Canadian Natural Resources Ltd. vs Sunrun Inc — how do they compare? Canadian Natural Resources Ltd. trades at $42.74 (market cap $88.15B), while Sunrun Inc trades at $12.87 (market cap $3.05B). The key difference: Canadian Natural Resources Ltd. is far larger — about 28.9× Sunrun Inc's market cap, and Canadian Natural Resources Ltd. pays a 4.13% dividend while Sunrun Inc pays none. Which is the better fit depends on your goals.
| CNQ | RUN | |
|---|---|---|
Market Cap | $88.15B | $3.05B |
Sector | Energy | Technology |
52-Week High | $50.55 | $21.41 |
52-Week Low | $29.31 | $9.07 |
Enterprise Value | $99.38B | $17.24B |
Dividend Yield | 4.13% | — |
Signals from Pluang's Aura AI — not financial advice
CNQ trades at $43.05, up 2.97% today, with a bullish technical signal supported by moving averages and ADX. The stock shows strong fundamentals with a P/E of 11.8, net income margin of 24.5%, and consistent earnings beats in recent quarters. Recent news highlights its robust asset base and operational efficiency amid volatile oil markets. Cash flow remains positive, with 2025 net cash flow at $542 million.
Outlook is positive with analyst consensus strongly favoring Buy (75%), driven by valuation appeal and shareholder returns via dividends and buybacks. Key risks include oil price volatility and rising debt-to-asset ratio, which increased to 22.04% in 2024. The stock's proximity to its 52-week high suggests cautious optimism, but fundamentals support long-term growth potential.
Sunrun (RUN) trades at $12.41, down 0.48% on the day, with technical indicators showing a bearish trend despite recent earnings beats. The company reported strong profitability with a 17.88% net income margin and ROE of 19.06%, while valuation metrics like P/E of 6 and P/B of 0.91 suggest potential undervaluation. Recent news highlights a major partnership with Tesla and Renew Home for a 16-gigawatt virtual power plant, driving investor interest in grid-support initiatives tied to AI data center demand.
The stock presents a mixed outlook: analyst consensus is strongly bullish with a $17.09 price target (62% buy ratings), but negative operating cash flow and high debt-to-asset ratio of 70.76% pose risks. Growth catalysts include expanding revenue and margin trends, though execution on new ventures and macroeconomic pressures remain key watchpoints for investors.
Trailing returns across standard periods
Latest headlines on both assets
Canadian Natural Resources is one of the largest oil and natural gas producers in western Canada, supplemented by operations in the North Sea and Offshore Africa. The company's portfolio includes light and medium oil, heavy oil, bitumen, synthetic oil, natural gas liquids, and natural gas. Production averaged 1.16 million barrels of oil equivalent per day in 2020, and the company estimates that it holds over 11.5 billion boe of proven and probable crude oil and natural gas reserves.
Read more on CNQ →Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →