Sunrun Inc vs Zscaler Inc — how do they compare? Sunrun Inc trades at $10.26 (market cap $2.42B), while Zscaler Inc trades at $175.8 (market cap $28.87B). The key difference: Zscaler Inc is far larger — about 11.9× Sunrun Inc's market cap, and Zscaler Inc is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals.
| RUN | ZS | |
|---|---|---|
Market Cap | $2.42B | $28.87B |
Sector | Technology | Technology |
52-Week High | $21.41 | $336.27 |
52-Week Low | $9.38 | $118.05 |
Enterprise Value | $16.93B | $27.20B |
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Zscaler (ZS) trades at $176.68, up 4.74% with strong technical momentum and bullish analyst sentiment. The stock shows consistent revenue growth from $1.1B in 2022 to $2.67B in 2025, though profitability remains negative with a -2.44% net margin. Recent earnings beats and leadership in Gartner's Magic Quadrant for security platforms support positive momentum, while elevated valuation ratios (P/S 8.94, EV/EBITDA 188.83) reflect growth expectations.
Outlook remains cautiously optimistic with 79% analyst buy ratings and $191.81 consensus target, but risks include persistent unprofitability, high spending, and competitive pressures. The upcoming Q2 2026 earnings report on September 3 will be critical for validating growth trajectory amid concerns about execution and valuation sustainability.
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 →Zscaler is a security-as-a-service firm that offers its customers cloud-delivered solutions for protecting user devices and data. The firm leverages its position in 150 colocation data centers to deliver traditionally appliance-based security functionality, such as firewalls and sandboxes, as a completely cloud-native platform. The firm focuses on large enterprise customers and offers two primary product suites: Zscaler Internet Access, which securely connects users to externally managed application and websites (such as Salesforce and Google), and Zscaler Private Access, which securely connects users to internally managed applications. Both product suites encompass a broad gamut of capabilities situated across the traditional security stack.
Read more on ZS →