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RUN vs SEDG
Which Stock Would AI Choose? Sunrun Inc. (RUN) vs. SolarEdge Technologies (SEDG) Stock Comparison
Key Takeaways
- Sunrun Inc. (RUN) leads in residential solar installations and battery storage, while SolarEdge Technologies (SEDG) specializes in power optimizers and inverters for solar systems.
- Both stocks have posted robust one-year gains—around 80% for RUN and nearly 200% for SEDG—amid solar sector recovery, though year-to-date returns hover near 30-34% for each.
- RUN trades at a low price-to-earnings (PE) ratio of 7.06 with positive earnings per share (EPS) of $1.71, contrasting SEDG's negative EPS of -$6.88 and no PE.
- Recent weeks show volatility for both, with RUN down amid cash generation concerns and SEDG hit by a Goldman Sachs downgrade to Sell.
- Tickeron’s comparison highlights RUN’s stronger short-term technical signals over SEDG.
Introduction
Sunrun Inc. (RUN) and SolarEdge Technologies (SEDG) represent pivotal players in the residential solar energy ecosystem, with RUN emphasizing end-to-end installation and storage solutions, and SEDG providing critical inverter technology. This comparison is timely amid sector pressures from potential China export restrictions and macroeconomic shifts, helping traders assess relative momentum, valuation, and positioning. Investors eyeing renewable energy exposure—particularly those balancing growth potential against volatility—will find insights into recent performance and headwinds shaping these stocks' trajectories.
RUN Overview and Recent Performance
Sunrun Inc. (RUN) is America’s largest residential solar and battery storage provider, designing, installing, and maintaining systems while offering flexible ownership models. In recent market activity, the stock has traded around $12, within a 52-week range of $5.38 to $22.44, reflecting high beta (2.37, a measure of volatility relative to the market) and a market cap of about $2.83 billion. Year-to-date gains stand at roughly 34%, with one-year returns near 80%, buoyed by strong Q4 2025 revenue beats and $200 million in quarterly cash generation. However, sentiment has softened in recent weeks due to concerns over installation volumes and cash flow sustainability, prompting analyst price target adjustments like Goldman Sachs' reduction to $20 while retaining a Buy rating. Upcoming earnings on May 6, 2026, are in focus.
SEDG Overview and Recent Performance
SolarEdge Technologies (SEDG) develops DC-optimized inverter systems that maximize solar energy output for residential and commercial use, serving installers and distributors globally. Shares recently hover near $38, in a 52-week span of $11.45 to $53.75, with a market cap around $2.3 billion and beta of 1.35. Performance mirrors sector trends, with year-to-date up about 31% and one-year surges exceeding 195%, driven by Q4 revenue growth to $335 million despite prior declines. Recent weeks brought pressure from Goldman Sachs' downgrade to Sell (target $31) over valuation and competition, plus broader solar export worries, leading to sharp declines. Earnings are slated for May 5, 2026.
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Head-to-Head Comparison
RUN and SEDG share solar exposure but diverge in models: RUN’s service-oriented approach yields higher revenue ($2.96B TTM) and positive EBITDA ($546M), while SEDG’s hardware focus grapples with losses (negative EBITDA -$349M). Growth drivers include RUN’s customer expansion and storage demand versus SEDG’s inverter innovations amid competition. Recent momentum favors neither decisively, with both down in recent weeks on sector news, though SEDG shows higher one-year gains. Risks amplify via RUN’s debt ($14.8B) and beta, against SEDG’s cash burn; sentiment tilts neutral, with RUN’s valuation appearing more attractive (PE 7 vs. undefined).
Tickeron AI Verdict
Tickeron’s AI currently leans toward RUN in the short term, citing superior technical analysis scores (6 bullish vs. 4 for SEDG), positive EPS, and lower valuation amid comparable momentum. SEDG holds long-term appeal via explosive yearly gains and sector catalysts, but recent downgrades temper enthusiasm. Probability favors RUN for relative stability in volatile conditions, pending earnings clarity.
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 RUN is a Hold and SEDG is a StrongBuy.
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).
RUN’s FA Score shows that 0 FA rating(s) are green whileSEDG’s FA Score has 0 green FA rating(s).
- RUN’s FA Score: 0 green, 5 red.
- SEDG’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.
RUN’s TA Score shows that 5 TA indicator(s) are bullish while SEDG’s TA Score has 6 bullish TA indicator(s).
- RUN’s TA Score: 5 bullish, 4 bearish.
- SEDG’s TA Score: 6 bullish, 4 bearish.
Price Growth
RUN (@Alternative Power Generation) experienced а -2.30% price change this week, while SEDG (@Alternative Power Generation) price change was +1.08% for the same time period.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -0.28%. For the same industry, the average monthly price growth was +16.68%, and the average quarterly price growth was +36.08%.
Reported Earning Dates
RUN is expected to report earnings on Aug 05, 2026.
SEDG is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Alternative Power Generation (-0.28% 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.
| RUN | SEDG | RUN / SEDG | |
| Capitalization | 3.54B | 4.5B | 79% |
| EBITDA | 700M | -299.68M | -234% |
| Gain YTD | -19.293 | 156.568 | -12% |
| P/E Ratio | 6.97 | 95.92 | 7% |
| Revenue | 3.18B | 1.28B | 249% |
| Total Cash | 680M | 542M | 125% |
| Total Debt | 14.9B | 473M | 3,150% |
RUN | SEDG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 26 | 37 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 47 | 99 | |
PRICE GROWTH RATING 1..100 | 40 | 34 | |
P/E GROWTH RATING 1..100 | 52 | 38 | |
SEASONALITY SCORE 1..100 | 42 | n/a |
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.
RUN's Valuation (87) in the Electrical Products industry is in the same range as SEDG (100) in the Semiconductors industry. This means that RUN’s stock grew similarly to SEDG’s over the last 12 months.
RUN's Profit vs Risk Rating (100) in the Electrical Products industry is in the same range as SEDG (100) in the Semiconductors industry. This means that RUN’s stock grew similarly to SEDG’s over the last 12 months.
RUN's SMR Rating (47) in the Electrical Products industry is somewhat better than the same rating for SEDG (99) in the Semiconductors industry. This means that RUN’s stock grew somewhat faster than SEDG’s over the last 12 months.
SEDG's Price Growth Rating (34) in the Semiconductors industry is in the same range as RUN (40) in the Electrical Products industry. This means that SEDG’s stock grew similarly to RUN’s over the last 12 months.
SEDG's P/E Growth Rating (38) in the Semiconductors industry is in the same range as RUN (52) in the Electrical Products industry. This means that SEDG’s stock grew similarly to RUN’s over the last 12 months.
| RUN | SEDG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 88% | 2 days ago 90% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 84% |
| MACD ODDS (%) | N/A | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 87% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 83% | 2 days ago 81% |
| Advances ODDS (%) | 7 days ago 83% | 9 days ago 81% |
| Declines ODDS (%) | 2 days ago 86% | 17 days ago 87% |
| BollingerBands ODDS (%) | 2 days ago 86% | 2 days ago 84% |
| Aroon ODDS (%) | 2 days ago 77% | 2 days ago 82% |
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| 1 Day | |||
|---|---|---|---|
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| GLV | 6.39 | 0.02 | +0.31% |
| Clough Global Dividend and Income Fund | |||
| QMOM | 81.39 | -0.30 | -0.37% |
| Alpha Architect US Quantitative Momt ETF | |||
| TTEQ | 45.02 | -0.37 | -0.82% |
| T. Rowe Price Technology ETF | |||
| SLYV | 104.37 | -1.25 | -1.18% |
| State Street® SPDR® S&P 600™ Sm CpValETF | |||
| XLCI | 23.91 | -0.31 | -1.27% |
| State Street® CommServSelSectSPDR®PrmETF | |||
RUN and
Correlation & Price change
A.I.dvisor indicates that over the last year, RUN has been closely correlated with FCEL. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if RUN jumps, then FCEL could also see price increases.
| Ticker / NAME | Correlation To RUN | 1D Price Change % | ||
|---|---|---|---|---|
| RUN | 100% | -2.62% | ||
| FCEL - RUN | 67% Closely correlated | -11.51% | ||
| ENPH - RUN | 61% Loosely correlated | -4.58% | ||
| BE - RUN | 61% Loosely correlated | -5.13% | ||
| PLUG - RUN | 61% Loosely correlated | -9.78% | ||
| SEDG - RUN | 59% Loosely correlated | -5.72% | ||
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