Expensify Inc vs Sunrun Inc — how do they compare? Expensify Inc trades at $2.3 (market cap $206.99M), while Sunrun Inc trades at $7.66 (market cap $1.83B). The key difference: Sunrun Inc is far larger — about 8.8× Expensify Inc's market cap, and Expensify Inc is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Expensify Inc for 41 Days and Sunrun Inc for 16 Days on average.
| EXFY | RUN | |
|---|---|---|
Market Cap | $206.99M | $1.83B |
Volume | 256,089 | 13,379,830 |
Sector | Technology | Energy |
52-Week High | $2.72 | $21.41 |
52-Week Low | $0.75 | $7.59 |
Typical Hold Time | 41 Days | 16 Days |
Enterprise Value | $146.61M | $16.35B |
Signals from Pluang's Aura AI — not financial advice
Expensify (EXFY) trades at $2.27, up 1.79% on the day, with a neutral technical signal and bullish moving averages. The company reported Q2 2026 earnings of $0.04 per share, beating estimates, and raised free cash flow guidance. Revenue trends show stabilization around $140M annually, though net income remains negative. Recent news highlights AI-native ERP integrations and European card expansion, signaling growth initiatives.
The outlook is mixed: analyst consensus is bullish with a $13.75 price target, but high P/E of 258.82 and persistent losses pose valuation risks. Investment opportunity lies in execution of AI-driven products and cash flow improvement, while key risks include competitive pressure and failure to achieve sustained profitability.
Sunrun (RUN) trades at $7.61, down 2.06% amid broader solar sector weakness. The stock shows bearish technical signals with oversold RSI levels, while fundamentals reveal strong earnings beats but negative operating cash flow. Recent partnerships with Tesla and Voltus highlight growth potential in distributed energy, though high borrowing costs pressure project financing.
Wall Street maintains a bullish consensus with a $16.56 price target (62% buy ratings), but risks include persistent cash burn, interest expense burden, and solar industry headwinds. The stock trades at discounted valuations (P/E 5.18, P/B 0.53) but requires improved profitability to justify analyst optimism.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Expensify Inc is a cloud-based expense management software platform that helps the smallest to the largest businesses simplify the way they manage money. More than 10 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one app.
Read more on EXFY →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 →