Atkore Inc. vs Sunrun Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Atkore makes electrical conduit and is losing money this cycle after a pricing reset, though it still generates positive free cash, 5.48% of its price. Sunrun leases residential solar systems and posts a 17.88% net margin, but the lease-financing model swallows cash, leaving free cash flow at negative 8.35% and debt at 3.5 times equity. Both trade below or near their asset base, Atkore at 2.06 times book and Sunrun at just 0.87, the market clearly skeptical of each. Atkore's problem looks cyclical, Sunrun's structural, buried in a balance sheet stretched by financing customer installations. Sunrun at $3.7B edges out Atkore at $2.6B in size.
Comparison updated 2026-07-11.
| Metric | ATKR | RUN |
|---|---|---|
| Price | $72.35 | $12.47 |
| Market cap | $2.5B | $3.4B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | -3.2% | — |
| P/E | — | 5.8 |
| P/B | 1.92 | 0.80 |
| P/S | 0.85 | 1.07 |
| EV/EBITDA | 16.1 | 25.4 |
| Revenue growth | -3.0% | +52.6% |
| Gross margin | 18.6% | — |
| Operating margin | 1.4% | -6.0% |
| Net margin | -4.2% | 17.9% |
| Return on equity | -9.4% | 13.4% |
| Return on assets | -4.2% | 2.5% |
| Return on invested capital | 1.4% | -0.2% |
| FCF yield | 5.9% | -9.0% |
| Debt / equity | 0.60 | 3.50 |
| Current ratio | 2.64 | 1.45 |
| Altman Z (solvency) | 2.78 | 0.05 |
| Piotroski F (quality) | 4 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.