WinstonWınston
Sunrun logo

Sunrun

RUN
33
Solar · Technology
Price
$11.85
-0.29 (-2.39%)
Market Cap
$2.83B
Exchange
NASDAQ
Winston Score
33
Winston is serious
Below-average fundamentals — multiple weak pillars.

Share count rising — dilution

+32.2% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 205.1M (2021) → 271.2M (2025)

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, retai

Winston Score History

Politician Trades

2 trades / 12mo

0 Congressional buys and 2 sells on RUN in the last 12 months.

Unlock the full Smart Money Map — every trade plotted on the price chart with politicians, amounts and returns since each trade. Founder's Deal is $57/mo locked for life.

Unlock politician trades

Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+43.2% YoY

YoY Growth Rate

Revenue accelerating

EPS Growth

+222.7% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$36M/ year

Declining (-8% vs prior year)

1.2% of revenue

In line with sector average (1%)

R&D spend declining — could signal cost-cutting or efficiency

Insider Activity

3.6%ownership

Relatively low insider ownership

Cash Runway

~5 months

$680M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Short runway — potential dilution ahead through share issuance

Revenue accelerating

Sunrun grew revenue 43% year-over-year and the growth rate is speeding up. That's the kind of momentum growth investors look for — the question is whether margins can follow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Gross Margin
30.4%
Modest — 30.4% gross margin
Operating Margin
-6.0%
Losing money on operations — -6.0%
ROCE
-0.2%
Weak — -0.2% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales YoY
+52.4%
Fast-growing sales (52.4% YoY)
EPS YoY
N/A
Data not available
EPS Consistency
8/8 quarters
Every recent quarter grew earnings vs last year

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Cash Conversion
-54%
Weak — only -54% of profit becomes cash
FCF Margin
-69.3%
Burning cash (-69.3%)

Free cash flow is negative. They are burning cash, not generating it.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

Debt / Equity
4.43
Heavy debt load (4.43)
Interest Cover
N/A
Data not available

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

P/E Ratio (TTM)
4.8x
Attractive valuation — P/E 4.8

P/E under 10. The price tag is small relative to last year's profit.

P/E vs Forward
-11.9
SLOWING
Earnings expected to fall — forward P/E higher than today

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Not applicable for this business.
🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.
Start free trial