Sunrun Inc vs Tractor Supply Co — how do they compare? Sunrun Inc trades at $11.45 (market cap $2.73B), while Tractor Supply Co trades at $30.37 (market cap $15.89B). The key difference: Tractor Supply Co is far larger — about 5.8× Sunrun Inc's market cap, and Tractor Supply Co pays a 3.17% dividend while Sunrun Inc pays none. Which is the better fit depends on your goals.
| RUN | TSCO | |
|---|---|---|
Market Cap | $2.73B | $15.89B |
Sector | Technology | Consumer Cyclical |
52-Week High | $21.41 | $62.65 |
52-Week Low | $9.07 | $29.14 |
Enterprise Value | $16.92B | $22.08B |
Dividend Yield | — | 3.17% |
Signals from Pluang's Aura AI — not financial advice
Sunrun (RUN) trades at $11.44, down 3.46% today, with a bearish technical outlook. The stock shows strong profitability with a 17.88% net income margin and trades at a low P/E of 5.56. Recent news highlights a major partnership with Tesla and Renew Home for a 16-gigawatt virtual power plant, boosting growth prospects. Earnings have consistently beaten estimates, with Q1 2026 EPS of $0.62 versus -$0.05 expected.
The outlook is mixed: analyst consensus is bullish with a $16.27 price target, but cash flow concerns and high debt-to-asset ratio of 70.76% pose risks. The partnership with Tesla offers significant upside in the AI-driven energy demand sector, yet execution and financing challenges remain key hurdles for sustained growth.
No Aura AI signal available yet.
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 →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →