Sunrun Inc. (RUN) vs SolarEdge Technologies, Inc. (SEDG)
Sunrun Inc. and SolarEdge Technologies, Inc. are both Solar companies. Sunrun Inc. and SolarEdge Technologies, Inc. are of similar size ($2.0B and $1.9B). SolarEdge Technologies, Inc. has negative trailing earnings, so its P/E is not meaningful; Sunrun Inc. trades at 4.7×. Sunrun Inc. grew revenue faster over the last twelve months: 63.2% against 41.7%. Sunrun Inc. has the higher net margin (11.6% vs −20.3%) and the higher return on invested capital (0.31% vs −59.6%). Across the 18 metrics below, Sunrun Inc. leads on 12 and SolarEdge Technologies, Inc. on 6.
Valuation
Profitability
| Metric | RUN | SEDG | Solar median |
|---|---|---|---|
| Gross margin | 35.29% | 23.27% | 31.92% |
| Operating margin | 2.66% | (11.60%) | (9.70%) |
| Net margin | 11.59% | (20.29%) | (8.48%) |
| Free cash flow margin | (63.62%) | 8.85% | (2.95%) |
| Return on equity | 9.92% | (58.42%) | 5.34% |
| Return on assets | 1.81% | (11.28%) | (5.36%) |
| Return on invested capital | 0.31% | (59.63%) | (5.27%) |
Growth
Health
Dividend
Size
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