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Sunrun Inc. RUN
Energy - Solar - NASDAQ - US
Watchlist
$ 10.5
16.8 %
$ 2.4 B
Market Cap
-0.86
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one RUN stock under the worst case scenario is HIDDEN Compared to the current market price of 10.5 USD, Sunrun Inc. is HIDDEN

RUN Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one RUN stock under the base case scenario is HIDDEN Compared to the current market price of 10.5 USD, Sunrun Inc. is HIDDEN

RUN Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one RUN stock under the best case scenario is HIDDEN Compared to the current market price of 10.5 USD, Sunrun Inc. is HIDDEN

RUN Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart RUN

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1M 23%
6M -2%
1Y -20%
3Y -155%
5Y -165%
All
$13.0$13.0$12.0$12.0$11.0$11.0$10.0$10.0$9.0$9.0$8.0$8.0$7.0$7.0$6.0$6.0$5.0$5.015 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '25
FINANCIALS
2.04 B REVENUE
-9.83%
Growth Rates
1Year -9.83%
3Years 8.17%
5Years 18.87%
7Years 21.22%
10Years 26.22%
-3.7 B OPERATING INCOME
-86.75%
Growth Rates
1Year -86.75%
3Years -77.02%
5Years -76.50%
7Years -53.72%
10Years -39.48%
-4.36 B NET INCOME
-62.34%
Growth Rates
1Year -62.34%
3Years -64.38%
5Years -61.94%
7Years -47.50%
10Years -39.37%
-766 M OPERATING CASH FLOW
6.65%
Growth Rates
1Year 6.65%
3Years 2.13%
5Years -30.24%
7Years -43.54%
10Years -57.95%
-2.7 B INVESTING CASH FLOW
-3.36%
Growth Rates
1Year -3.36%
3Years -17.01%
5Years -26.22%
7Years -18.73%
10Years -19.26%
3.43 B FINANCING CASH FLOW
-1.21%
Growth Rates
1Year -1.21%
3Years 9.01%
5Years 25.37%
7Years 21.64%
10Years 20.65%
504 M REVENUE
-2.74%
Growth Rates
1Year -9.83%
3Years 8.17%
5Years 18.87%
7Years 21.22%
10Years 26.22%
-115 M OPERATING INCOME
96.47%
Growth Rates
1Year -86.75%
3Years -77.02%
5Years -76.50%
7Years -53.72%
10Years -39.48%
-277 M NET INCOME
91.85%
Growth Rates
1Year -62.34%
3Years -64.38%
5Years -61.94%
7Years -47.50%
10Years -39.37%
-104 M OPERATING CASH FLOW
59.67%
Growth Rates
1Year 6.65%
3Years 2.13%
5Years -30.24%
7Years -43.54%
10Years -57.95%
-655 M INVESTING CASH FLOW
17.34%
Growth Rates
1Year -3.36%
3Years -17.01%
5Years -26.22%
7Years -18.73%
10Years -19.26%
791 M FINANCING CASH FLOW
-19.93%
Growth Rates
1Year -1.21%
3Years 9.01%
5Years 25.37%
7Years 21.64%
10Years 20.65%
Balance Sheet Sunrun Inc.
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Current Assets 1.72 B
Cash & Short-Term Investments 575 M
Receivables 171 M
Other Current Assets 977 M
Non-Current Assets 18.2 B
Long-Term Investments 81.3 M
PP&E 15.2 B
Other Non-Current Assets 2.86 B
2.89 %4.91 %76.54 %14.39 %Total Assets$19.9b
Current Liabilities 1.33 B
Accounts Payable 354 M
Short-Term Debt 286 M
Other Current Liabilities 694 M
Non-Current Liabilities 14.4 B
Long-Term Debt 12.7 B
Other Non-Current Liabilities 1.66 B
4.41 %80.95 %10.57 %Total Liabilities$15.7b
EFFICIENCY
Earnings Waterfall Sunrun Inc.
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Revenue 2.04 B
Cost Of Revenue 1.71 B
Gross Profit 329 M
Operating Expenses 4.02 B
Operating Income -3.7 B
Other Expenses 660 M
Net Income -4.36 B
3b3b2b2b1b1b00(1b)(1b)(2b)(2b)(3b)(3b)(4b)(4b)(5b)(5b)2b(2b)329m(4b)(4b)(660m)(4b)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
16.12% GROSS MARGIN
16.12%
Averages
1Year 16.12%
3Years 12.07%
5Years 14.15%
7Years 17.88%
10Years 16.05%
-181.34% OPERATING MARGIN
-181.34%
Averages
1Year -181.34%
3Years -95.40%
5Years -75.60%
7Years -59.88%
10Years -57.29%
-139.67% NET MARGIN
-139.67%
Averages
1Year -139.67%
3Years -82.43%
5Years -75.23%
7Years -59.74%
10Years -38.38%
-111.43% ROE
-111.43%
Averages
1Year -111.43%
3Years -51.59%
5Years -36.15%
7Years -31.21%
10Years -19.46%
-14.30% ROA
-14.30%
Averages
1Year -14.30%
3Years -8.85%
5Years -7.37%
7Years -6.15%
10Years -3.83%
-19.48% ROIC
-19.48%
Averages
1Year -19.48%
3Years -10.58%
5Years -7.82%
7Years -6.56%
10Years -6.74%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Sunrun Inc.
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00(500m)(500m)(1b)(1b)(1b)(1b)(2b)(2b)(2b)(2b)(3b)(3b)(3b)(3b)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -4.36 B
Depreciation & Amortization 621 M
Capital Expenditures -2.7 B
Stock-Based Compensation 113 M
Change in Working Capital -319 M
Others 2.66 B
Free Cash Flow -3.47 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Sunrun Inc.
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Wall Street analysts predict an average 1-year price target for RUN of $19 , with forecasts ranging from a low of $4 to a high of $35 .
RUN Lowest Price Target Wall Street Target
4 USD -61.90%
RUN Average Price Target Wall Street Target
19 USD 80.65%
RUN Highest Price Target Wall Street Target
35 USD 233.33%
Price
Max Price Target
Min Price Target
Average Price Target
3535303025252020151510105500Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 4
6. Ownership
Insider Ownership Sunrun Inc.
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Sold
0-3 MONTHS
627 K USD 6
3-6 MONTHS
1.26 M USD 5
6-9 MONTHS
2.13 M USD 5
9-12 MONTHS
4.96 M USD 7
Bought
544 K USD 1
0-3 MONTHS
1.02 M USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Clean energy stocks jump after tax on solar and wind projects is removed from Trump's big bill Shares of renewable energy companies are rising after a tax on solar and wind was removed from the Senate version of the One Big Beautiful Bill Act. The Senate narrowly passed the legislation Tuesday and will now be considered by the House of Representatives. cnbc.com - 6 days ago
Excise tax dropped in Senate bill negative for First Solar, says Mizuho Array Technologies +0.685 (+11.65%) Canadian Solar +0.32 (+2.90%) Enlight Renewable +1.03 (+4.53%) Enphase Energy +1.69 (+4.26%) First Solar -0.24 (-0.15%) Fluence Energy +0.32 (+4.77%) GE Vernova -32.27 (-6.10%) HASI +1.005 (+3.74%) Maxeon Solar +0.09 (+2.93%) Nextracker +2.47 (+4.54%) Shoals Technologies +0.74 (+17.43%) SolarEdge +1.81 (+8.88%) Sunrun +0.77 (+9.40%) Bloom Energy -1.49 (-6.24%) 15 Jul 18 Aug 04 Mar https://thefly.com - 6 days ago
Wells says excise tax removal positive for Solar, negative for First Solar Enphase Energy +1.965 (+4.96%) First Solar +1.33 (+0.80%) Array Technologies +0.75 (+12.76%) Nextracker +3.02 (+5.55%) Shoals Technologies +0.865 (+20.38%) Sunrun +0.855 (+10.44%) SolarEdge +1.86 (+9.12%) 15 Jul 18 Aug https://thefly.com - 6 days ago
Sunrun, SolarEdge, and Other Solar Stocks Jump as Republicans Strip Excise Tax From Spending Bill Shares of Sunrun, SolarEdge Technologies, Enphase Energy, and GE Vernova are gaining. barrons.com - 6 days ago
Solar Stocks Mixed on Big, Beautiful Bill, DIS Upgrade, GS New All-Time High First Solar (FSLR) and Sunrun (RUN) traded higher while other solar stocks opened more mixed after the Senate version of the "big, beautiful bill." Diane King Hall dives deeper into what's driving the wide price action. youtube.com - 1 week ago
Solar stocks fall as Trump bill taxes components from China, phases out credits The Senate is voting on a version of President Donald Trump's spending legislation that would slam the solar and wind industries. The legislation is close to a worst case scenario for renewable energy, Morgan Stanley analyst Andrew Percoco told clients. cnbc.com - 1 week ago
Solar stocks' losses are nuclear's gain, as Elon Musk takes swipe at budget bill The Senate's tax-and-spending bill gives a boost to nuclear power stocks, but knocks down shares of solar companies. marketwatch.com - 1 week ago
Sunrun, Enphase Stocks Fall on Senate Bill Surprise. Why This Solar Company Is Shining. The latest version also includes a surprise new tax on projects that use supplies from China, the world's biggest source of renewable energy equipment. barrons.com - 1 week ago
The Dividend Investor's Quick-And-Dirty Guide To The Senate Budget Bill “One Big Beautiful Bill” inches closer to becoming law. It will have an impact on the broader economy, and especially certain specific sectors. Some dividend stocks could be in serious trouble, while others could gain. I share my take as a dividend investor. seekingalpha.com - 1 week ago
Sunrun ($RUN) | AST SpaceMobile ($ASTS) | Serve Robotics ($SERV) | Cyngn ($CYN) | NVIDIA ($NVDA) Welcome to the Green Stock News brief for Thursday June 26th. Here are today's top headlines: Sunrun (NASDAQ: RUN) dispatched over 340 megawatts of stored energy from its home battery fleet across multiple states and Puerto Rico to support strained power grids during a record-breaking heat wave. youtube.com - 1 week ago
Sunrun Dispatches More Than 340 Megawatts of Power in Single Evening to Support the Grid from Coast to Coast As many parts of the country grapple with a triple-digit heat wave, Sunrun answers urgent requests to dispatch critical energy from home batteries paired with solar As many parts of the country grapple with a triple-digit heat wave, Sunrun answers urgent requests to dispatch critical energy from home batteries paired with solar globenewswire.com - 1 week ago
Trump's Tax Megabill Has Analysts Souring on Sunrun, First Solar, Enphase Stocks The residential solar sector looks to fight for its survival, as the Senate didn't significantly water down Trump's tax bill. barrons.com - 2 weeks ago
8. Profile Summary

Sunrun Inc. RUN

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COUNTRY US
INDUSTRY Solar
MARKET CAP $ 2.4 B
Dividend Yield 0.00%
Description 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.
Contact 225 Bush Street, San Francisco, CA, 94104 https://www.sunrun.com
IPO Date Aug. 5, 2015
Employees 11058
Officers Ms. Mary Grace Powell Chief Executive Officer & Director Mr. Danny Abajian Chief Financial Officer & Principal Financial Officer Ms. Jeanna Steele J.D. Chief Legal & People Officer Mr. Chance Allred Chief Experience Officer Mr. Rachit Srivastava Head of Artificial Intelligence Mr. Paul S. Dickson President & Chief Revenue Officer Ms. Maria Barak Chief Accounting Officer Mr. Patrick Jobin Senior Vice President of Finance & Investor Relations Ms. Lynn Michelle Jurich Co-Founder & Executive Co-Chair of the Board Mr. Edward Harris Fenster Co-Founder & Executive Co-Chair of the Board