Sunrun Inc. (RUN) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does Sunrun Inc. Do?
Sunrun Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. It also 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. 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. Sunrun Inc. (RUN) is classified as a mid-cap stock in the Industrials sector, specifically within the Electrical Equipment industry. The company is led by CEO Mary G. Powell and employs approximately 12,400 people, headquartered in San Francisco, California. With a market capitalization of $3.3B, RUN is one of the notable companies in the Industrials sector.
Sunrun Inc. (RUN) Stock Rating — Avoid (April 2026)
As of April 2026, Sunrun Inc. receives a Avoid rating with a composite score of 35.0/100 and 1 out of 5 stars from the Blank Capital Research quantitative model.RUN ranks #4,111 out of 4,446 stocks in our coverage universe. Within the Industrials sector, Sunrun Inc. ranks #706 of 752 stocks, placing it in the lower half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
RUN Stock Price and 52-Week Range
Sunrun Inc. (RUN) currently trades at $13.30. The stock lost $0.03 (0.2%) in the most recent trading session. The 52-week high for RUN is $22.44, which means the stock is currently trading -40.7% from its annual peak. The 52-week low is $5.38, putting the stock 147.3% above its annual trough. Recent trading volume was 4.3M shares, reflecting moderate market activity.
Is RUN Overvalued or Undervalued? — Valuation Analysis
Sunrun Inc. (RUN) carries a value factor score of 37/100 in the Blank Capital model, signaling premium valuation that prices in significant future growth. The trailing price-to-earnings ratio is 6.80x, compared to the Industrials sector average of 28.33x — a discount of 76%. The price-to-book ratio stands at 0.73x, versus the sector average of 2.23x. The price-to-sales ratio is 1.33x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, RUN trades at 51.52x EV/EBITDA, versus 5.70x for the sector.
At current multiples, Sunrun Inc. trades at a premium to most Industrials peers. This elevated valuation may be justified if the company can sustain above-average growth rates and profitability, but it also creates downside risk if earnings disappoint expectations.
Sunrun Inc. Profitability — ROE, Margins, and Quality Score
Sunrun Inc. (RUN) earns a quality factor score of 28/100, signaling below-average profitability metrics relative to the broader market. The return on equity (ROE) is -29.1%, compared to the Industrials sector average of 8.9%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at -5.5% versus the sector average of 3.3%.
On a margin basis, Sunrun Inc. reports gross margins of 34.0%, compared to 35.8% for the sector. The operating margin is -16.4% (sector: 6.2%). Net profit margin stands at -54.8%, versus 3.9% for the average Industrials stock. Revenue growth is running at 38.3% on a trailing basis, compared to 6.4% for the sector. Profitability is below benchmark levels, which may reflect industry headwinds, elevated reinvestment, or structural challenges.
RUN Debt, Balance Sheet, and Financial Health
Sunrun Inc. has a debt-to-equity ratio of 344.0%, compared to the Industrials sector average of 70.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 1.66x, suggesting adequate working capital coverage. Total debt on the balance sheet is $14.70B. Cash and equivalents stand at $709M.
RUN has a beta of 1.93, meaning it is more volatile than the broader market — a $10,000 investment in RUN would be expected to move 93.0% more than the S&P 500 on any given day. The stability factor score for Sunrun Inc. is 18/100, suggesting elevated price swings that may be unsuitable for conservative portfolios.
Sunrun Inc. Revenue and Earnings History — Quarterly Trend
In TTM 2026, Sunrun Inc. reported revenue of $2.34B and earnings per share (EPS) of $1.96. Net income for the quarter was $-1.25B. Gross margin was 34.0%. Operating income came in at $-351M.
In FY 2025, Sunrun Inc. reported revenue of $2.96B and earnings per share (EPS) of $1.96. Net income for the quarter was $-1.01B. Revenue grew 45.1% year-over-year compared to FY 2024. Operating income came in at $-126M.
In Q3 2025, Sunrun Inc. reported revenue of $725M and earnings per share (EPS) of $0.07. Net income for the quarter was $-278M. Revenue grew 34.9% year-over-year compared to Q3 2024. Operating income came in at $4M.
In Q2 2025, Sunrun Inc. reported revenue of $569M and earnings per share (EPS) of $1.22. Net income for the quarter was $-279M. Revenue grew 8.7% year-over-year compared to Q2 2024. Operating income came in at $-112M.
Over the past 8 quarters, Sunrun Inc. has demonstrated a growth trajectory, with revenue expanding from $524M to $2.34B. Investors analyzing RUN stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
RUN Dividend Yield and Income Analysis
Sunrun Inc. (RUN) does not currently pay a dividend. This is common among smaller companies in the Electrical Equipment industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Industrials dividend stocks may want to explore other Industrials stocks or use the stock screener to filter by dividend yield.
RUN Momentum and Technical Analysis Profile
Sunrun Inc. (RUN) has a momentum factor score of 51/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 23/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 41/100 reflects moderate short selling activity.
RUN vs Competitors — Industrials Sector Ranking and Peer Comparison
Within the Industrials sector, Sunrun Inc. (RUN) ranks #706 out of 752 stocks based on the Blank Capital composite score. This places RUN in the lower half of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.
Comparing RUN against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full RUN vs S&P 500 (SPY) comparison to assess how Sunrun Inc. stacks up against the broader market across all factor dimensions.
RUN Next Earnings Date
No upcoming earnings date has been announced for Sunrun Inc. (RUN) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy RUN? — Investment Thesis Summary
The quantitative profile for Sunrun Inc. suggests caution. The quality score of 28/100 flags below-average profitability. The value score of 37/100 indicates premium valuation. High volatility (stability score 18/100) increases portfolio risk.
In summary, Sunrun Inc. (RUN) earns a Avoid rating with a composite score of 35.0/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on RUN stock.
Related Resources for RUN Investors
Explore more research and tools: RUN vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare RUN head-to-head with peers: RUN vs SOBO, RUN vs TEN, RUN vs GLDD.