RUN vs TEL
Sunrun Inc. vs TE Connectivity — AI-powered side-by-side comparison
VS
TEL
TE Connectivity
67
Buy
| Metric | RUN | TEL |
|---|
| AI Score |
62
|
67
|
| Price |
$10.02
|
$218.62
|
| P/E Ratio |
5.87×
|
21.25×
|
| ROE |
14.4%
|
14.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.5%
|
35.4%
|
| Debt / Equity |
4.36×
|
0.43×
|
| Dividend Yield |
0.0%
|
1.3%
|
| RSI (14) |
45.1
|
58.9
|
| Beta |
2.353
|
1.162
|
| Expected Upside |
—
|
+4.3%
|
AI Committee View
Current Innellis committee reasoning for RUN versus TEL.
TEL leads by 5 points.
TEL scores 67/100 (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
TEL Committee View
60% agreement
5 analysts
Positive signals support the current rating — eps growing 111.1% yoy. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 23.2% shows genuine earnings power backing the valuation — Value
- EPS growing 111.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 5.1x prices in significant intangible value — Value