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Upturn AI SWOT - About
RUN 
Sunrun Inc (RUN)
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Upturn Advisory Summary
07/11/2025: RUN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $10.62
1 Year Target Price $10.62
| 8 | Strong Buy |
| 5 | Buy |
| 9 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.21% | Avg. Invested days 23 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.31B USD | Price to earnings Ratio - | 1Y Target Price 10.62 |
Price to earnings Ratio - | 1Y Target Price 10.62 | ||
Volume (30-day avg) 24 | Beta 2.6 | 52 Weeks Range 5.38 - 22.26 | Updated Date 07/13/2025 |
52 Weeks Range 5.38 - 22.26 | Updated Date 07/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -12.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -129.97% | Operating Margin (TTM) -22.78% |
Management Effectiveness
Return on Assets (TTM) -1.53% | Return on Equity (TTM) -80.13% |
Valuation
Trailing PE - | Forward PE 1000 | Enterprise Value 15377740211 | Price to Sales(TTM) 1.11 |
Enterprise Value 15377740211 | Price to Sales(TTM) 1.11 | ||
Enterprise Value to Revenue 7.38 | Enterprise Value to EBITDA -8.58 | Shares Outstanding 228486000 | Shares Floating 193484628 |
Shares Outstanding 228486000 | Shares Floating 193484628 | ||
Percent Insiders 9.38 | Percent Institutions 115.82 |
Upturn AI SWOT
Sunrun Inc
Company Overview
History and Background
Sunrun Inc. was founded in 2007 in San Francisco, California. It pioneered the 'solar-as-a-service' model, allowing homeowners to access solar energy without upfront costs. It grew through organic expansion and acquisitions, becoming a leading residential solar provider in the US.
Core Business Areas
- Residential Solar Energy Systems: Sunrun designs, installs, and maintains residential solar energy systems, including solar panels and inverters.
- Battery Storage Solutions: Sunrun offers battery storage solutions like Brightbox to store excess solar energy for later use or backup power.
- Energy Services: Sunrun provides energy management services, including monitoring and maintenance, to optimize energy production and consumption.
- Grid Services: Sunrun engages in programs to support grid stability by selling excess energy back to the grid and participating in demand response initiatives.
Leadership and Structure
Mary Powell is the CEO of Sunrun Inc. The organizational structure consists of functional departments like sales, operations, technology, and finance, reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Solar Panel Systems: Sunrun offers various solar panel systems with different power outputs and warranties. They do not manufacture their panels but partner with leading manufacturers. Market share data is included below in the market share section. Competitors include Tesla, ADT Solar, and SunPower.
- Brightbox Battery Storage: Brightbox is Sunrun's proprietary battery storage solution that allows homeowners to store solar energy for backup power or later use. Market share is growing but significantly smaller than the solar panel systems. Competitors include Tesla Powerwall, Enphase Encharge, and LG Energy Solution.
- Solar Leases and PPAs: Sunrun offers solar leases and power purchase agreements (PPAs), allowing homeowners to pay for solar energy without owning the system. Competitors include other residential solar providers offering similar financing options.
Market Dynamics
Industry Overview
The residential solar industry is growing rapidly, driven by increasing environmental awareness, government incentives, and decreasing solar panel costs. It is also affected by interest rate fluctuations and supply chain disruptions.
Positioning
Sunrun is a leading residential solar provider in the US, known for its 'solar-as-a-service' model and broad geographic coverage. Its competitive advantages include its established brand, large customer base, and comprehensive service offerings.
Total Addressable Market (TAM)
The TAM for residential solar in the US is estimated to be hundreds of billions of dollars. Sunrun is positioned to capture a significant share of this market through its geographic reach and service offerings.
Upturn SWOT Analysis
Strengths
- Established Brand Recognition
- Extensive Geographic Coverage
- Comprehensive Service Offerings (solar, storage, service)
- Significant Customer Base
- Direct-to-Consumer Model
Weaknesses
- High Debt Levels
- Dependence on Tax Credits and Incentives
- Complex Financial Products (leases and PPAs)
- Customer Acquisition Costs
- Interest Rate Sensitivity
Opportunities
- Expanding into New Geographic Markets
- Increasing Adoption of Battery Storage
- Developing New Energy Services
- Leveraging Technological Advancements
- Capitalizing on Growing Environmental Awareness
Threats
- Changes in Government Policies and Incentives
- Increased Competition
- Fluctuations in Interest Rates
- Supply Chain Disruptions
- Economic Downturns
Competitors and Market Share
Key Competitors
- TSLA
- SPWR
- NOVA
Competitive Landscape
Sunrun's advantages include its direct sales model and geographic reach. Disadvantages include high debt and reliance on tax credits. Competitors like Tesla have different advantages and disadvantages, such as brand strength and technology leadership.
Major Acquisitions
Vivint Solar
- Year: 2020
- Acquisition Price (USD millions): 3200
- Strategic Rationale: Acquisition increased market share and geographic presence, consolidating Sunrun's position as a leader in the residential solar market.
Growth Trajectory and Initiatives
Historical Growth: Sunrun has experienced significant growth in recent years, driven by increasing demand for solar energy and its expansion into new markets. Growth has slowed due to macro economic factors and higher interest rates.
Future Projections: Analyst estimates suggest continued growth for Sunrun, but the pace may be affected by changes in government policies, interest rates, and competition.
Recent Initiatives: Sunrun has focused on expanding its battery storage offerings, improving its customer experience, and developing new energy services.
Summary
Sunrun is a leading residential solar company with a strong brand and expansive market presence; however, it carries a significant debt load and is sensitive to changing interest rates and government incentives. Its recent acquisition of Vivint Solar has boosted its market share, but the company faces intense competition and fluctuating market conditions. Success hinges on managing debt, expanding storage solutions, and adapting to policy changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is approximate and subject to change. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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