RUN vs SEDG

For growth investors, Sunrun Inc.

(RUN) is the stronger pick with 45. 1% revenue growth year-over-year, versus 31. 4% for SolarEdge Technologies, Inc. (SEDG). Sunrun Inc. (RUN) offers the better valuation at 7. 9x trailing P/E (22. 2x forward), making it the more compelling value choice. Analysts rate Sunrun Inc. (RUN) a "Buy" — based on 36 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On forward P/E, Sunrun Inc.

is actually cheaper at 22. 2x.

Over the past 5 years, Sunrun Inc.

(RUN) delivered a total return of -67. 8%, compared to -79. 6% for SolarEdge Technologies, Inc. (SEDG). Over 10 years, the gap is even starker: SEDG returned +102. 3% versus RUN's +85. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), SolarEdge Technologies, Inc.

(SEDG) is the lower-risk stock at 2. 03β versus Sunrun Inc. 's 2. 89β — meaning RUN is approximately 42% more volatile than SEDG relative to the S&P 500. On balance sheet safety, SolarEdge Technologies, Inc. (SEDG) carries a lower debt/equity ratio of 99% versus 5% for Sunrun Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Sunrun Inc.

(RUN) is pulling ahead at 45. 1% versus 31. 4% for SolarEdge Technologies, Inc. (SEDG). On earnings-per-share growth, the picture is similar: Sunrun Inc. grew EPS 113. 3% year-over-year, compared to 78. 2% for SolarEdge Technologies, Inc.. Over a 3-year CAGR, RUN leads at 8. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Sunrun Inc.

(RUN) is the more profitable company, earning 15. 2% net margin versus -34. 2% for SolarEdge Technologies, Inc. — meaning it keeps 15. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RUN leads at -4. 3% versus -24. 1% for SEDG. At the gross margin level — before operating expenses — SEDG leads at 15. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Sunrun Inc.

(RUN) trades at 22. 2x forward P/E versus 706. 3x for SolarEdge Technologies, Inc. — 684. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RUN: 34. 8% to $18. 14.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, SolarEdge Technologies, Inc.

(SEDG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+102. 3% 10Y return). Sunrun Inc. (RUN) carries a higher beta of 2. 89 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SEDG: +102. 3%, RUN: +85. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.