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RUNSunrun Inc.
$12.20$2.9B
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  4. Financial Ratios

Sunrun Inc. (RUN) Financial Ratios

Latest Ratios: P/E Ratio 7.1x · EV/EBITDA 23.8x · ROE 9.8%. (2013–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

RUN Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$2.9B$5.0B$2.1B$4.3B$5.3B$7.0B$9.7B$1.7B$1.3B$638M$557M
Enterprise Value$16.6B$18.6B$14.5B$14.7B$13.3B$13.3B$14.3B$4.1B$3.2B$1.9B$1.4B
P/E Ratio →7.1310.76——————47.355.137.38
P/S Ratio0.981.691.011.882.274.3710.501.991.681.211.23
P/B Ratio0.661.000.490.620.640.931.331.040.910.490.52
P/FCF———————————
P/OCF———————————

P/E links to full P/E history page with 30-year chart

RUN EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—6.307.126.495.728.2515.564.744.213.563.12
EV / EBITDA23.8426.83——————74.96——
EV / EBIT—15.16—————————
EV / FCF———————————

RUN Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin26.8%26.8%16.1%7.2%12.9%15.2%19.4%24.8%29.6%15.4%12.0%
Operating Margin-4.3%-4.3%-181.3%-87.6%-28.5%-41.4%-50.4%-25.1%-16.0%-34.4%-47.3%
Net Profit Margin15.2%15.2%-139.7%-71.0%7.5%-4.9%-18.8%3.1%3.5%23.5%20.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE9.8%9.8%-51.4%-21.3%2.2%-1.1%-3.9%1.7%2.0%10.6%9.8%
ROA2.0%2.0%-14.1%-8.1%1.0%-0.5%-1.7%0.5%0.6%3.3%2.9%
ROIC-0.5%-0.5%-16.3%-8.9%-3.3%-3.9%-4.4%-4.4%-3.1%-6.1%-9.9%
ROCE-0.6%-0.6%-19.7%-10.7%-3.9%-4.6%-5.0%-4.5%-3.1%-5.3%-7.4%

RUN Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.992.993.131.601.070.910.711.601.531.131.00
Debt / EBITDA21.4321.43——————50.41——
Net Debt / Equity—2.742.991.510.980.830.641.441.370.970.81
Net Debt / EBITDA19.6519.65——————45.11——
Debt / FCF———————————
Interest Coverage0.510.51-4.17-3.13-0.90-1.96-1.98-1.29-0.90-1.98-2.61

RUN Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.661.661.291.261.821.531.261.381.241.291.51
Quick Ratio1.271.270.990.961.141.030.950.891.031.011.23
Cash Ratio0.950.950.430.460.640.610.580.510.610.600.84
Asset Turnover—0.120.100.110.120.100.060.150.160.130.13
Inventory Turnover4.324.324.254.562.582.692.632.486.734.755.93
Days Sales Outstanding—32.4230.5827.7833.6933.1137.6633.0433.2039.6951.93

RUN Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield———————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield14.0%9.3%——————2.1%19.5%13.6%
FCF Yield———————————
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.3%0.0%0.0%0.1%
Total Shareholder Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.3%0.0%0.0%0.1%
Shares Outstanding—$271M$222M$217M$219M$205M$140M$124M$117M$108M$105M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowBurning
Top Statement Risk

Interest rate sensitivity

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Pricing Reflects Structural Uncertainty

According to recent market data, Sunrun trades at a P/S ratio of 1.09 and a trailing P/E of 7.89, suggesting that investors remain skeptical of the company's ability to convert its massive installed asset base into consistent, high-quality earnings compared to hardware-focused peers like Shoals Technologies.

The low P/E multiple appears to be a function of earnings volatility rather than genuine value, as GAAP net income is heavily distorted by non-cash tax equity accounting. Investors should monitor whether the market continues to apply a 'construction-style' discount or if the valuation begins to shift toward a utility-like multiple as the company scales its recurring Grid Services revenue.

Capital Efficiency Remains Under Pressure

Based on reported figures, Sunrun's ROIC has struggled to maintain positive territory, frequently dipping into negative values such as the -0.2% recorded in 2026Q1, which highlights the difficulty of generating adequate returns on the massive capital deployed into residential solar energy systems over the last decade.

The persistent inability to generate a positive spread between returns on invested capital and the cost of debt suggests that the current growth strategy is value-destructive on a GAAP basis. This trend warrants further investigation into whether the company's long-term PPA contracts can eventually provide the necessary yield to offset the high upfront costs of customer acquisition and installation.

Working Capital Cycles Indicate Operational Drag

As reported in quarterly filings, Sunrun's cash conversion cycle has shown significant volatility, peaking at 89 days in 2023Q4, which indicates that the company's ability to efficiently manage its inventory and receivables remains a structural challenge compared to more streamlined, asset-light industry participants.

The variability in the cash conversion cycle suggests that the company is frequently forced to tie up liquidity in working capital, likely due to the long lead times inherent in residential solar installations. Investors should monitor whether improvements in supply chain management or higher battery attachment rates can compress these cycles and improve overall cash flow velocity.

Debt Burden Constrains Financial Flexibility

According to recent financial statements, Sunrun's debt-to-equity ratio has climbed to 3.51 as of 2026Q1, signaling a heightened reliance on external financing that leaves the company's balance sheet vulnerable to shifts in credit market conditions and rising interest rates for its project-level debt securitizations.

The high leverage profile appears to be a structural necessity of the PPA business model, yet it creates a precarious situation where interest coverage ratios frequently turn negative. This suggests that the company is highly dependent on the continuous availability of capital markets to refinance maturing debt, which may pose a significant risk if credit spreads widen.

Misapplication of GAAP Net Income

As reported in financial disclosures, the most commonly misapplied metric for Sunrun is GAAP net income, which obscures the underlying economic reality of the business by failing to account for the long-term, inflation-linked cash flows inherent in the company's 20-to-25-year residential power purchase agreements.

Investors should instead focus on metrics like Net Subscriber Value or Unlevered Free Cash Flow at the project level to better gauge the true earning power of the installed fleet. Relying on GAAP net income leads to a distorted view of profitability, as it ignores the significant non-cash adjustments related to tax equity partnerships and the timing of revenue recognition.

Download Financial Ratios Data

Includes 30+ ratios · 13 years · Updated daily

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RUN — Frequently Asked Questions

Quick answers to the most common questions about buying RUN stock.

What is Sunrun Inc.'s P/E ratio?

Sunrun Inc.'s current P/E ratio is 7.1x. The historical average is 17.7x. This places it at the 25th percentile of its historical range.

What is Sunrun Inc.'s EV/EBITDA?

Sunrun Inc.'s current EV/EBITDA is 23.8x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 50.9x.

What is Sunrun Inc.'s ROE?

Sunrun Inc.'s return on equity (ROE) is 9.8%. The historical average is -4.8%.

Is RUN stock overvalued?

Based on historical data, Sunrun Inc. is trading at a P/E of 7.1x. This is at the 25th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Sunrun Inc.'s profit margins?

Sunrun Inc. has 26.8% gross margin and -4.3% operating margin.

How much debt does Sunrun Inc. have?

Sunrun Inc.'s Debt/EBITDA ratio is 21.4x, indicating high leverage. A ratio above 4x may signal elevated financial risk.