NOV vs Sunrun

This page compares NOV Inc. and Sunrun Inc., examining their business models, financial performance, and market context to help readers understand how each company operates within the energy sector. The content remains neutral and accessible, presenting factual information without speculation or recommendations. Educational content, not financial advice.

This page compares NOV Inc. and Sunrun Inc., examining their business models, financial performance, and market context to help readers understand how each company operates within the energy sector. T...

About The Companies

NOV (NOV)

NOV Inc. (ticker: NOV) is a manufacturer and service provider to the oil and gas industry, specialising in drilling equipment, rig systems and aftermarket services. With a market capitalisation of about $4.85 billion, NOV serves exploration and production companies, drilling contractors and national oil companies around the world. Its revenues are driven by equipment sales (rig components, well-construction tools) and recurring aftermarket services, where parts, maintenance and upgrades can provide steadier cash flow. The business is cyclical and closely linked to oil and gas activity and commodity prices, so earnings and order books can vary significantly over time. NOV has invested in drilling automation and efficiency technologies but faces industry-specific risks including project delays, commodity price swings, and regulatory and environmental pressures as energy markets evolve. This summary is educational, not investment advice; investors should assess how NOV fits their goals, risk tolerance and time horizon, and consider seeking regulated financial advice.

Sunrun (RUN)

Sunrun Inc (RUN) is a US residential solar and energy storage company that installs rooftop solar systems, offers batteries and provides energy services through leases, power purchase agreements and ownership sales. With a market capitalisation of about $4.72 billion, Sunrun aims to grow by increasing installations, expanding battery uptake and leveraging policy incentives for clean energy. Investors should note the business is capital-intensive and sensitive to interest rates, credit availability and regulatory changes. Integration of storage can boost recurring revenue but also raises installation costs and operational complexity. The company’s past acquisitions have increased scale but added integration risks. Performance can be volatile and past trends do not guarantee future returns; this is educational information, not personalised advice. Suitability depends on individual risk tolerance, investment horizon and portfolio diversification. Values can rise and fall and returns are not guaranteed — consider consulting a financial adviser before making investment decisions.

Comparison Snapshot

Key Financial Metrics

NOV

Metric

RUN

$5.98B

Market Cap

$4.16B

0.99%

Potential Profit

24.91%

Hold

Analyst Rating

Buy

Which Baskets Do They Appear In?

Beyond The Barrel: The Production Playbook

Exxon Mobil's recent earnings showed that boosting production can overcome low oil prices, highlighting a key strategy for success. This creates an investment opportunity in the companies providing the essential equipment and services that make increased oil and gas output possible.

Published: August 1, 2025

Explore Basket

Powering Production: The Oil Services Surge

Exxon Mobil's recent earnings beat, driven by higher production volumes in a low-price environment, highlights a key industry strategy. This creates an investment opportunity in companies that provide essential equipment and services for oil and gas exploration and production.

Published: August 1, 2025

Explore Basket

Which Baskets Do They Appear In?

Beyond The Barrel: The Production Playbook

Exxon Mobil's recent earnings showed that boosting production can overcome low oil prices, highlighting a key strategy for success. This creates an investment opportunity in the companies providing the essential equipment and services that make increased oil and gas output possible.

Published: August 1, 2025

Explore Basket

Powering Production: The Oil Services Surge

Exxon Mobil's recent earnings beat, driven by higher production volumes in a low-price environment, highlights a key industry strategy. This creates an investment opportunity in companies that provide essential equipment and services for oil and gas exploration and production.

Published: August 1, 2025

Explore Basket

Investment Analysis

NOV

Pros

NOV Inc. showed sequential revenue growth of 4% in Q2 2025, supported by gains in composite solutions and digital automation platforms.
The company maintains strong liquidity with a current ratio of 2.58 and operates with a moderate debt level, indicating financial stability.
Management's aggressive share buybacks and a 17-year consecutive dividend payment record signal shareholder-friendly capital allocation.

Considerations

Net income sharply declined 52% year-over-year in Q2 2025, highlighting profitability challenges and weaker ongoing operations without one-time gains.
Guidance uncertainties and offshore market project delays coupled with tariff expenses create execution and macroeconomic risks.
The 2025 earnings consensus is down 37.5% year-over-year, with analysts revising estimates downward, reflecting concerns over earnings growth sustainability.

Sunrun

RUN

Pros

Sunrun Inc. has a market capitalization around $4.7 billion, reflecting a significant scale in the residential solar and energy storage market.
The stock trades at a low or negative price-to-earnings ratio, indicating potentially undervalued status relative to peers and growth stage dynamics.
Year-high stock price near $22.44 in 2025 suggests recent market optimism and trading range upside potential.

Considerations

Sunrun currently has a negative trailing twelve months PE ratio, reflecting ongoing net losses and lack of profitability that may concern some investors.
The company operates in the highly competitive solar market with pressure from larger peers and technological innovation demands.
Volatility in solar industry regulations and dependence on subsidies and incentives expose Sunrun to regulatory and policy risk.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Beyond The Barrel: The Production Playbook

Powering Production: The Oil Services Surge

Which Baskets Do They Appear In?

Beyond The Barrel: The Production Playbook

Powering Production: The Oil Services Surge

Investment Analysis

NOV

Pros

Considerations

Sunrun

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

About The Companies

Comparison Snapshot

NOV vs Sunrun

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Beyond The Barrel: The Production Playbook

Powering Production: The Oil Services Surge

Which Baskets Do They Appear In?

Beyond The Barrel: The Production Playbook

Powering Production: The Oil Services Surge

Investment Analysis

NOV

Pros

Considerations

Sunrun

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

What does it mean when a company reports sequential revenue growth, and how is this reflected for NOV Inc. in Q2 2025?

How should you interpret liquidity measures like the current ratio for both NOV Inc. and Sunrun?

What is the significance of dividend history in evaluating NOV Inc.'s potential as a shareholder-friendly investment?

How can a rising or falling earnings consensus affect a stock’s attractiveness, using NOV Inc. as an example?

What does a negative trailing twelve months PE ratio imply, and how does this apply to Sunrun?

Why is market competition a reason to scrutinise both NOV Inc. and Sunrun, but in different ways?

How do regulatory and macroeconomic factors impact the two stocks differently?

What does the stock price range indicate about market sentiment for Sunrun in 2025?

How should a beginner compare these two stocks using the elements in this page?

What should a reader keep in mind about this page’s statements and lack of recommendations?

About The Companies

Comparison Snapshot