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FSLR vs RUN
Which Stock Would AI Choose? First Solar (FSLR) vs. Sunrun (RUN) Stock Comparison
Key Takeaways
- FSLR, a leading solar module manufacturer, shows robust profitability with a trailing P/E ratio (price-to-earnings ratio) of 13.90 and ROE (return on equity) of 17.45%, contrasting RUN's negative ROE of -22.06%.
- RUN exhibits explosive quarterly revenue growth of 123.50% but carries high debt-to-equity of 297.88%, heightening risk compared to FSLR's low 6.87%.
- Year-to-date, RUN leads with +29.18% returns versus FSLR's +24.40%, though both face analyst estimate cuts in recent weeks.
- FSLR's market cap of $21.22B dwarfs RUN's $3B, reflecting greater scale in utility-scale solar versus residential focus.
- Recent market activity shows volatility for both, with FSLR trading around $197 and RUN near $13 amid sector headwinds.
Introduction
First Solar (FSLR) and Sunrun (RUN) represent key players in the solar energy sector, with FSLR focusing on photovoltaic module manufacturing and RUN on residential installations and ownership. This stock comparison analyzes their relative performance, financial health, and market positioning amid evolving renewable energy dynamics. Traders seeking momentum plays and long-term investors evaluating growth versus stability will find insights into sector exposure, recent sentiment shifts, and trade-offs in this volatile market environment.
FSLR Overview and Recent Performance
First Solar (FSLR) designs, manufactures, and sells cadmium telluride thin-film photovoltaic solar modules, primarily for utility-scale projects. The company benefits from strong domestic manufacturing capacity and serves global utilities and developers. In recent market activity, FSLR shares have traded in the $190-$200 range, reflecting year-to-date gains of 24.40% but facing pressure from downward earnings revisions and a Zacks Rank #5 (Strong Sell). Sentiment has softened due to weaker sales guidance amid policy uncertainties, though positive revenue growth of 11.10% year-over-year and ample cash reserves ($2.86B) provide a buffer. Upcoming earnings are anticipated to show EPS growth, supporting its position as a cash-generative leader.
RUN Overview and Recent Performance
Sunrun (RUN) leads in residential solar energy systems, offering design, installation, ownership, and maintenance alongside battery storage. It targets homeowners via direct and partner channels, capitalizing on distributed generation trends. Recent weeks have seen RUN shares fluctuate around $13, with year-to-date returns of 29.18% outpacing the broader market but trailing one-year gains of 76.32%. High quarterly revenue growth (123.50%) highlights expansion, yet persistent cash burn, elevated debt, and analyst cuts have weighed on sentiment ahead of earnings. Volatility persists amid balance sheet concerns, balancing growth potential against execution risks.
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Head-to-Head Comparison
FSLR and RUN both tap solar demand but diverge in models: FSLR's manufacturing yields high margins (29.28% profit margin) and scale, while RUN's service-oriented approach drives residential growth at higher leverage costs. Recent momentum favors RUN YTD, yet FSLR offers superior stability with positive free cash flow versus RUN's negative flows. Risk factors include policy shifts for both, but RUN's debt amplifies sensitivity to rates. Sector tailwinds like electrification bolster upside, though sentiment tilts cautious on estimate revisions.
Tickeron AI Verdict
Tickeron’s AI leans toward FSLR in the current environment, citing trend consistency via profitability, low debt, and manufacturing moat over RUN's growth volatility. Observable catalysts like revenue momentum and cash position suggest higher probability of relative outperformance, though RUN could rally on residential demand surges.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSLR is a Hold and RUN is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FSLR’s FA Score shows that 1 FA rating(s) are green whileRUN’s FA Score has 0 green FA rating(s).
- FSLR’s FA Score: 1 green, 4 red.
- RUN’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FSLR’s TA Score shows that 4 TA indicator(s) are bullish while RUN’s TA Score has 6 bullish TA indicator(s).
- FSLR’s TA Score: 4 bullish, 5 bearish.
- RUN’s TA Score: 6 bullish, 4 bearish.
Price Growth
FSLR (@Alternative Power Generation) experienced а -4.97% price change this week, while RUN (@Alternative Power Generation) price change was +7.73% for the same time period.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -2.10%. For the same industry, the average monthly price growth was +5.93%, and the average quarterly price growth was +9.01%.
Reported Earning Dates
FSLR is expected to report earnings on Jul 23, 2026.
RUN is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Alternative Power Generation (-2.10% weekly)The alternative power generation industry consists of companies that operate power facilities converting non-conventional forms of energy into electricity. These energy forms are alternatives to fossil fuels, and many of them are derived from natural resources. Alternative energy forms include solar, wind, hydro, and geothermal steam. A major purpose behind using alternative energy – also called ‘clean’ energy - is to address concerns related to the more conventional fossil fuels, such as the latter’s high carbon dioxide emissions which is often considered a factor in global warming. Alternative power generation has been gaining traction in recent years, and could grow further in the future. Large organizations like Google have invested substantially in wind and solar energy-powered electricity. Some of the prominent U.S. companies operating in the alternative power generation industry includes Ormat Technologies, Inc., TerraForm Power, Inc. and NextEra Energy Partners LP.
| FSLR | RUN | FSLR / RUN | |
| Capitalization | 27.7B | 3.23B | 859% |
| EBITDA | 2.31B | 700M | 330% |
| Gain YTD | -1.351 | -26.522 | 5% |
| P/E Ratio | 16.65 | 6.35 | 262% |
| Revenue | 5.42B | 3.18B | 171% |
| Total Cash | 2.43B | 680M | 357% |
| Total Debt | 587M | 14.9B | 4% |
FSLR | RUN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 88 | 72 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 48 | 100 | |
SMR RATING 1..100 | 48 | 47 | |
PRICE GROWTH RATING 1..100 | 40 | 45 | |
P/E GROWTH RATING 1..100 | 26 | 64 | |
SEASONALITY SCORE 1..100 | 50 | 13 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FSLR's Valuation (76) in the Electronic Components industry is in the same range as RUN (87) in the Electrical Products industry. This means that FSLR’s stock grew similarly to RUN’s over the last 12 months.
FSLR's Profit vs Risk Rating (48) in the Electronic Components industry is somewhat better than the same rating for RUN (100) in the Electrical Products industry. This means that FSLR’s stock grew somewhat faster than RUN’s over the last 12 months.
RUN's SMR Rating (47) in the Electrical Products industry is in the same range as FSLR (48) in the Electronic Components industry. This means that RUN’s stock grew similarly to FSLR’s over the last 12 months.
FSLR's Price Growth Rating (40) in the Electronic Components industry is in the same range as RUN (45) in the Electrical Products industry. This means that FSLR’s stock grew similarly to RUN’s over the last 12 months.
FSLR's P/E Growth Rating (26) in the Electronic Components industry is somewhat better than the same rating for RUN (64) in the Electrical Products industry. This means that FSLR’s stock grew somewhat faster than RUN’s over the last 12 months.
| FSLR | RUN | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 66% | 3 days ago 85% |
| Stochastic ODDS (%) | 3 days ago 82% | 3 days ago 88% |
| Momentum ODDS (%) | 3 days ago 80% | 3 days ago 81% |
| MACD ODDS (%) | 3 days ago 81% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 83% |
| TrendMonth ODDS (%) | 3 days ago 82% | 3 days ago 84% |
| Advances ODDS (%) | 18 days ago 80% | 9 days ago 83% |
| Declines ODDS (%) | 4 days ago 78% | 11 days ago 86% |
| BollingerBands ODDS (%) | 3 days ago 73% | 3 days ago 90% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 79% |
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FSLR and
Correlation & Price change
A.I.dvisor indicates that over the last year, FSLR has been loosely correlated with RUN. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if FSLR jumps, then RUN could also see price increases.
| Ticker / NAME | Correlation To FSLR | 1D Price Change % | ||
|---|---|---|---|---|
| FSLR | 100% | +1.14% | ||
| RUN - FSLR | 56% Loosely correlated | +8.68% | ||
| BE - FSLR | 55% Loosely correlated | +15.41% | ||
| FCEL - FSLR | 52% Loosely correlated | +19.96% | ||
| SEDG - FSLR | 52% Loosely correlated | +6.16% | ||
| NXT - FSLR | 51% Loosely correlated | +2.10% | ||
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