Sunrun Inc (RUN)vsTOYO Co., Ltd Ordinary Shares (TOYO)
RUN
Sunrun Inc
$8.56
-0.81%
TECHNOLOGY · Cap: $2.22B
TOYO
TOYO Co., Ltd Ordinary Shares
$4.40
+0.46%
TECHNOLOGY · Cap: $187.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Sunrun Inc generates 533% more annual revenue ($3.48B vs $549.23M). TOYO leads profitability with a 14.9% profit margin vs 11.6%. TOYO trades at a lower P/E of 1.9x. TOYO earns a higher WallStSmart Score of 71/100 (B).
RUN
Buy57
out of 100
Grade: C
TOYO
Strong Buy71
out of 100
Grade: B
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 TOYO.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 30 in profit
Revenue surging 35.0% year-over-year
Earnings expanding 181.3% YoY
Areas to Watch
Operating margin of 4.0%
Expensive relative to growth rate
Earnings declined 60.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Smaller company, higher risk/reward
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 : TOYO
The strongest argument for TOYO centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 35.0% 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 : TOYO
The primary concerns for TOYO are Altman Z-Score, Market Cap.
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.
TOYO generates stronger free cash flow (5M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TOYO scores higher overall (71/100 vs 57/100) and 35.0% revenue growth. RUN offers better value entry with a 53.9% margin of safety. 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 →TOYO Co., Ltd Ordinary Shares
TECHNOLOGY · SOLAR · USA
Toyo Co., Ltd. engages in the manufacture and sale of cutting tools. The company is headquartered in Shiojiri, Japan.
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