NextEra Energy, Inc. vs Sunrun Inc — how do they compare? NextEra Energy, Inc. trades at $82.82 (market cap $174.87B), while Sunrun Inc trades at $8.84 (market cap $2.22B). The key difference: NextEra Energy, Inc. is far larger — about 78.8× Sunrun Inc's market cap, and NextEra Energy, Inc. pays a 2.97% dividend while Sunrun Inc pays none. Which is the better fit depends on your goals.
| NEE | RUN | |
|---|---|---|
Market Cap | $174.87B | $2.22B |
Sector | Utilities | Technology |
52-Week High | $97.88 | $21.41 |
52-Week Low | $69.83 | $8.37 |
Enterprise Value | $282.20B | $16.74B |
Dividend Yield | 2.97% | — |
Signals from Pluang's Aura AI — not financial advice
NextEra Energy (NEE) trades at $83.83, up 0.48% with a bearish technical signal despite strong analyst support. The company shows solid fundamentals with Q1 and Q2 2026 earnings beats, a 32.4% net income margin, and recent positive developments including a $1.9 billion DOE loan for nuclear plant restart. Cash flow improved to $1.6B net in 2025, though debt-to-asset ratio rose to 47.6%.
Outlook remains positive with 66.7% analyst buy ratings and a $100.20 consensus price target offering 19.5% upside. Key risks include rising leverage, competitive pressures, and execution of growth projects. The stock presents a growth opportunity in renewable energy with institutional backing, balanced by macroeconomic and regulatory uncertainties.
Sunrun (RUN) trades at $9.22, up 3.71% today, but faces a bearish technical trend with resistance at $10. The company shows mixed fundamentals: it beat Q2 2026 EPS estimates ($0.42 actual vs. $0.23 expected) but cut full-year guidance, contributing to a 46% stock decline. Revenue is projected to grow to $3.5B in 2026, yet net income margin may drop to 11.59%. Recent news highlights a partnership with Voltus for AI hyperscaler energy capacity, offering a potential growth catalyst amid operational challenges.
The outlook is cautious; RUN appears undervalued with a P/E of 6.27 and P/B of 0.64, but risks include weak cash flow from operations (-$421M in 2025) and high debt. Analyst consensus is bullish (62% buy ratings) with a $14.70 price target, implying 59% upside, though execution on subscriber growth and margin recovery is critical for realizing gains.
Trailing returns across standard periods
Latest headlines on both assets
NextEra Energy's regulated utility, Florida Power & Light, distributes power to more than 5 million customers in Florida. FP&L contributes more than 60% of the group's operating earnings. The renewable energy segment generates and sells power throughout the United States and Canada. Consolidated generation capacity totals more than 50 gigawatts and includes natural gas, nuclear, wind, and solar assets.
Read more on NEE →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 →