RUN vs SLAB
Sunrun Inc. vs Silicon Labs — AI-powered side-by-side comparison
| Metric | RUN | SLAB |
|---|
| AI Score |
62
|
68
|
| Price |
$10.02
|
$218.88
|
| P/E Ratio |
5.87×
|
-185.31×
|
| ROE |
14.4%
|
-5.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.5%
|
60.6%
|
| Debt / Equity |
4.36×
|
0.00×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
45.1
|
57.5
|
| Beta |
2.353
|
1.361
|
| Expected Upside |
—
|
+1.1%
|
AI Committee View
Current Innellis committee reasoning for RUN versus SLAB.
SLAB leads by 6 points.
SLAB scores 68/100 (Buy) versus RUN at 62/100 (Buy).
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
SLAB Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.67 across 3 articles, 14d). The main limiting factor is price-to-book of 4.2x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 25.1% YoY -- genuine top-line momentum — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Price-to-book of 4.2x prices in significant intangible value — Value
- ROE of only -4.7% -- cheap may mean cheap for a reason — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth