JinkoSolar Holding Company Limited (JKS)vsSunrun Inc (RUN)
JKS
JinkoSolar Holding Company Limited
$23.42
-1.31%
TECHNOLOGY · Cap: $1.36B
RUN
Sunrun Inc
$12.22
-6.57%
TECHNOLOGY · Cap: $3.12B
Smart Verdict
WallStSmart Research — data-driven comparison
JinkoSolar Holding Company Limited generates 2709% more annual revenue ($83.06B vs $2.96B). RUN leads profitability with a 15.2% profit margin vs -2.3%. JKS appears more attractively valued with a PEG of 0.26. RUN earns a higher WallStSmart Score of 67/100 (B-).
JKS
Hold40
out of 100
Grade: D
RUN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JKS.
Margin of Safety
+76.1%
Fair Value
$80.03
Current Price
$12.22
$67.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
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
Weak financial health signals
ROE of -9.1% — below average capital efficiency
Revenue declined 39.9%
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 : JKS
The strongest argument for JKS centers on PEG Ratio, Price/Book. PEG of 0.26 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 : JKS
The primary concerns for JKS are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.89 is elevated, increasing financial risk.
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
JKS 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.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RUN scores higher overall (67/100 vs 40/100), 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.
JinkoSolar Holding Company Limited
TECHNOLOGY · SOLAR · China
JinkoSolar Holding Co., Ltd. is engaged in the design, development, production and marketing of photovoltaic products. The company is headquartered in Shangrao, the People's Republic of China.
Visit Website →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 →Compare with Other SOLAR Stocks
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