Sunrun Inc (RUN)vsSolarEdge Technologies Inc (SEDG)
RUN
Sunrun Inc
$12.22
-6.57%
TECHNOLOGY · Cap: $3.12B
SEDG
SolarEdge Technologies Inc
$51.73
+13.29%
TECHNOLOGY · Cap: $2.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 150% more annual revenue ($2.96B vs $1.18B). RUN leads profitability with a 15.2% profit margin vs -34.2%. RUN appears more attractively valued with a PEG of 4.50. RUN earns a higher WallStSmart Score of 67/100 (B-).
RUN
Strong Buy67
out of 100
Grade: B-
SEDG
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.1%
Fair Value
$80.03
Current Price
$12.22
$67.81 discount
Intrinsic value data unavailable for SEDG.
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
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -22.1% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
ROE of -74.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% 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 : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
RUN profiles as a growth stock while SEDG is a hypergrowth 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 (67/100 vs 45/100), 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 →SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
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