ON Holding AG vs Sunrun Inc — how do they compare? ON Holding AG trades at $36.73 (market cap $12.41B), while Sunrun Inc trades at $10.96 (market cap $2.73B). The key difference: ON Holding AG is far larger — about 4.5× Sunrun Inc's market cap. Which is the better fit depends on your goals.
| ONON | RUN | |
|---|---|---|
Market Cap | $12.41B | $2.73B |
Sector | Technology | Technology |
52-Week High | $51.75 | $21.41 |
52-Week Low | $31.88 | $9.07 |
Enterprise Value | $11.73B | $16.92B |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $37.65, up 1.21% today, with a bullish technical trend and strong support at $37. The company shows robust fundamentals with Q1 2026 EPS of $0.47 beating expectations, revenue of $3.01B in 2025, and a net income margin of 8.02%. Analyst sentiment is highly positive, with 76.92% recommending Buy and a consensus price target of $47.33, indicating significant upside potential from current levels.
Outlook remains favorable driven by earnings beats and margin expansion, but risks include high valuation multiples like a P/E of 40.62 and competitive pressures in the athletic apparel sector. The stock's growth trajectory hinges on sustaining innovation and market share gains amid economic uncertainties.
Sunrun (RUN) trades at $11.44, down 3.46% today, with a bearish technical outlook despite strong recent earnings beats. The company shows solid fundamentals with a 17.88% net income margin and attractive valuation ratios (P/E 5.37, P/B 0.82). Recent developments include a major virtual power plant partnership with Tesla and Renew Home, expanding grid capacity to 425 megawatts.
While analyst consensus remains bullish with a $15.91 price target, negative cash flows and high debt-to-asset ratio (70.76%) present significant risks. The stock offers value potential if execution improves, but investors face volatility from operational challenges and market sentiment shifts.
Trailing returns across standard periods
ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →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 →