Sunrun Inc vs SoFi Technologies Inc — how do they compare? Sunrun Inc trades at $8.79 (market cap $2.12B), while SoFi Technologies Inc trades at $17.33 (market cap $22.38B). The key difference: SoFi Technologies Inc is far larger — about 10.6× Sunrun Inc's market cap. Which is the better fit depends on your goals.
| RUN | SOFI | |
|---|---|---|
Market Cap | $2.12B | $22.38B |
Sector | Technology | Financials |
52-Week High | $21.41 | $32.21 |
52-Week Low | $8.37 | $15.15 |
Enterprise Value | $16.64B | — |
Signals from Pluang's Aura AI — not financial advice
Sunrun (RUN) trades at $9.22, up 3.71% in the last session, with a bearish technical outlook despite recent earnings beats. The stock shows low valuation multiples (P/E of 5.99, P/S of 0.69) and strong analyst support (62% buy ratings), but faces headwinds from negative operating cash flow and high debt. Recent news highlights guidance cuts and solar tariff impacts, while storage growth offers a potential catalyst.
The outlook is mixed: attractive valuations and storage partnerships support upside to the $14.70 consensus target, but profitability pressures and cash flow challenges pose risks. Investors should weigh low multiples against execution risks in a competitive solar market.
SoFi Technologies trades at $18.01, down 1.15% amid mixed signals. The stock shows strong fundamental progress with 40% revenue growth and three consecutive earnings beats, though Q3 2026 expectations of $0.17 EPS present a high bar. Technical indicators are neutral with support at $18 and resistance at $19. Recent partnership with Payward expands banking infrastructure capabilities while rising Treasury yields pressure fintech lenders.
SoFi presents a growth story with expanding profitability and strategic partnerships, though negative operating cash flow and high valuation multiples warrant caution. Analyst consensus targets $20.78 with 37% buy ratings, suggesting moderate upside potential balanced against macroeconomic sensitivity and competitive pressures in the digital banking space.
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 →SoFi is a financial services company that was founded in 2011 and is currently based in San Francisco. Initially known for its student loan refinancing business, the company has expanded its product offerings to include personal loans, credit cards, mortgages, investment accounts, banking services, and financial planning. The company intends to be a one-stop shop for its clients' finances and operates solely through its mobile app and website. Through its acquisition of Galileo in 2020 the company also offers payment and account services for debit cards and digital banking.
Read more on SOFI →