Sunrun Inc (RUN)vsComplete Solaria, Inc (SPWR)
RUN
Sunrun Inc
$13.36
-9.89%
TECHNOLOGY · Cap: $3.07B
SPWR
Complete Solaria, Inc
$0.95
-12.78%
TECHNOLOGY · Cap: $125.55M
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 979% more annual revenue ($3.17B vs $294.38M). RUN leads profitability with a 17.9% profit margin vs -15.3%. RUN earns a higher WallStSmart Score of 68/100 (B-).
RUN
Strong Buy68
out of 100
Grade: B-
SPWR
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.7%
Fair Value
$39.67
Current Price
$13.36
$26.32 discount
Intrinsic value data unavailable for SPWR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 43.2% year-over-year
Earnings expanding 214.4% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of -6.0%
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Revenue declined 7.2%
Earnings declined 87.1%
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 17.9% and operating margin at -6.0%. Revenue growth of 43.2% demonstrates continued momentum.
Bull Case : SPWR
The strongest argument for SPWR centers on Debt/Equity.
Bear Case : RUN
The primary concerns for RUN are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.45 is elevated, increasing financial risk.
Bear Case : SPWR
The primary concerns for SPWR are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
RUN profiles as a growth stock while SPWR is a turnaround play — different risk/reward profiles.
RUN carries more volatility with a beta of 2.30 — expect wider price swings.
RUN is growing revenue faster at 43.2% — sustainability is the question.
SPWR generates stronger free cash flow (-26M), providing more financial flexibility.
Bottom Line
RUN scores higher overall (68/100 vs 29/100), backed by strong 17.9% margins and 43.2% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
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