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Sunrun Inc. (RUN) vs SolarEdge Technologies, Inc. (SEDG)

Sunrun Inc. and SolarEdge Technologies, Inc. are both Solar companies. Sunrun Inc. is the larger, with a market value of $2.4B against $1.6B — 1.5× the size. SolarEdge Technologies, Inc. has negative trailing earnings, so its P/E is not meaningful; Sunrun Inc. trades at 4.4×. Sunrun Inc. grew revenue faster over the last twelve months: 66.2% against 26.1%. Sunrun Inc. has the higher net margin (14.0% vs −17.3%) and the higher return on invested capital (4.29% vs −43.0%). Across the 18 metrics below, Sunrun Inc. leads on 13 and SolarEdge Technologies, Inc. on 5.

Valuation

Metric RUN SEDG Solar median
P/E 4.39 n/m 11.37
P/S 0.63 1.19 0.60
P/B 0.52 3.72 0.90
Price to free cash flow n/m 24.10 15.06
EV/EBITDA 19.60 n/m 10.71
EV/Sales 4.28 1.27 0.85
Earnings yield 22.78% (14.47%) (16.54%)
Free cash flow yield (74.15%) 4.15% (1.15%)

Profitability

Metric RUN SEDG Solar median
Gross margin 0.00% 26.26% 28.56%
Operating margin 6.29% (9.20%) (7.89%)
Net margin 14.01% (17.34%) (7.34%)
Free cash flow margin 5.79% 5.71% (1.48%)
Return on equity 12.61% (50.64%) 7.14%
Return on assets 2.34% (10.16%) (3.25%)
Return on invested capital 4.29% (42.98%) (4.96%)

Growth

Metric RUN SEDG Solar median
Revenue growth (TTM) 66.21% 26.11% 10.49%
EPS growth (last fiscal year) 113.35% 78.26% 51.53%
Revenue growth, 5-year CAGR 26.24% (4.09%) 13.86%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric RUN SEDG Solar median
Debt to equity 0.00 0.83 0.01
Current ratio 1.52 2.12 1.50
Net debt to EBITDA 22.50 0.84 0.19

Dividend

Metric RUN SEDG Solar median
Dividend yield — — —
Payout ratio — — —

Size

Metric RUN SEDG Solar median
Market cap 2.38b 1.61b 76.52m

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