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Sunrun (RUN) Competitors

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$12.74 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$12.71 -0.03 (-0.27%)
As of 07/2/2026 08:00 PM Eastern
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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 superior business? We will contrast the two companies based on the strength of their valuation, earnings, profitability, media sentiment, dividends, analyst recommendations, risk and institutional ownership.

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 price target of $18.98, suggesting a potential upside of 48.98%. Enphase Energy has a consensus price target of $46.57, suggesting a potential upside of 8.13%. Given Sunrun's stronger consensus rating and higher possible upside, equities 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
4 Sell rating(s)
12 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.20

In the previous week, Enphase Energy had 19 more articles in the media than Sunrun. MarketBeat recorded 25 mentions for Enphase Energy and 6 mentions for Sunrun. Enphase Energy's average media sentiment score of 0.96 beat Sunrun's score of 0.25 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
Enphase Energy
13 Very Positive mention(s)
8 Positive mention(s)
2 Neutral mention(s)
1 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 stock will outperform the market over the long term.

Sunrun has a beta of 2.32, suggesting that its stock price is 132% more volatile than the broader market. Comparatively, Enphase Energy has a beta of 1.62, suggesting that its stock price is 62% 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$2.96B1.03$449.95M$2.135.98
Enphase Energy$1.47B3.85$172.13M$1.0142.64

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

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$5.22B4.62$1.53B$15.4814.51
Sunrun$2.96B1.03$449.95M$2.135.98

First Solar has a beta of 1.73, indicating that its stock price is 73% 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.

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
First Solar30.73% 18.01% 12.57%
Sunrun 17.88%14.06%2.56%

First Solar presently has a consensus target price of $249.78, suggesting a potential upside of 11.23%. Sunrun has a consensus target price of $18.98, suggesting a potential upside of 48.98%. Given Sunrun's higher possible upside, analysts clearly 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)
12 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.55
Sunrun
2 Sell rating(s)
9 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.43

In the previous week, First Solar had 36 more articles in the media than Sunrun. MarketBeat recorded 42 mentions for First Solar and 6 mentions for Sunrun. First Solar's average media sentiment score of 0.54 beat Sunrun's score of 0.25 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
14 Very Positive mention(s)
4 Positive mention(s)
22 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Sunrun
3 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 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 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?

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

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

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
Sunrun17.88% 14.06% 2.56%
SolarEdge Technologies -28.56%-38.66%-7.72%

In the previous week, SolarEdge Technologies had 12 more articles in the media than Sunrun. MarketBeat recorded 18 mentions for SolarEdge Technologies and 6 mentions for Sunrun. SolarEdge Technologies' average media sentiment score of 0.85 beat Sunrun's score of 0.25 indicating that SolarEdge Technologies 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
SolarEdge Technologies
10 Very Positive mention(s)
4 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Sunrun$2.96B1.03$449.95M$2.135.98
SolarEdge Technologies$1.18B2.69-$405.45M-$6.13N/A

Sunrun presently has a consensus target price of $18.98, suggesting a potential upside of 48.98%. SolarEdge Technologies has a consensus target price of $35.67, suggesting a potential downside of 31.91%. Given Sunrun's stronger consensus rating and higher probable upside, equities research analysts clearly believe Sunrun is more favorable than SolarEdge Technologies.

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
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74

Sunrun has a beta of 2.32, indicating that its share price is 132% more volatile than the broader market. Comparatively, SolarEdge Technologies has a beta of 1.45, indicating that its share price is 45% more volatile than the broader market.

Summary

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

How does Sunrun compare to CAE?

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

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

Sunrun currently has a consensus target price of $18.98, indicating a potential upside of 48.98%. CAE has a consensus target price of $31.00, indicating a potential upside of 21.35%. Given Sunrun's higher probable upside, research analysts clearly believe Sunrun is more favorable than CAE.

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
CAE
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56

Sunrun has higher earnings, but lower revenue 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
Sunrun$2.96B1.03$449.95M$2.135.98
CAE$3.56B2.31$226.62M$0.7135.98

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
Sunrun17.88% 14.06% 2.56%
CAE 6.36%7.45%3.51%

In the previous week, Sunrun had 6 more articles in the media than CAE. MarketBeat recorded 6 mentions for Sunrun and 0 mentions for CAE. Sunrun's average media sentiment score of 0.25 beat CAE's score of 0.00 indicating that Sunrun is being referred to more favorably in the media.

Company Overall Sentiment
Sunrun Neutral
CAE Neutral

91.7% of Sunrun shares are owned by institutional investors. Comparatively, 67.4% of CAE shares are owned by institutional investors. 3.6% of Sunrun shares are owned by insiders. Comparatively, 18.3% of CAE shares are owned 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.

Summary

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

How does Sunrun compare to Novanta?

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

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

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
Novanta$980.60M6.23$53.83M$1.38117.19
Sunrun$2.96B1.03$449.95M$2.135.98

In the previous week, Sunrun had 3 more articles in the media than Novanta. MarketBeat recorded 6 mentions for Sunrun and 3 mentions for Novanta. Novanta's average media sentiment score of 0.27 beat Sunrun's score of 0.25 indicating that Novanta is being referred to more favorably in the media.

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

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
Novanta5.35% 12.06% 7.70%
Sunrun 17.88%14.06%2.56%

Novanta currently has a consensus price target of $180.00, indicating a potential upside of 11.30%. Sunrun has a consensus price target of $18.98, indicating a potential upside of 48.98%. Given Sunrun's stronger consensus rating and higher possible upside, analysts clearly believe Sunrun is more favorable than Novanta.

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

98.4% of Novanta shares are owned by institutional investors. Comparatively, 91.7% of Sunrun shares are owned by institutional investors. 1.2% of Novanta 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 stock is poised for long-term growth.

Summary

Sunrun beats Novanta on 11 of the 16 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

MetricSunrunSolar IndustryEnergy SectorNASDAQ Exchange
Market Cap$3.04B$2.85B$9.73B$12.47B
Dividend YieldN/A5.13%10.67%6.51%
P/E Ratio5.9812.7918.3724.69
Price / Sales1.0373.97688.8598.66
Price / Cash2.5110.8537.9857.09
Price / Book0.693.854.096.46
Net Income$449.95M$24.30M$4.25B$337.01M
7 Day Performance-5.56%-0.03%-0.16%1.69%
1 Month Performance-14.04%-24.12%-9.05%0.67%
1 Year Performance22.02%39.77%27.05%23.93%

Sunrun Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RUN
Sunrun
3.9652 of 5 stars
$12.74
flat
$18.98
+49.0%
+22.0%$3.04B$2.96B5.989,059
ENPH
Enphase Energy
4.1466 of 5 stars
$48.34
+1.6%
$46.57
-3.7%
+1.4%$6.27B$1.47B47.862,872
FSLR
First Solar
4.6325 of 5 stars
$232.80
-2.6%
$249.78
+7.3%
+21.1%$25.69B$5.22B15.047,900
SEDG
SolarEdge Technologies
1.8697 of 5 stars
$55.36
+7.0%
$35.67
-35.6%
+90.8%$3.15B$1.18BN/A3,576
CAE
CAE
4.5334 of 5 stars
$25.23
-1.1%
$31.67
+25.5%
-14.3%$8.20B$3.56B35.5311,500

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This page (NASDAQ:RUN) was last updated on 7/4/2026 by MarketBeat.com Staff.
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