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Sunrun (RUN) Competitors

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$9.86 +0.02 (+0.20%)
Closing price 08/13/2026 04:00 PM Eastern
Extended Trading
$9.85 -0.01 (-0.06%)
As of 08/13/2026 06:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

RUN vs. ENPH, FSLR, SEDG, FRVO, and CWEN

Should you buy Sunrun stock or one of its competitors? Sunrun's main competitors and comparable companies include Enphase Energy (ENPH), First Solar (FSLR), SolarEdge Technologies (SEDG), Fervo Energy (FRVO), and Clearway Energy (CWEN). Companies are selected based on similarities in market, industry, and size.

How does Sunrun compare to Enphase Energy?

Sunrun (NASDAQ:RUN) and Enphase Energy (NASDAQ:ENPH) are related mid-cap companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, valuation, profitability, media sentiment and institutional ownership.

Sunrun has a net margin of 11.59% compared to Enphase Energy's net margin of 10.09%. Enphase Energy's return on equity of 13.31% beat Sunrun's return on equity.

Company Net Margins Return on Equity Return on Assets
Sunrun11.59% 9.59% 1.77%
Enphase Energy 10.09%13.31%4.66%

91.7% of Sunrun shares are held by institutional investors. Comparatively, 72.1% of Enphase Energy shares are held by institutional investors. 3.6% of Sunrun shares are held by company insiders. Comparatively, 2.9% of Enphase Energy shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Sunrun has a beta of 2.35, suggesting that its share price is 135% more volatile than the broader market. Comparatively, Enphase Energy has a beta of 1.64, suggesting that its share price is 64% more volatile than the broader market.

Sunrun has higher revenue and earnings than Enphase Energy. Sunrun is trading at a lower price-to-earnings ratio than Enphase Energy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Sunrun$2.96B0.80$449.95M$1.486.66
Enphase Energy$1.47B3.66$172.13M$1.0040.78

In the previous week, Enphase Energy had 10 more articles in the media than Sunrun. MarketBeat recorded 21 mentions for Enphase Energy and 11 mentions for Sunrun. Enphase Energy's average media sentiment score of 0.83 beat Sunrun's score of -0.08 indicating that Enphase Energy is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Sunrun
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
Enphase Energy
12 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Sunrun presently has a consensus price target of $17.04, indicating a potential upside of 72.77%. Enphase Energy has a consensus price target of $45.61, indicating a potential upside of 11.85%. Given Sunrun's stronger consensus rating and higher probable upside, equities research analysts clearly believe Sunrun is more favorable than Enphase Energy.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sunrun
2 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.45
Enphase Energy
3 Sell rating(s)
12 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.22

Summary

Sunrun beats Enphase Energy on 10 of the 16 factors compared between the two stocks.

How does Sunrun compare to First Solar?

First Solar (NASDAQ:FSLR) and Sunrun (NASDAQ:RUN) are related companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, valuation, media sentiment, analyst recommendations, risk, dividends, institutional ownership and profitability.

In the previous week, First Solar had 54 more articles in the media than Sunrun. MarketBeat recorded 65 mentions for First Solar and 11 mentions for Sunrun. First Solar's average media sentiment score of 0.56 beat Sunrun's score of -0.08 indicating that First Solar is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
First Solar
21 Very Positive mention(s)
12 Positive mention(s)
25 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Sunrun
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

92.1% of First Solar shares are held by institutional investors. Comparatively, 91.7% of Sunrun shares are held by institutional investors. 0.4% of First Solar shares are held by insiders. Comparatively, 3.6% of Sunrun shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

First Solar has a beta of 1.75, indicating that its share price is 75% more volatile than the broader market. Comparatively, Sunrun has a beta of 2.35, indicating that its share price is 135% more volatile than the broader market.

First Solar currently has a consensus target price of $261.79, suggesting a potential upside of 17.03%. Sunrun has a consensus target price of $17.04, suggesting a potential upside of 72.77%. Given Sunrun's higher probable upside, analysts plainly believe Sunrun is more favorable than First Solar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
First Solar
2 Sell rating(s)
11 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.60
Sunrun
2 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.45

First Solar has higher revenue and earnings than Sunrun. Sunrun is trading at a lower price-to-earnings ratio than First Solar, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
First Solar$5.22B4.61$1.53B$16.2213.79
Sunrun$2.96B0.80$449.95M$1.486.66

First Solar has a net margin of 32.47% compared to Sunrun's net margin of 11.59%. First Solar's return on equity of 18.02% beat Sunrun's return on equity.

Company Net Margins Return on Equity Return on Assets
First Solar32.47% 18.02% 13.05%
Sunrun 11.59%9.59%1.77%

Summary

First Solar beats Sunrun on 14 of the 17 factors compared between the two stocks.

How does Sunrun compare to SolarEdge Technologies?

SolarEdge Technologies (NASDAQ:SEDG) and Sunrun (NASDAQ:RUN) are related companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, media sentiment, dividends, profitability, analyst recommendations, valuation, earnings and institutional ownership.

95.1% of SolarEdge Technologies shares are owned by institutional investors. Comparatively, 91.7% of Sunrun shares are owned by institutional investors. 1.0% of SolarEdge Technologies shares are owned by insiders. Comparatively, 3.6% of Sunrun shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

SolarEdge Technologies currently has a consensus price target of $36.20, indicating a potential upside of 12.49%. Sunrun has a consensus price target of $17.04, indicating a potential upside of 72.77%. Given Sunrun's stronger consensus rating and higher possible upside, analysts clearly believe Sunrun is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SolarEdge Technologies
6 Sell rating(s)
11 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.72
Sunrun
2 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.45

Sunrun has a net margin of 11.59% compared to SolarEdge Technologies' net margin of -20.29%. Sunrun's return on equity of 9.59% beat SolarEdge Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
SolarEdge Technologies-20.29% -29.17% -5.62%
Sunrun 11.59%9.59%1.77%

SolarEdge Technologies has a beta of 1.49, suggesting that its share price is 49% more volatile than the broader market. Comparatively, Sunrun has a beta of 2.35, suggesting that its share price is 135% more volatile than the broader market.

In the previous week, SolarEdge Technologies had 14 more articles in the media than Sunrun. MarketBeat recorded 25 mentions for SolarEdge Technologies and 11 mentions for Sunrun. SolarEdge Technologies' average media sentiment score of 0.28 beat Sunrun's score of -0.08 indicating that SolarEdge Technologies is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SolarEdge Technologies
7 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral
Sunrun
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

Sunrun has higher revenue and earnings than SolarEdge Technologies. SolarEdge Technologies is trading at a lower price-to-earnings ratio than Sunrun, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SolarEdge Technologies$1.18B1.67-$405.45M-$4.50N/A
Sunrun$2.96B0.80$449.95M$1.486.66

Summary

Sunrun beats SolarEdge Technologies on 12 of the 16 factors compared between the two stocks.

How does Sunrun compare to Fervo Energy?

Fervo Energy (NASDAQ:FRVO) and Sunrun (NASDAQ:RUN) are both mid-cap utilities companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, valuation, profitability, earnings, risk, analyst recommendations and media sentiment.

Sunrun has a net margin of 11.59% compared to Fervo Energy's net margin of 0.00%. Sunrun's return on equity of 9.59% beat Fervo Energy's return on equity.

Company Net Margins Return on Equity Return on Assets
Fervo EnergyN/A N/A N/A
Sunrun 11.59%9.59%1.77%

In the previous week, Fervo Energy had 3 more articles in the media than Sunrun. MarketBeat recorded 14 mentions for Fervo Energy and 11 mentions for Sunrun. Fervo Energy's average media sentiment score of 0.33 beat Sunrun's score of -0.08 indicating that Fervo Energy is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fervo Energy
3 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Sunrun
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

Fervo Energy currently has a consensus price target of $44.00, indicating a potential upside of 116.54%. Sunrun has a consensus price target of $17.04, indicating a potential upside of 72.77%. Given Fervo Energy's stronger consensus rating and higher probable upside, analysts plainly believe Fervo Energy is more favorable than Sunrun.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fervo Energy
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
3.00
Sunrun
2 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.45

Sunrun has higher revenue and earnings than Fervo Energy.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fervo Energy$199K30,086.36N/AN/AN/A
Sunrun$2.96B0.80$449.95M$1.486.66

91.7% of Sunrun shares are held by institutional investors. 3.6% of Sunrun shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Sunrun beats Fervo Energy on 7 of the 13 factors compared between the two stocks.

How does Sunrun compare to Clearway Energy?

Sunrun (NASDAQ:RUN) and Clearway Energy (NYSE:CWEN) are both mid-cap utilities companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, institutional ownership, valuation, earnings, dividends, media sentiment, risk and analyst recommendations.

Sunrun has a beta of 2.35, suggesting that its share price is 135% more volatile than the broader market. Comparatively, Clearway Energy has a beta of 0.89, suggesting that its share price is 11% less volatile than the broader market.

91.7% of Sunrun shares are held by institutional investors. Comparatively, 84.5% of Clearway Energy shares are held by institutional investors. 3.6% of Sunrun shares are held by company insiders. Comparatively, 0.5% of Clearway Energy shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Sunrun has higher revenue and earnings than Clearway Energy. Sunrun is trading at a lower price-to-earnings ratio than Clearway Energy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Sunrun$2.96B0.80$449.95M$1.486.66
Clearway Energy$1.43B4.92$169M$0.7645.08

In the previous week, Sunrun had 7 more articles in the media than Clearway Energy. MarketBeat recorded 11 mentions for Sunrun and 4 mentions for Clearway Energy. Clearway Energy's average media sentiment score of 1.13 beat Sunrun's score of -0.08 indicating that Clearway Energy is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Sunrun
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
Clearway Energy
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Sunrun currently has a consensus target price of $17.04, indicating a potential upside of 72.77%. Clearway Energy has a consensus target price of $44.00, indicating a potential upside of 28.41%. Given Sunrun's higher probable upside, research analysts clearly believe Sunrun is more favorable than Clearway Energy.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sunrun
2 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.45
Clearway Energy
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
2 Strong Buy rating(s)
2.89

Sunrun has a net margin of 11.59% compared to Clearway Energy's net margin of 5.78%. Sunrun's return on equity of 9.59% beat Clearway Energy's return on equity.

Company Net Margins Return on Equity Return on Assets
Sunrun11.59% 9.59% 1.77%
Clearway Energy 5.78%1.60%0.55%

Summary

Sunrun beats Clearway Energy on 12 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding RUN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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RUN vs. The Competition

MetricSunrunIndependent Power & Renewable Electricity Producers IndustryUtilities SectorNASDAQ Exchange
Market Cap$2.37B$7.19B$16.16B$12.99B
Dividend YieldN/A4.36%4.03%10.62%
P/E Ratio6.6635.1025.4825.23
Price / Sales0.80904.62444.81100.59
Price / Cash1.9415.4818.7850.75
Price / Book0.542.562.066.24
Net Income$449.95M$231.71M$701.59M$347.70M
7 Day Performance-3.33%0.35%0.04%0.90%
1 Month Performance-22.85%-2.08%-1.42%0.91%
1 Year Performance-5.92%7.70%9.82%20.09%

Sunrun Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RUN
Sunrun
3.7092 of 5 stars
$9.86
+0.2%
$17.04
+72.8%
-9.8%$2.37B$2.96B6.669,059
ENPH
Enphase Energy
4.1808 of 5 stars
$40.92
-2.3%
$45.61
+11.5%
+19.2%$5.53B$1.47B40.922,872
FSLR
First Solar
4.5151 of 5 stars
$239.33
-4.3%
$254.89
+6.5%
+21.0%$26.87B$5.22B14.767,900
SEDG
SolarEdge Technologies
1.7167 of 5 stars
$32.21
+1.4%
$36.20
+12.4%
+21.6%$1.95B$1.18BN/A3,576
FRVO
Fervo Energy
3.5585 of 5 stars
$23.92
-7.5%
$45.25
+89.2%
N/A$7.62BN/AN/AN/A

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This page (NASDAQ:RUN) was last updated on 8/14/2026 by MarketBeat.com Staff.
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