WallStSmart

Sunrun Inc (RUN)vsComplete Solaria, Inc (SPWR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sunrun Inc generates 1128% more annual revenue ($3.48B vs $283.12M). RUN leads profitability with a 11.6% profit margin vs -3.8%. RUN earns a higher WallStSmart Score of 57/100 (C).

RUN

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 5.5Value: 7.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.27

SPWR

Avoid

27

out of 100

Grade: F

Growth: 4.7Profit: 2.5Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -1.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

RUNUndervalued (+53.9%)

Margin of Safety

+53.9%

Fair Value

$41.57

Current Price

$8.56

$33.01 discount

UndervaluedFair: $41.57Overvalued

Intrinsic value data unavailable for SPWR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RUN3 strengths · Avg: 10.0/10
P/E RatioValuation
6.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
52.8%10/10

Revenue surging 52.8% year-over-year

SPWR1 strengths · Avg: 10.0/10
Debt/EquityHealth
-5.0310/10

Conservative balance sheet, low leverage

Areas to Watch

RUN4 concerns · Avg: 2.3/10
Operating MarginProfitability
4.0%3/10

Operating margin of 4.0%

PEG RatioValuation
3.072/10

Expensive relative to growth rate

EPS GrowthGrowth
-60.7%2/10

Earnings declined 60.7%

Free Cash FlowQuality
$-180.25M2/10

Negative free cash flow — burning cash

SPWR4 concerns · Avg: 2.5/10
Market CapQuality
$75.21M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Revenue GrowthGrowth
-17.0%2/10

Revenue declined 17.0%

EPS GrowthGrowth
-87.1%2/10

Earnings declined 87.1%

Comparative Analysis Report

WallStSmart Research

Bull 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 : SPWR

The strongest argument for SPWR centers on Debt/Equity.

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 : 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 2.36 — expect wider price swings.

RUN is growing revenue faster at 52.8% — sustainability is the question.

SPWR generates stronger free cash flow (-27M), providing more financial flexibility.

Bottom Line

RUN scores higher overall (57/100 vs 27/100) and 52.8% revenue growth. Both earn "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.

Visit Website →

Complete Solaria, Inc

TECHNOLOGY · SOLAR · USA

SunPower Corporation offers solar solutions globally.

Want to dig deeper into these stocks?