Sunrun Inc (RUN)vsSynopsys Inc (SNPS)
RUN
Sunrun Inc
$12.60
+1.61%
TECHNOLOGY · Cap: $2.95B
SNPS
Synopsys Inc
$380.47
+0.70%
TECHNOLOGY · Cap: $72.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 171% more annual revenue ($8.01B vs $2.96B). RUN leads profitability with a 15.2% profit margin vs 13.8%. RUN appears more attractively valued with a PEG of 2.59. RUN earns a higher WallStSmart Score of 72/100 (B).
RUN
Strong Buy72
out of 100
Grade: B
SNPS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.1%
Fair Value
$80.03
Current Price
$12.60
$67.43 discount
Margin of Safety
-759.4%
Fair Value
$44.27
Current Price
$380.47
$336.20 premium
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 65.5% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of -22.1% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 65.5% 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 : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 58.4x leaves little room for execution misses.
Key Dynamics to Monitor
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.
SNPS generates stronger free cash flow (822M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RUN scores higher overall (72/100 vs 51/100), backed by strong 15.2% margins and 123.5% revenue growth. Both earn "Strong Buy" and "Buy" 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 →Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
Visit Website →Compare with Other SOLAR Stocks
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