ENERSYS vs Sunrun Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ENS and RUN diverge most: on operating margin, ENS reads 12.5% and RUN reads -6.0%; on return on invested capital, ENS reads 11.0% and RUN reads -0.2%. The rest of the comparable metrics sit closer together. What ENS'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 | ENS | RUN |
|---|---|---|
| Price | $185.98 | $9.80 |
| Market cap | $6.8B | $2.7B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +11.4% | — |
| P/E | 24.1 | 4.6 |
| P/B | 3.56 | 0.63 |
| P/S | 1.81 | 0.84 |
| EV/EBITDA | 15.7 | 24.3 |
| Revenue growth | +3.8% | +52.6% |
| Gross margin | 29.4% | — |
| Operating margin | 12.5% | -6.0% |
| Net margin | 7.8% | 17.9% |
| Return on equity | 15.4% | 13.4% |
| Return on assets | 7.3% | 2.5% |
| Return on invested capital | 11.0% | -0.2% |
| FCF yield | 6.9% | -11.5% |
| Dividend yield | 0.6% | — |
| Debt / equity | 0.58 | 3.50 |
| Current ratio | 2.66 | 1.45 |
| Altman Z (solvency) | 4.35 | 0.03 |
| Piotroski F (quality) | 7 / 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.