RUN official logo RUN
RUN 3-star rating from Upturn Advisory
Sunrun Inc (RUN) company logo

Sunrun Inc (RUN)

Sunrun Inc (RUN) 3-star rating from Upturn Advisory
$20.25
Last Close (24-hour delay)
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PASS
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Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
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Upturn Advisory Summary

11/28/2025: RUN (3-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 3 star rating for performance

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

4 star rating from financial analysts

24 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $22.73

1 Year Target Price $22.73

Analysts Price Target For last 52 week
$22.73 Target price
52w Low $5.38
Current$20.25
52w High $22.44

Analysis of Past Performance

Type Stock
Historic Profit 27.3%
Avg. Invested days 31
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/28/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 4.70B USD
Price to earnings Ratio -
1Y Target Price 22.73
Price to earnings Ratio -
1Y Target Price 22.73
Volume (30-day avg) 24
Beta 2.35
52 Weeks Range 5.38 - 22.44
Updated Date 11/30/2025
52 Weeks Range 5.38 - 22.44
Updated Date 11/30/2025
Dividends yield (FY) -
Basic EPS (TTM) -11.33

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-11-06
When -
Estimate 0.13
Actual 0.06

Profitability

Profit Margin -106.5%
Operating Margin (TTM) 0.5%

Management Effectiveness

Return on Assets (TTM) -1.01%
Return on Equity (TTM) -72.51%

Valuation

Trailing PE -
Forward PE 11.9
Enterprise Value 18706675976
Price to Sales(TTM) 2.03
Enterprise Value 18706675976
Price to Sales(TTM) 2.03
Enterprise Value to Revenue 8.07
Enterprise Value to EBITDA -8.58
Shares Outstanding 232041826
Shares Floating 212601362
Shares Outstanding 232041826
Shares Floating 212601362
Percent Insiders 3.16
Percent Institutions 105.98

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Sunrun Inc

Sunrun Inc(RUN) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Sunrun Inc. was founded in 2007 by Edward Fenster, Lynn Jurich, and Nat Kreamer. It pioneered the 'solar-as-a-service' model, making solar energy accessible to homeowners without upfront costs. Significant milestones include its IPO in 2015 and strategic acquisitions to expand its market presence.

Company business area logo Core Business Areas

  • Residential Solar Systems: Sunrun designs, installs, and maintains residential solar energy systems. This includes solar panels, inverters, and related equipment.
  • Battery Storage Solutions: Sunrun offers battery storage solutions like the Brightbox to store excess solar energy and provide backup power.
  • Energy Services: Sunrun provides energy monitoring, maintenance, and other services to ensure optimal system performance.

leadership logo Leadership and Structure

Mary Powell serves as the CEO of Sunrun Inc. The company operates with a functional organizational structure, with departments dedicated to sales, installation, engineering, and customer service.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Solar Leases and PPAs: Sunrun offers solar leases and power purchase agreements (PPAs), allowing homeowners to pay for solar energy without owning the system. Market share is significant in these offerings; competitors include SunPower and Tesla.
  • Brightbox Battery Storage: Brightbox is Sunrun's home battery storage solution. It provides backup power and optimizes energy usage. Competitors include Tesla Powerwall and LG Chem.
  • Solar Panel Sales: Sunrun sells solar panel systems directly to consumers who want to own their solar equipment. Competitors include many regional and national solar installers.

Market Dynamics

industry overview logo Industry Overview

The residential solar industry is experiencing strong growth, driven by increasing environmental awareness, government incentives, and declining solar panel costs. The industry is becoming more competitive with various local and national companies.

Positioning

Sunrun is a leading provider of residential solar and battery storage solutions. Its competitive advantages include its established brand, nationwide presence, and diverse financing options.

Total Addressable Market (TAM)

The residential solar TAM is estimated to be over $100 billion. Sunrun is positioned to capture a significant share of this market with its diverse offerings and strong brand presence.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition
  • Nationwide presence
  • Diverse financing options
  • Established partnerships with retailers
  • Leading market share in certain segments

Weaknesses

  • High debt levels
  • Reliance on tax incentives
  • Customer acquisition costs
  • Profitability concerns

Opportunities

  • Growing demand for solar energy
  • Expansion into new markets
  • Development of new products and services
  • Government support for renewable energy
  • Strategic acquisitions

Threats

  • Changes in government regulations
  • Competition from other solar providers
  • Fluctuations in solar panel prices
  • Economic downturns
  • Rising interest rates

Competitors and Market Share

Key competitor logo Key Competitors

  • TSLA
  • SPWR
  • SEDG

Competitive Landscape

Sunrun's competitive advantages include its diversified product offerings and strong brand. Disadvantages include high debt and profitability concerns compared to competitors like Tesla.

Major Acquisitions

Vivint Solar

  • Year: 2020
  • Acquisition Price (USD millions): 3200
  • Strategic Rationale: The acquisition of Vivint Solar expanded Sunrun's customer base and market share significantly.

Growth Trajectory and Initiatives

Historical Growth: Sunrun has experienced rapid revenue growth in recent years, driven by increasing demand for residential solar and strategic acquisitions.

Future Projections: Analysts project continued revenue growth for Sunrun, driven by the expansion of the solar market and the company's market position.

Recent Initiatives: Recent initiatives include expanding battery storage offerings, investing in digital marketing, and partnering with home builders.

Summary

Sunrun is a leading residential solar company with strong brand recognition, but high debt levels pose challenges. The company has experienced impressive growth through acquisitions and market expansion, however, continued success depends on managing debt and adapting to regulatory changes. The company needs to also keep tabs on interest rates as well. Overall, the company is in a moderately strong market position with opportunities to grow.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • SEC filings
  • Company reports
  • Analyst estimates
  • Industry publications

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and professional advice.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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 9751
Full time employees 9751

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.