CAE INC. vs Sunrun Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
CAE trains pilots and builds simulators, a debt-free business earning 8.34% on equity and generating positive free cash of 4.88%. Sunrun leases home solar and shows a 17.88% net margin on paper, but the financing model drains cash, so free cash flow runs at negative 8.35% and debt sits at 3.5 times equity. The market pays 2.22 times book for CAE and just 0.87 for Sunrun, well below its asset value, a clear vote of skepticism. CAE's balance sheet is clean where Sunrun's is stretched by the cost of funding customer systems. CAE at $8.1B is more than double Sunrun at $3.7B.
Comparison updated 2026-07-11.
| Metric | CAE | RUN |
|---|---|---|
| Price | $25.64 | $12.47 |
| Market cap | $8.2B | $3.4B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Growth | Growth |
| Implied growth (priced in) | +13.5% | — |
| P/E | — | 5.8 |
| P/B | 2.24 | 0.80 |
| P/S | 2.36 | 1.07 |
| EV/EBITDA | 9.5 | 25.4 |
| 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 | 4.9% | -9.0% |
| Debt / equity | 0.00 | 3.50 |
| Current ratio | 0.80 | 1.45 |
| Altman Z (solvency) | 1.91 | 0.05 |
| 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.