Sunrun Inc. designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States. It sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. In addition, the company offers battery storage along with solar energy systems; and sells services to commercial developers through multi-family and new homes. Its primary …
Full RUN analysis →
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 46
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 44
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 39
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 43
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 48
· 15% of the moat score
Scale matters only when it converts into economics.
Sunrun Inc. (RUN) scores 40 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #14 of 28 scored companies in Solar, the top 50%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 27 companies in Solar. Its strongest defense is Scale & Market Position (48/100) and its weakest is Pricing Power (27/100).
How does Sunrun Inc. compare with other Solar companies?
Sunrun Inc. ranks #14 of 28 scored companies in Solar by moat score. The widest moat in Solar is First Solar, Inc. (FSLR) at 89/100. The companies ranked closest are FTC Solar, Inc. (FTCI) at 42 just above it and SUNation Energy, Inc. (SUNE) at 39 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 27 companies in Solar. The defenses are then weighted to produce the overall score out of 100.
Why is Sunrun Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Sunrun Inc.?
The Corporate Default template measures 6 defenses, and RUN scores: Pricing Power (27), Cost Advantage (46), Customer Stickiness (44), Capital Efficiency (39), Resilience (43), Scale & Market Position (48). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
We value your privacy
We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. By clicking 'Accept All', you consent to our use of cookies.
Read our cookie policy
Cookie Preferences
Manage your cookie preferences. Essential cookies are always enabled.