Sunrun Inc (RUN)vsSolarEdge Technologies Inc (SEDG)
RUN
Sunrun Inc
$8.56
-0.81%
TECHNOLOGY · Cap: $2.22B
SEDG
SolarEdge Technologies Inc
$34.68
-5.63%
TECHNOLOGY · Cap: $2.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 161% more annual revenue ($3.48B vs $1.33B). RUN leads profitability with a 11.6% profit margin vs -20.3%. RUN appears more attractively valued with a PEG of 3.07. RUN earns a higher WallStSmart Score of 57/100 (C).
RUN
Buy57
out of 100
Grade: C
SEDG
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.9%
Fair Value
$41.57
Current Price
$8.56
$33.01 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 52.8% year-over-year
Earnings expanding 660.0% YoY
19.6% revenue growth
Areas to Watch
Operating margin of 4.0%
Expensive relative to growth rate
Earnings declined 60.7%
Negative free cash flow — burning cash
Expensive relative to growth rate
ROE of -88.7% — 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. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : SEDG
The strongest argument for SEDG centers on EPS Growth, Revenue Growth. Revenue growth of 19.6% demonstrates continued momentum.
Bear Case : RUN
The primary concerns for RUN are Operating Margin, PEG Ratio, EPS Growth. Debt-to-equity of 4.36 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 carries more volatility with a beta of 2.36 — expect wider price swings.
RUN is growing revenue faster at 52.8% — sustainability is the question.
SEDG generates stronger free cash flow (3M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RUN scores higher overall (57/100 vs 43/100) and 52.8% revenue growth. Both earn "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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