Sunrun Inc vs Upstart Holdings Inc — how do they compare? Sunrun Inc trades at $7.62 (market cap $1.83B), while Upstart Holdings Inc trades at $24.32 (market cap $2.34B). The key difference: Upstart Holdings Inc is the larger of the two by market cap, and Sunrun Inc is more actively traded (13,379,830 versus 3,171,869). Which is the better fit depends on your goals — on Pluang, investors hold Sunrun Inc for 16 Days and Upstart Holdings Inc for 39 Days on average.
| RUN | UPST | |
|---|---|---|
Market Cap | $1.83B | $2.34B |
Volume | 13,379,830 | 3,171,869 |
Sector | Energy | Financials |
52-Week High | $21.41 | $52.74 |
52-Week Low | $7.59 | $22.81 |
Typical Hold Time | 16 Days | 39 Days |
Enterprise Value | $16.35B | $3.87B |
Signals from Pluang's Aura AI — not financial advice
Sunrun (RUN) trades at $7.61, down 2.06% amid broader solar sector weakness. The stock shows bearish technical signals with oversold RSI levels, while fundamentals reveal strong earnings beats but negative operating cash flow. Recent partnerships with Tesla and Voltus highlight growth potential in distributed energy, though high borrowing costs pressure project financing.
Wall Street maintains a bullish consensus with a $16.56 price target (62% buy ratings), but risks include persistent cash burn, interest expense burden, and solar industry headwinds. The stock trades at discounted valuations (P/E 5.18, P/B 0.53) but requires improved profitability to justify analyst optimism.
Upstart Holdings trades at $24.19, up 1.38% today, but remains in a bearish technical trend with recent earnings misses and volatile cash flows. The company reported revenue of $1.02B in 2025 with a net income of $53.60M, marking a return to profitability after prior losses. Analyst sentiment is mixed with a consensus price target of $39.50, though recent news highlights credit market risks and partnership expansions into HELOC and auto lending.
The outlook hinges on execution in a challenging lending environment; upside exists if AI-driven originations accelerate, but high debt levels and earnings volatility pose significant risks. Investor sentiment is cautious amid sector-wide pressure on fintech stocks.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →