Obermatt

Flags

Financial distress

Sunrun

NSQ:RUN · US86771W1053
Electrical EquipmentLarge

360

3
Profit price58
Owner Earnings Yield1
Dividend Yield1
Price/Sales78
EV / Gross Profit30
Price/Book86
Return on Capital23
Cash Return on Capital33
Return on Equity16
EBIT Margin22
Gross Profitability21
Cash Conversion13
Accruals13
Owner Earnings Margin18
Sales growth17
Profit growth57
Reinvestment30
Price momentum63
Debt load11
Refinancing63
Debt Payback1
Liquidity37
Analyst ratings52
Opinion Changes66
Price Target Upside92
Market mood29
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Sunrun clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryElectrical Equipment
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Employees5,674
Websitesunrun.com
ISINUS86771W1053
Last UpdateApr 2, 2026
Themes
Energy StorageCleanTechBattery Energy Storage System (BESS)Clean EnergyResidential SolarEnergyRenewable EnergySolar

Description

Sunrun Inc. (Sunrun) is engaged in the design, development, installation, sale, ownership and maintenance of home battery storage and energy systems (‘Projects’) in the United States. Sunrun is the nation’s leading provider of clean energy as a subs…

Analysis

Weak and unloved

Sunrun Inc. scores below average on quality and is priced accordingly, a low-conviction position in either direction.

Valuation data is not available for this company.

Growth is tepid; the safety picture is fragile. The company scores 10/20 on our value-creation score: creating some value.

Flags to be aware of: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
42
2023202420252026

All-time high

42

Jun 2026

All-time low

1

Jan 2024

Average rank

27

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
78
64
33
30
Price/Earnings
51
96
96
1
Price/Book
86
89
89
94
Dividend Yield
1
1
1
1
Value (overall)
59
51
35
53

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →