CAE INC. vs Sunrun Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CAE and RUN diverge most: on operating margin, CAE reads 15.5% and RUN reads -6.0%; on return on invested capital, CAE reads 11.8% and RUN reads -0.2%. The rest of the comparable metrics sit closer together. What CAE'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 | CAE | RUN |
|---|---|---|
| Price | $25.81 | $9.80 |
| Market cap | $8.2B | $2.7B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Growth | Growth |
| Implied growth (priced in) | +10.2% | — |
| P/E | — | 4.6 |
| P/B | 2.25 | 0.63 |
| P/S | 2.38 | 0.84 |
| EV/EBITDA | 9.5 | 24.3 |
| Revenue growth | +12.2% | +52.6% |
| Gross margin | 27.6% | — |
| Operating margin | 15.5% | -6.0% |
| Net margin | 8.8% | 17.9% |
| Return on equity | 8.3% | 13.4% |
| Return on assets | 3.7% | 2.5% |
| Return on invested capital | 11.8% | -0.2% |
| FCF yield | 4.8% | -11.5% |
| Debt / equity | 0.00 | 3.50 |
| Current ratio | 0.80 | 1.45 |
| Altman Z (solvency) | 1.92 | 0.03 |
| Piotroski F (quality) | 6 / 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.