NOVANTA INC. vs Sunrun Inc.. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where NOVT and RUN diverge most: on fcf yield, NOVT reads 2.1% and RUN reads -10.9%; on altman z (solvency), NOVT reads 7.23 and RUN reads 0.04. 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 | $141.48 | $7.65 |
| Market cap | $5.4B | $1.8B |
| Sector | Electrical Equipment | Engineering & Construction |
| Stage | Mature | Growth |
| P/E | 90.1 | 5.2 |
| P/B | 3.31 | 0.42 |
| P/S | 5.20 | 0.53 |
| EV/EBITDA | 31.6 | 19.9 |
| Revenue growth | +7.7% | +63.6% |
| Gross margin | 45.5% | — |
| Operating margin | 6.8% | 4.0% |
| Net margin | 6.0% | 11.6% |
| Return on equity | 3.8% | 9.2% |
| Return on assets | 2.9% | 1.7% |
| Return on invested capital | 3.9% | 0.4% |
| FCF yield | 2.1% | -10.9% |
| Debt / equity | 0.14 | 3.45 |
| Current ratio | 4.57 | 1.42 |
| Altman Z (solvency) | 7.23 | 0.04 |
| Piotroski F (quality) | 6 / 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.