Sunrun Inc vs Shopify Inc. — how do they compare? Sunrun Inc trades at $10.06 (market cap $2.38B), while Shopify Inc. trades at $152 (market cap $199.66B). The key difference: Shopify Inc. is far larger — about 83.9× Sunrun Inc's market cap, and Shopify Inc. is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals.
| RUN | SHOP | |
|---|---|---|
Market Cap | $2.38B | $199.66B |
Sector | Technology | Technology |
52-Week High | $21.41 | $179.01 |
52-Week Low | $9.38 | $95.40 |
Enterprise Value | $16.90B | $194.89B |
Signals from Pluang's Aura AI — not financial advice
Sunrun (RUN) trades at $10.20, up 8.74% in 24 hours, with a bearish technical signal and mixed sentiment. The company reported Q2 2026 EPS of $0.42, beating estimates, but shares fell due to guidance cuts. Valuation ratios appear attractive with a P/E of 6.71 and P/S of 0.77, while net income margin stands at 11.59%.
Outlook is cautious; analyst consensus is bullish with a $14.38 price target, but risks include negative operating cash flow, high debt, and competitive pressures. Near-term performance hinges on execution amid sector volatility and macroeconomic headwinds.
Shopify (SHOP) trades at $151.57, up 2.8% today, following strong Q2 2026 results that beat earnings and revenue expectations. The stock shows bullish technical momentum with positive moving averages and is trading near key resistance at $154. Fundamentally, revenue growth remains robust at 30%+ with expanding margins, though valuation multiples remain elevated with a P/E of 102.4. Recent news highlights AI-driven commerce growth and strong merchant adoption.
The outlook remains positive with analyst consensus favoring Buy ratings (66%) and a $166 price target. Key opportunities include sustained e-commerce growth and AI integration, while risks include premium valuation sensitivity and competitive pressures. The company's improving cash flow generation and profitability trends support continued upward momentum.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →