Atkore Inc. vs Sunrun Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ATKR and RUN diverge most: on revenue growth, ATKR reads -3.0% and RUN reads +52.6%; on operating margin, ATKR reads 1.4% and RUN reads -6.0%. The rest of the comparable metrics sit closer together. What ATKR's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ATKR | RUN |
|---|---|---|
| Price | $72.95 | $9.80 |
| Market cap | $2.5B | $2.7B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +0.9% | — |
| P/E | — | 4.6 |
| P/B | 1.93 | 0.63 |
| P/S | 0.86 | 0.84 |
| EV/EBITDA | 16.2 | 24.3 |
| 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 | 5.8% | -11.5% |
| Debt / equity | 0.60 | 3.50 |
| Current ratio | 2.64 | 1.45 |
| Altman Z (solvency) | 2.79 | 0.03 |
| Piotroski F (quality) | 4 / 9 | 5 / 9 |
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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.