FTAI Aviation Ltd vs Sunrun Inc — how do they compare? FTAI Aviation Ltd trades at $206.28 (market cap $21.93B), while Sunrun Inc trades at $12.22 (market cap $3.05B). The key difference: FTAI Aviation Ltd is far larger — about 7.2× Sunrun Inc's market cap, and FTAI Aviation Ltd pays a 0.7% dividend while Sunrun Inc pays none. Which is the better fit depends on your goals.
| FTAI | RUN | |
|---|---|---|
Market Cap | $21.93B | $3.05B |
Sector | Industrials | Technology |
52-Week High | $310.04 | $21.41 |
52-Week Low | $109.92 | $9.07 |
Enterprise Value | $24.97B | $17.24B |
Dividend Yield | 0.7% | — |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $205.71, down 0.25% with a bearish technical outlook despite unanimous analyst buy ratings. The company reported strong revenue growth to $2.51 billion in 2025 with 19% net margins, though recent quarters show earnings misses. Positive developments include a strategic Boeing 737-800 freighter collaboration and expansion into data center power solutions, while negative operating cash flow raises execution concerns.
The stock presents growth potential from aerospace servicing and new power segment opportunities, but faces risks from consistent earnings misses and high valuations (P/E 42.6). Institutional sentiment remains strongly positive with 100% buy ratings, though technical indicators suggest near-term pressure with support at $195.
Sunrun (RUN) trades at $12.13, down 5.09% over 24 hours, with a bearish technical signal from moving averages. The company shows strong profitability with a 17.88% net income margin and has beaten earnings estimates for three consecutive quarters. Recent news highlights a major partnership with Tesla and Renew Home to create a 16-gigawatt virtual power plant, positioning the company to capitalize on AI data center power demand.
The outlook is mixed; analyst consensus is bullish with a $16.27 price target, but negative operating cash flow and high debt-to-asset ratio of 70.76% pose risks. Upside depends on successful execution of new initiatives and improved cash generation, while volatility may persist amid market sentiment shifts.
Trailing returns across standard periods
Latest headlines on both assets
FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →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 →