Sunrun Inc vs Sea Limited — how do they compare? Sunrun Inc trades at $8.84 (market cap $2.22B), while Sea Limited trades at $108.29 (market cap $69.41B). The key difference: Sea Limited is far larger — about 31.3× Sunrun Inc's market cap, and Sea Limited is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals.
| RUN | SE | |
|---|---|---|
Market Cap | $2.22B | $69.41B |
Sector | Technology | Media |
52-Week High | $21.41 | $196.50 |
52-Week Low | $8.37 | $78.16 |
Enterprise Value | $16.74B | $64.44B |
Signals from Pluang's Aura AI — not financial advice
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.
SE trades at $113.33, up 1.11% today, with a bullish technical outlook as the price sits above key support at $111. Revenue grew to $22.94B in 2025, with net income reaching $1.58B, and analysts project a consensus price target of $143.67. Recent insider sales by executives have occurred, but the company maintains strong cash flow from operations of $5.02B.
The outlook is positive given robust revenue growth and improving profitability, but risks include competitive pressures in e-commerce and potential volatility from insider selling. Wall Street sentiment remains bullish with 70% buy ratings, supporting upside potential if earnings continue to beat expectations.
Trailing returns across standard periods
Latest headlines on both assets
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →