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Upturn AI SWOT - About
Sunrun Inc (RUN)

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Upturn Advisory Summary
11/28/2025: RUN (3-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $22.73
1 Year Target Price $22.73
| 8 | Strong Buy |
| 5 | Buy |
| 9 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 27.3% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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 |
Upturn AI SWOT
Sunrun Inc

Company Overview
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.
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 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
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
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 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.
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 9751 | Website https://www.sunrun.com |
Full time employees 9751 | 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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