Contrasting TOYO (NASDAQ:TOYO) & Sunrun (NASDAQ:RUN)

Sunrun (NASDAQ:RUN) and TOYO (NASDAQ:TOYO) are both energy companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, earnings, dividends, profitability, risk, valuation and analyst recommendations.

Analyst Recommendations

This is a breakdown of current recommendations for Sunrun and TOYO, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Sunrun	1	10	14	1	2.58
TOYO	0	1	0	0	2.00

Sunrun presently has a consensus price target of $18.60, suggesting a potential downside of 4.09%. Given Sunrun’s stronger consensus rating and higher possible upside, equities research analysts plainly believe Sunrun is more favorable than TOYO.

Risk and Volatility

Sunrun has a beta of 2.41, indicating that its share price is 141% more volatile than the S&P 500. Comparatively, TOYO has a beta of 0.75, indicating that its share price is 25% less volatile than the S&P 500.

Profitability

This table compares Sunrun and TOYO’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Sunrun	-120.59%	14.19%	2.90%
TOYO	N/A	N/A	N/A

Valuation & Earnings

This table compares Sunrun and TOYO”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Sunrun	$2.13 billion	2.10	-$2.85 billion	($11.61)	-1.67
TOYO	$176.96 million	1.49	$40.61 million	N/A	N/A

TOYO has lower revenue, but higher earnings than Sunrun.

Insider & Institutional Ownership

91.7% of Sunrun shares are held by institutional investors. Comparatively, 84.6% of TOYO shares are held by institutional investors. 3.4% of Sunrun shares are held by company insiders. Comparatively, 0.3% of TOYO shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Sunrun beats TOYO on 11 of the 13 factors compared between the two stocks.

About Sunrun

Sunrun Inc. designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States. It also sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. In addition, the company offers battery storage along with solar energy systems; and sells services to commercial developers through multi-family and new homes. Its primary customers are residential homeowners. The company markets and sells its products through direct-to-consumer approach across online, retail, mass media, digital media, canvassing, field marketing, and referral channels, as well as its partner network. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.

About TOYO

TOYO Co. Ltd. engages in the design, manufacture, and sale of solar cells and modules. It is involved in integrating the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and potentially other stages of the solar power supply chain. The company was founded on November 8, 2022 and is headquartered in Tokyo, Japan.