ENPH vs RUN
ENPH: Enphase Energy provides advanced home energy management systems featuring industry-leading microinverter technology, energy storage, and EV charging for residential and small commercial solar markets. RUN: Sunrun provides residential solar and battery storage systems through a subscription-based model that eliminates upfront costs for homeowners.
Side-by-side fundamentals
| Metric | ENPH | RUN | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $32.91 | $7.59 | |
| Market cap | $4.3B | $1.8B | |
| P/E as of 2026-10-08 | 33.25 | 5.13 | RUN lower |
| Net margin FY2025, SEC XBRL | +11.7% | +15.2% | RUN higher |
| Gross margin FY2025, SEC XBRL | +46.6% | n/a | |
| Operating margin FY2025, SEC XBRL | +10.7% | -4.3% | ENPH higher |
| ROE FY2025, SEC XBRL | +15.8% | +10.5% | ENPH higher |
| ROA FY2025, SEC XBRL | +4.9% | +2.0% | ENPH higher |
| Debt / equity as of 2026-09-03 | 0.48 | 4.36 | ENPH lower |
| Revenue growth (YoY) as of 2026-09-03 | -10.4% | n/a | |
| Revenue CAGR (3y) SEC XBRL | -14.2% | +8.4% | RUN higher |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-03 | 1.38 | 1.70 | |
| 1-year return as of 2026-10-08 close | -8.7% | -60.9% | ENPH higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.