Array Technologies Inc (ARRY)vsSunrun Inc (RUN)
ARRY
Array Technologies Inc
$7.73
+6.77%
TECHNOLOGY · Cap: $1.11B
RUN
Sunrun Inc
$13.04
+2.27%
TECHNOLOGY · Cap: $2.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 130% more annual revenue ($2.96B vs $1.28B). RUN leads profitability with a 15.2% profit margin vs -4.1%. ARRY appears more attractively valued with a PEG of 0.83. RUN earns a higher WallStSmart Score of 69/100 (B-).
ARRY
Hold46
out of 100
Grade: D+
RUN
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARRY.
Margin of Safety
+76.1%
Fair Value
$80.03
Current Price
$13.04
$66.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 137.1% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 123.5% year-over-year
Earnings expanding 95.7% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of -19.0% — below average capital efficiency
Revenue declined 17.9%
Distress zone — elevated risk
Expensive relative to growth rate
ROE of -22.1% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ARRY
The strongest argument for ARRY centers on EPS Growth, PEG Ratio. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : ARRY
The primary concerns for ARRY are Market Cap, Return on Equity, Revenue Growth.
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.
Key Dynamics to Monitor
ARRY profiles as a turnaround stock while RUN is a growth 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 46/100), 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.
Array Technologies Inc
TECHNOLOGY · SOLAR · USA
Array Technologies, Inc. manufactures and supplies solar tracking systems and related products for customers in the United States and internationally. The company is headquartered in Albuquerque, New Mexico.
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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