COMPARE · Reviewed July 29, 2026
RUN vs SEDG
Verdict: Side-by-side breakdown using the Bull Rankings model. RUN scored 29.7, SEDG scored 27.3 — RUN leads.
Compare another set
RUN
Sunrun Inc.
29.7
$9.53 · $2.3B
fundamentals as of
Score gap
2.4
RUN leads
SEDG
SolarEdge Technologies, Inc.
27.3
$41.58 · $2.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
RUN
stronger →← stronger
SEDG
13
Qualityreturns · margins · balance sheet
23
50
Growthrevenue & earnings expansion
50
40
Valuevaluation vs sector peers
17
RUN and SEDG split the three pillars evenly.
Fundamentals, head-to-head
RUN
SEDG
-$308mF
FCF
$78mC-
+52.4%A
Rev
+39.2%A
3.00D
D/E
0.98C
0.7xA
P/S
2.0xA-
3.07D
PEG
4.61D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
RUN
SEDG
—
Price vs fair valuelower is cheaper
89% above
—
Growth the price implies10-yr FCF · lower = less priced in
~32%/yr
—
1-yr DCF upside
-59%
—
5-yr DCF upside
-47%
—
10-yr DCF upside
-23%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
RUN
Why this score
- Diluting shareholders
- Cyclical growth
SEDG
Why this score
- Diluting shareholders
- Cyclical growth
The companies
RUNSunrun Inc.
Why now
Solar · market cap $2.3b. Down 58% from 52-week high of $22.44 — deep drawdown territory. Revenue growing +52% — in hypergrowth territory. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $18.84 (implying +98% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 3.00 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$308m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 58% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
SEDGSolarEdge Technologies, Inc.
Why now
Solar · market cap $2.5b. Down 49% from 52-week high of $81.25 — deep drawdown territory. Revenue growing +39% — in hypergrowth territory. 20 sell-side analysts rate this a Hold with a mean 1-yr target of $45.25 (implying +9% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -28.6%) — path to GAAP profitability is the core thesis risk. Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.45 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.