NOVANTA INC vs Sunrun Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where NOVT and RUN diverge most: on operating margin, NOVT reads 10.7% and RUN reads -6.0%; on return on invested capital, NOVT reads 4.6% and RUN reads -0.2%. The rest of the comparable metrics sit closer together. What NOVT's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | NOVT | RUN |
|---|---|---|
| Price | $142.64 | $9.80 |
| Market cap | $5.1B | $2.7B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Growth |
| P/E | 102.6 | 4.6 |
| P/B | 3.87 | 0.63 |
| P/S | 5.05 | 0.84 |
| EV/EBITDA | 32.5 | 24.3 |
| Revenue growth | +5.6% | +52.6% |
| Gross margin | 44.1% | — |
| Operating margin | 10.7% | -6.0% |
| Net margin | 5.3% | 17.9% |
| Return on equity | 4.1% | 13.4% |
| Return on assets | 3.0% | 2.5% |
| Return on invested capital | 4.6% | -0.2% |
| FCF yield | 1.4% | -11.5% |
| Debt / equity | 0.18 | 3.50 |
| Current ratio | 3.56 | 1.45 |
| Altman Z (solvency) | 7.25 | 0.03 |
| Piotroski F (quality) | 8 / 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.