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Upturn AI SWOT - About
RUN 
Sunrun Inc (RUN)
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Upturn Advisory Summary
09/02/2025: RUN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $15.29
1 Year Target Price $15.29
| 8 | Strong Buy |
| 5 | Buy |
| 9 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 18.38% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.68B USD | Price to earnings Ratio - | 1Y Target Price 15.29 |
Price to earnings Ratio - | 1Y Target Price 15.29 | ||
Volume (30-day avg) 24 | Beta 2.37 | 52 Weeks Range 5.38 - 21.77 | Updated Date 09/2/2025 |
52 Weeks Range 5.38 - 21.77 | Updated Date 09/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -11.76 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When - | Estimate -0.1064 | Actual 1.07 |
Profitability
Profit Margin -120.59% | Operating Margin (TTM) -19.72% |
Management Effectiveness
Return on Assets (TTM) -1.43% | Return on Equity (TTM) -76.01% |
Valuation
Trailing PE - | Forward PE 16.47 | Enterprise Value 17202026174 | Price to Sales(TTM) 1.73 |
Enterprise Value 17202026174 | Price to Sales(TTM) 1.73 | ||
Enterprise Value to Revenue 8.08 | Enterprise Value to EBITDA -8.58 | Shares Outstanding 230732992 | Shares Floating 198402324 |
Shares Outstanding 230732992 | Shares Floating 198402324 | ||
Percent Insiders 3.28 | Percent Institutions 105.31 |
Upturn AI SWOT
Sunrun Inc
Company Overview
History and Background
Sunrun Inc. was founded in 2007 by Ed Fenster, Lynn Jurich, and Nat Kreamer. It pioneered the 'solar-as-a-service' model, allowing homeowners to adopt solar power without upfront costs. Sunrun grew rapidly through partnerships and acquisitions, becoming a leading residential solar company in the US.
Core Business Areas
- Residential Solar Systems: Design, installation, and financing of residential solar energy systems, including solar panels and inverters.
- Energy Storage: Installation and financing of battery storage solutions like Brightbox, which allows homeowners to store excess solar energy for later use.
- Energy Services: Ongoing monitoring, maintenance, and insurance of solar systems.
Leadership and Structure
Mary Powell is the CEO. The company has a typical corporate structure with a board of directors and executive leadership team overseeing various departments like sales, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- Solar Leases and PPAs: Sunrun's primary offering, allowing homeowners to lease solar panels or purchase electricity generated by them at a fixed rate (Power Purchase Agreement - PPA). This reduces upfront costs and includes system maintenance. Competitors include Tesla, SunPower, and local solar installers. Revenue is derived from monthly payments from customers.
- Brightbox Energy Storage: Battery storage solution that stores excess solar energy, providing backup power during outages and reducing reliance on the grid. Competitors include Tesla (Powerwall), LG Chem, and Enphase. Market share is growing but remains smaller than solar system installations.
- Direct Solar System Sales: Sunrun also offers direct sales of solar systems, providing homeowners with full ownership of their solar arrays. Competitors include Tesla, SunPower, and local solar installers.
Market Dynamics
Industry Overview
The residential solar industry is experiencing significant growth due to decreasing costs of solar panels, increasing environmental awareness, and government incentives. The industry is highly competitive and fragmented, with both national players and local installers.
Positioning
Sunrun is a leading player in the residential solar market, known for its solar-as-a-service model and focus on customer service. It differentiates itself through its comprehensive offerings, including solar panels, battery storage, and energy services. However, Tesla is ramping up their home solar installations as well.
Total Addressable Market (TAM)
The estimated TAM for residential solar in the US is estimated to exceed $100 billion. Sunrun is positioned to capture a significant portion of this market through its established brand, partnerships, and expanding product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Established solar-as-a-service model
- Large customer base
- Comprehensive product offerings (solar + storage)
- Extensive partnership network
Weaknesses
- High debt levels
- Dependence on tax incentives
- Customer acquisition costs
- Profitability challenges
- Complex financing arrangements
Opportunities
- Growing demand for renewable energy
- Expanding energy storage market
- Government incentives and regulations
- Partnerships with utilities and home builders
- Geographic expansion
Threats
- Changes in government incentives
- Increased competition
- Fluctuations in energy prices
- Supply chain disruptions
- Economic downturn
Competitors and Market Share
Key Competitors
- TSLA
- SPWR
- ENPH
Competitive Landscape
Sunrun competes with Tesla, SunPower, and local solar installers. Sunrun's advantage lies in its solar-as-a-service model and comprehensive offerings. Tesla competes through direct sales of solar systems and battery storage. SunPower focuses on high-efficiency solar panels.
Major Acquisitions
Vivint Solar
- Year: 2020
- Acquisition Price (USD millions): 3200
- Strategic Rationale: Expanded Sunrun's customer base and geographic footprint, solidifying its position as a leading residential solar company.
Growth Trajectory and Initiatives
Historical Growth: Sunrun has experienced rapid growth in terms of customer base and revenue over the past several years.
Future Projections: Analysts project continued revenue growth for Sunrun, driven by increasing demand for solar energy and energy storage. However, profitability remains a challenge.
Recent Initiatives: Sunrun is focusing on expanding its energy storage offerings, improving customer service, and streamlining operations to reduce costs.
Summary
Sunrun is a leading residential solar company with a strong brand and established solar-as-a-service model. While it faces challenges with profitability and debt, it is well-positioned to capitalize on the growing demand for renewable energy. The company needs to manage its costs effectively and navigate the competitive landscape to achieve long-term success. Investors should watch federal solar initiatives very closely as it is heavily subsidized.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Company Investor Relations
Disclaimers:
This analysis is based on available information and represents an opinion. Investment decisions should be made after thorough research and consultation with a financial advisor. Market share data is approximate and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sunrun Inc
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2015-08-05 | CEO & Director Ms. Mary Grace Powell | ||
Sector Technology | Industry Solar | Full time employees 11058 | Website https://www.sunrun.com |
Full time employees 11058 | Website https://www.sunrun.com | ||
Sunrun Inc. designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States. It sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. In addition, the company offers battery storage along with solar energy systems; and sells services to commercial developers through multi-family and new homes. Its primary customers are residential homeowners. The company markets and sells its products through direct-to-consumer approach across online, retail, mass media, digital media, canvassing, field marketing, and referral channels, as well as its partner network. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.
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