Inside the research
Sunrun Inc.
RUN Research profile · latest available data
Price overview
$8.11
▲ +0.33 (+4.2%)
| 52w hi | $21.41 |
|---|---|
| 52w lo | $7.78 |
| Vol | 7.34M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.28
| Short | -0.62 |
|---|---|
| Medium | -0.05 |
| Long | -0.05 |
computed 2026-09-27
Key fundamentals
Sunrun Inc.
Technology · Solar
| Market cap | $1.93B |
|---|---|
| Enterprise value | $18.18B |
| Trailing P/E | 5.52x |
| Forward P/E | 7.99x |
| EV / EBITDA | 21.62x |
| P / S (ttm) | 0.56x |
| Profit margin | 11.6% |
| Return on equity | -19.9% |
| Revenue growth | +52.8% |
| Earnings growth | -60.7% |
| Debt / equity | 292.51 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.05 | |
| Sector | +0.19 | |
| Technical | -0.40 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Sunrun Inc. designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States. The company sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. It 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. It also operates distributed electricity power plants. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.
Risk Metrics
| Beta vs SPX | 1.74 |
|---|---|
| Corr SPX | 0.28 |
| Annual vol | 98.5% |
| Annual ret | +9.0% |
| Sharpe | 0.09 |
| Max DD | -70.1% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-06-01 | Shareholder Vote, Exhibits | read |
| 2026-05-06 | Earnings Release, Exhibits | read |
| 2026-02-26 | Earnings Release, Exhibits | read |
| 2026-01-06 | Material Agreement, Material Obligation… | read |
| 2025-11-06 | Earnings Release, Officer / Director Change… | read |
| 2025-08-06 | Earnings Release, Exhibits | read |
| 2025-06-13 | Shareholder Vote, Exhibits | read |
| 2025-05-07 | Earnings Release, Exhibits | read |
| 2025-04-04 | Officer / Director Change | read |
| 2025-02-27 | Earnings Release, Exhibits | read |
| 2025-02-12 | Officer / Director Change | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Jurich Lynn Michelle | Sell | 50.00K | $498.12K | |
| 2026-07-09 | Barak Maria | Chief Accounting Officer | Sell | 3.28K | $39.89K |
| 2026-07-06 | STEELE JEANNA | Chief Legal & People Offi | Sell | 9.90K | $130.52K |
| 2026-07-06 | Powell Mary | Chief Executive Officer | Sell | 23.98K | $316.29K |
| 2026-07-06 | Dickson Paul S. | Pres. & Chief Revenue Off | Sell | 15.61K | $205.85K |
| 2026-07-06 | Barak Maria | Chief Accounting Officer | Sell | 1.75K | $23.01K |
| 2026-07-06 | Abajian Danny | Chief Financial Officer | Sell | 16.50K | $217.51K |
| 2026-07-06 | Abajian Danny | Chief Financial Officer | Gift | 17.05K | — |
| 2026-07-01 | Jurich Lynn Michelle | Grant | 8.31K | — | |
| 2026-07-01 | Fenster Edward Harris | Grant | 8.31K | — |
Flow & Concentration
| Insider 180d net | -$2.11M |
|---|---|
| Insider buys / sells | 0 / 8 |
| Insider bias | Sellers |
| 13F holders | 8 |
| Top-5 share | 92.6% |
| HHI | 2,677 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Citadel Advisors | $109.10M | 8.15M |
| Capital Research / Capital World | $83.40M | 6.23M |
| Fidelity / FMR LLC | $24.86M | 1.86M |
| Renaissance Technologies | $24.08M | 1.80M |
| Millennium Management | $14.91M | 1.11M |
| State Street Corp | $14.17M | 11.72M |
| AQR Capital Management | $6.33M | 472.99K |
| T. Rowe Price Group | $4.39K | 327.89K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2015–2025 · 11 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.96B | +25.5% | |
| Operating income | -$1.98B | — | |
| Net income | $449.95M | +53.5% | |
| Cash from ops | -$766.15M | — |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $7.79 | $8.23 | $7.75 | $8.11 | 7.34M |
| Sep 24 | $8.21 | $8.28 | $7.75 | $7.78 | 11.93M |
| Sep 23 | $8.74 | $8.77 | $8.32 | $8.35 | 8.92M |
| Sep 22 | $8.89 | $8.95 | $8.73 | $8.79 | 5.00M |
| Sep 21 | $8.71 | $8.88 | $8.36 | $8.79 | 8.17M |
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