Free Trial

Sunrun (RUN) Competitors

Sunrun logo
$12.89 +0.34 (+2.71%)
Closing price 06/12/2026 04:00 PM Eastern
Extended Trading
$12.92 +0.03 (+0.23%)
As of 06/12/2026 07:59 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, CAE, and NOVT

Should you buy Sunrun stock or one of its competitors? MarketBeat compares Sunrun with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Sunrun include Enphase Energy (ENPH), First Solar (FSLR), SolarEdge Technologies (SEDG), CAE (CAE), and Novanta (NOVT).

How does Sunrun compare to Enphase Energy?

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

In the previous week, Enphase Energy had 5 more articles in the media than Sunrun. MarketBeat recorded 24 mentions for Enphase Energy and 19 mentions for Sunrun. Enphase Energy's average media sentiment score of 1.07 beat Sunrun's score of 0.88 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
8 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Enphase Energy
14 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

91.7% of Sunrun shares are owned by institutional investors. Comparatively, 72.1% of Enphase Energy shares are owned by institutional investors. 3.6% of Sunrun shares are owned by company insiders. Comparatively, 2.9% of Enphase Energy shares are owned 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 net margin of 17.88% compared to Enphase Energy's net margin of 9.64%. Enphase Energy's return on equity of 16.88% beat Sunrun's return on equity.

Company Net Margins Return on Equity Return on Assets
Sunrun17.88% 14.06% 2.56%
Enphase Energy 9.64%16.88%5.39%

Sunrun presently has a consensus target price of $18.48, indicating a potential upside of 43.38%. Enphase Energy has a consensus target price of $44.65, indicating a potential downside of 18.20%. Given Sunrun's stronger consensus rating and higher possible upside, equities research analysts plainly 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)
9 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.43
Enphase Energy
6 Sell rating(s)
10 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.12

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$2.96B1.04$449.95M$2.136.05
Enphase Energy$1.47B4.88$172.13M$1.0154.05

Sunrun has a beta of 2.32, meaning that its share price is 132% more volatile than the broader market. Comparatively, Enphase Energy has a beta of 1.59, meaning that its share price is 59% more volatile than the broader market.

Summary

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

How does Sunrun compare to First Solar?

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

First Solar has a net margin of 30.73% compared to Sunrun's net margin of 17.88%. First Solar's return on equity of 18.01% beat Sunrun's return on equity.

Company Net Margins Return on Equity Return on Assets
Sunrun17.88% 14.06% 2.56%
First Solar 30.73%18.01%12.57%

Sunrun currently has a consensus price target of $18.48, indicating a potential upside of 43.38%. First Solar has a consensus price target of $250.99, indicating a potential downside of 6.10%. Given Sunrun's higher probable upside, equities analysts plainly believe Sunrun is more favorable than First Solar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sunrun
2 Sell rating(s)
9 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.43
First Solar
1 Sell rating(s)
12 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.59

In the previous week, First Solar had 24 more articles in the media than Sunrun. MarketBeat recorded 43 mentions for First Solar and 19 mentions for Sunrun. First Solar's average media sentiment score of 1.07 beat Sunrun's score of 0.88 indicating that First Solar is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Sunrun
8 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
First Solar
26 Very Positive mention(s)
4 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Sunrun$2.96B1.04$449.95M$2.136.05
First Solar$5.22B5.50$1.53B$15.4817.27

Sunrun has a beta of 2.32, indicating that its stock price is 132% more volatile than the broader market. Comparatively, First Solar has a beta of 1.7, indicating that its stock price is 70% more volatile than the broader market.

91.7% of Sunrun shares are owned by institutional investors. Comparatively, 92.1% of First Solar shares are owned by institutional investors. 3.6% of Sunrun shares are owned by company insiders. Comparatively, 0.4% of First Solar shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

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 both mid-cap energy companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, media sentiment, earnings, institutional ownership, valuation, profitability, risk and dividends.

SolarEdge Technologies presently has a consensus price target of $33.25, indicating a potential downside of 45.32%. Sunrun has a consensus price target of $18.48, indicating a potential upside of 43.38%. Given Sunrun's stronger consensus rating and higher probable 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
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74
Sunrun
2 Sell rating(s)
9 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.43

Sunrun has a net margin of 17.88% compared to SolarEdge Technologies' net margin of -28.56%. Sunrun's return on equity of 14.06% beat SolarEdge Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
SolarEdge Technologies-28.56% -38.66% -7.72%
Sunrun 17.88%14.06%2.56%

SolarEdge Technologies has a beta of 1.42, indicating that its stock price is 42% more volatile than the broader market. Comparatively, Sunrun has a beta of 2.32, indicating that its stock price is 132% more volatile than the broader market.

In the previous week, Sunrun had 13 more articles in the media than SolarEdge Technologies. MarketBeat recorded 19 mentions for Sunrun and 6 mentions for SolarEdge Technologies. Sunrun's average media sentiment score of 0.88 beat SolarEdge Technologies' score of 0.57 indicating that Sunrun is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SolarEdge Technologies
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Sunrun
8 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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$1.18B3.12-$405.45M-$6.13N/A
Sunrun$2.96B1.04$449.95M$2.136.05

Summary

Sunrun beats SolarEdge Technologies on 14 of the 16 factors compared between the two stocks.

How does Sunrun compare to CAE?

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

67.4% of CAE shares are owned by institutional investors. Comparatively, 91.7% of Sunrun shares are owned by institutional investors. 18.3% of CAE shares are owned by insiders. Comparatively, 3.6% of Sunrun shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Sunrun has a net margin of 17.88% compared to CAE's net margin of 6.36%. Sunrun's return on equity of 14.06% beat CAE's return on equity.

Company Net Margins Return on Equity Return on Assets
CAE6.36% 7.45% 3.51%
Sunrun 17.88%14.06%2.56%

CAE has a beta of 1.01, indicating that its share price is 1% more volatile than the broader market. Comparatively, Sunrun has a beta of 2.32, indicating that its share price is 132% more volatile than the broader market.

In the previous week, Sunrun had 19 more articles in the media than CAE. MarketBeat recorded 19 mentions for Sunrun and 0 mentions for CAE. Sunrun's average media sentiment score of 0.88 beat CAE's score of 0.00 indicating that Sunrun is being referred to more favorably in the news media.

Company Overall Sentiment
CAE Neutral
Sunrun Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CAE$3.56B2.29$226.62M$0.7135.66
Sunrun$2.96B1.04$449.95M$2.136.05

CAE currently has a consensus target price of $32.00, indicating a potential upside of 26.39%. Sunrun has a consensus target price of $18.48, indicating a potential upside of 43.38%. Given Sunrun's higher probable upside, analysts clearly believe Sunrun is more favorable than CAE.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CAE
0 Sell rating(s)
4 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73
Sunrun
2 Sell rating(s)
9 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.43

Summary

Sunrun beats CAE on 10 of the 17 factors compared between the two stocks.

How does Sunrun compare to Novanta?

Sunrun (NASDAQ:RUN) and Novanta (NASDAQ:NOVT) are both mid-cap electrical equipment companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, profitability, media sentiment, valuation, institutional ownership, analyst recommendations, risk and dividends.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Sunrun$2.96B1.04$449.95M$2.136.05
Novanta$980.60M5.83$53.83M$1.38116.33

Sunrun has a net margin of 17.88% compared to Novanta's net margin of 5.35%. Sunrun's return on equity of 14.06% beat Novanta's return on equity.

Company Net Margins Return on Equity Return on Assets
Sunrun17.88% 14.06% 2.56%
Novanta 5.35%12.06%7.70%

In the previous week, Sunrun had 5 more articles in the media than Novanta. MarketBeat recorded 19 mentions for Sunrun and 14 mentions for Novanta. Novanta's average media sentiment score of 1.02 beat Sunrun's score of 0.88 indicating that Novanta is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Sunrun
8 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Novanta
5 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

91.7% of Sunrun shares are owned by institutional investors. Comparatively, 98.4% of Novanta shares are owned by institutional investors. 3.6% of Sunrun shares are owned by company insiders. Comparatively, 1.2% of Novanta shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Sunrun has a beta of 2.32, suggesting that its stock price is 132% more volatile than the broader market. Comparatively, Novanta has a beta of 1.67, suggesting that its stock price is 67% more volatile than the broader market.

Sunrun currently has a consensus price target of $18.48, suggesting a potential upside of 43.38%. Novanta has a consensus price target of $180.00, suggesting a potential upside of 12.13%. Given Sunrun's stronger consensus rating and higher possible upside, research analysts clearly believe Sunrun is more favorable than Novanta.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sunrun
2 Sell rating(s)
9 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.43
Novanta
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Sunrun beats Novanta on 11 of the 16 factors compared between the two stocks.

Get Sunrun News Delivered to You Automatically

Sign up to receive the latest news and ratings for RUN and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

RUN vs. The Competition

MetricSunrunSolar IndustryEnergy SectorNASDAQ Exchange
Market Cap$3.07B$3.10B$10.39B$12.06B
Dividend YieldN/A3.96%10.42%5.67%
P/E Ratio6.0515.1520.3324.42
Price / Sales1.0479.71762.5186.13
Price / Cash2.5412.2437.2755.64
Price / Book0.704.614.256.80
Net Income$449.95M$24.30M$4.24B$338.00M
7 Day Performance-3.45%-5.75%-0.28%2.68%
1 Month Performance-12.07%0.29%-2.86%1.56%
1 Year Performance28.90%77.27%37.45%30.59%

Sunrun Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RUN
Sunrun
4.0055 of 5 stars
$12.89
+2.7%
$18.48
+43.4%
+28.9%$3.07B$2.96B6.059,059
ENPH
Enphase Energy
3.5012 of 5 stars
$56.88
+1.4%
$44.24
-22.2%
+19.7%$7.39B$1.47B42.802,872
FSLR
First Solar
4.284 of 5 stars
$275.39
-1.3%
$247.40
-10.2%
+52.6%$29.98B$5.22B18.027,900
SEDG
SolarEdge Technologies
1.4575 of 5 stars
$63.95
+1.2%
$33.25
-48.0%
+160.9%$3.84B$1.18BN/A3,576
CAE
CAE
4.6529 of 5 stars
$25.09
-1.6%
$32.00
+27.5%
-5.5%$8.20B$3.56B35.3413,000

Related Companies and Tools


This page (NASDAQ:RUN) was last updated on 6/14/2026 by MarketBeat.com Staff.
From Our Partners