | +9.1% | 238.5M | — | — | — |
| Debt | 8.8B | 11.1B | 13.0B | 14.8B | 19.0% | 15.2B | — | — | — |
| Equity | 6.7B | 5.2B | 2.6B | 3.1B | -22.4% | — | — | — | — |
| Op CF | -848.8M | -820.7M | -766.2M | -421.4M | — | -200.1M | — | — | — |
| Inv CF | -2.1B | -2.6B | -2.7B | -2.5B | — | — | — | — | — |
| Fin CF | 3.0B | 3.5B | 3.4B | 3.2B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of RUN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RUN | Sunrun Inc.(you) | $2.4B | 21 | SELL |
| ARRY | Array Technologies, Inc. | $818M | 26 | SELL |
| ENPH | Enphase Energy, Inc. | $4.8B | 33 | SELL |
| SHLS | Shoals Technologies Group, Inc. | $1.6B | 49 | HOLD |
| NXT | Nextpower Inc. | $15.4B | 61 | HOLD |
| SPWR | SunPower Inc. | $82M | 11 | STRONG SELL |
| TYGO | Tigo Energy, Inc. | $128M | 43 | HOLD |
| FTCI | FTC Solar, Inc. | $77M | 1 | STRONG SELL |
| FSLR | First Solar, Inc. | $21.8B | 81 | STRONG BUY |
| NVTS | Navitas Semiconductor Corporation | $2.7B | 19 | STRONG SELL |
Peer medians: ROE 7.9% · P/E 38.7x · Gross margin 54.2%