ADI vs RUN
Analog Devices vs Sunrun Inc. — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
| Metric | ADI | RUN |
|---|
| AI Score |
68
|
62
|
| Price |
$385.26
|
$10.02
|
| P/E Ratio |
57.00×
|
5.87×
|
| ROE |
6.7%
|
14.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
34.5%
|
| Debt / Equity |
0.26×
|
4.36×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
56.9
|
45.1
|
| Beta |
1.212
|
2.353
|
| Expected Upside |
+16.0%
|
—
|
AI Committee View
Current Innellis committee reasoning for ADI versus RUN.
ADI leads by 6 points.
ADI scores 68/100 (Buy) versus RUN at 62/100 (Buy).
ADI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 56.8 is expensive by classic value standards — Value
RUN Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 63.2% yoy -- genuine top-line momentum. Risk Analyst remains cautious — high leverage (debt-to-equity 4.71) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 5.9 is inexpensive for the broad market — Value
- Price-to-book of 1.4x is a discount to asset value — Value
- Revenue growing 63.2% YoY -- genuine top-line momentum — Growth
Bear Case
- Debt-to-equity of 4.71 adds balance-sheet risk to the value case — Value
- Price structure making lower highs and lower lows — Technical
- Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical