Stock AnalizSunrun Inc. RUN
Industrial Machinery/Components · IPO 2015 · data as of November 13, 2026
Sunrun Inc. (RUN) is a company listed in the US with a market value of about $2.1B. In the twelve months to September 30, 2026 it had revenue of $3.9B and net income of $540M, a net margin of 14.0%.
Its overall Stock Analiz score is 1.8 out of 5 (weak). The strongest part is value (3/5); the weakest is track record (1/5).
Key numbers: a P/E of 4.4, a price to free cash flow of 9.6, 5-year revenue growth of 26% a year, a 5-year average ROIC of -9%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 82% below the current price.
Score: 1.8 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Revenue growth above 10% last year
- Profit margin improving
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- Positive free cash flow
Checks not passed
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- ROE above 15%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.9B | $3.0B | $2.0B | $2.3B | $2.3B | $1.6B | $922M | $859M | $760M | $533M | $477M |
| Net income | $540M | $450M | -$2.8B | -$1.6B | $173M | -$79M | -$173M | $26M | $27M | $125M | $75M |
| Free cash flow | $217M | -$423M | -$768M | -$842M | -$867M | -$826M | -$321M | -$230M | -$67M | -$104M | -$213M |
| EPS (diluted) | $1.98 | $1.71 | $-12.81 | $-7.41 | $0.80 | $-0.39 | $-1.24 | $0.21 | $0.23 | $1.16 | $0.72 |
| Net margin | 14.0% | 15.2% | -139.7% | -71.0% | 7.5% | -4.9% | -18.8% | 3.1% | 3.5% | 23.6% | 15.8% |
| ROIC | — | -0.6% | -23.6% | -12.3% | -3.4% | -4.1% | -3.9% | -6.5% | -3.5% | -6.6% | -9.7% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 17 analysts is $13.88, 61% above the current price; targets range from $7.00 to $30.00; the consensus rating is “Buy”; expected EPS is $1.76 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Sunrun’s P/E ratio?
About 4.4, based on the last twelve months of diluted earnings per share (forward P/E about 27.0).
Is Sunrun stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 82% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Sunrun pay a dividend?
Not currently.
Is Sunrun a good stock to buy?
We do not give buy or sell advice. Sunrun scores 1.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.