COMPARE · Reviewed July 29, 2026
RUN vs SHLS
Verdict: Side-by-side breakdown using the Bull Rankings model. RUN scored 29.7, SHLS scored 60.7 — SHLS leads.
Compare another set
RUN
Sunrun Inc.
29.7
$9.53 · $2.3B
fundamentals as of
Score gap
31.0
SHLS leads
SHLS
Shoals Technologies Group Inc
60.7
$8.88 · $1.4B
The model, pillar by pillar (0–100 each)
RUN
stronger →← stronger
SHLS
13
Qualityreturns · margins · balance sheet
46
50
Growthrevenue & earnings expansion
98
40
Valuevaluation vs sector peers
50
SHLS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
RUN
SHLS
-$308mF
FCF
-$77mF
+52.4%A
Rev
+37.8%A
3.00D
D/E
0.06A
0.7xA
P/S
2.5xA-
3.07D
PEG
1.05B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Model signals
RUN
Why this score
- Diluting shareholders
- Cyclical growth
SHLS
No notable signals flagged.
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.
SHLSShoals Technologies Group Inc
Why now
Electrical Equipment · market cap $1.4b. Down 33% from 52-week high of $13.18 — deep drawdown territory. Revenue growing +38% — in hypergrowth territory.
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
Free cash flow is negative (-$77m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.97 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.