ENERSYS vs Sunrun Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
EnerSys makes industrial stored-energy systems, earns 15.38% on equity at a 7.83% net margin, and converts 5.62% of its price into free cash flow with modest debt, 0.58 to equity. Sunrun leases residential solar and reports a 17.88% net margin, but the lease-financing model burns cash, so free cash flow runs at negative 8.35% and debt reaches 3.5 times equity. The market pays 4.36 times book for EnerSys and just 0.87 for Sunrun, below its asset base. EnerSys earns real cash on a clean balance sheet, Sunrun earns accounting profits on a stretched one. EnerSys at $8.3B is more than double Sunrun at $3.7B.
Comparison updated 2026-07-11.
| Metric | ENS | RUN |
|---|---|---|
| Price | $205.64 | $12.47 |
| Market cap | $7.7B | $3.4B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +20.0% | — |
| P/E | 26.7 | 5.8 |
| P/B | 4.06 | 0.80 |
| P/S | 2.06 | 1.07 |
| EV/EBITDA | 17.7 | 25.4 |
| 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 | 6.0% | -9.0% |
| Dividend yield | 0.5% | — |
| Debt / equity | 0.58 | 3.50 |
| Current ratio | 2.66 | 1.45 |
| Altman Z (solvency) | 4.62 | 0.05 |
| Piotroski F (quality) | 7 / 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.