Sunrun Inc. (RUN) vs SolarEdge Technologies, Inc. (SEDG)
A side-by-side comparison of Sunrun Inc. and SolarEdge Technologies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
RUN
Sunrun Inc.
$7.77EnergyDelayed quote: Oct 6, 2026, 2:40 PM EDT
SEDG
SolarEdge Technologies, Inc.
$34.02EnergyDelayed quote: Oct 6, 2026, 2:40 PM EDT
Total return — RUN vs SEDG
growth of $100 · dividends reinvested · last 10yRUN +28.8% (+2.6%/yr)SEDG +99.7% (+7.2%/yr)SEDG compounded faster over this window
RUN SEDG
RUN vs SEDG: by the numbers
- •SEDG is the larger company ($2.07B vs $1.85B market cap).
- •RUN is profitable (2.29% net margin) while SEDG runs a net loss (-20.29%).
- •RUN grew revenue faster over the past five years (22.38% vs -3.37% CAGR).
Metrics side by side
Valuation
| Metric | RUN | SEDG |
|---|---|---|
| Forward P/E | 6.38 | N/A |
| P/S ratio | 0.53 | 1.55 |
| P/B ratio | 0.53 | 5.02 |
| EV / EBITDA | 15.62 | N/A |
| FCF yield | N/A | 4.35% |
Profitability
| Metric | RUN | SEDG |
|---|---|---|
| Gross margin | 34.54% | 22.16% |
| Operating margin | 2.66% | -24.07% |
| Net margin | 2.29% | -20.29% |
| ROE | 2.28% | -65.59% |
| ROIC | 0.41% | -9.31% |
Growth (annualized)
| Metric | RUN | SEDG |
|---|---|---|
| Revenue CAGR (5Y) | 22.38% | -3.37% |
| EPS CAGR (5Y) | 42.91% | N/A |
| Total return CAGR (5Y) | -28.60% | -33.22% |
Frequently asked
- Which has grown faster, RUN or SEDG?
- Over the past five years, RUN grew revenue faster — RUN at a 22.38% CAGR versus SEDG at -3.37%.
- Is RUN or SEDG more profitable?
- RUN runs the higher net margin — RUN at 2.29% versus SEDG at -20.29%.
- How have RUN and SEDG total returns compared?
- Over the past 10 years, RUN delivered 1.97% and SEDG delivered 7.18% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Sunrun ROESolarEdge Technologies ROESunrun operating marginSolarEdge Technologies operating marginSunrun revenue growthSolarEdge Technologies revenue growthSunrun free cash flowSolarEdge Technologies free cash flow
Sunrun & SolarEdge Technologies appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.