Kinetik vs Sunrun

This page compares Kinetik and Sunrun, examining each company's business model, financial performance, and market context. The content is designed to be clear and neutral, enabling readers to compare how the two organisations operate within their sectors. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

KNTK

Metric

RUN

$6.25B

Market Cap

$3.90B

17.73%

Potential Profit

25.93%

Buy

Analyst Rating

Buy

Investment Analysis

Kinetik

KNTK

Pros

Kinetik reported strong financial results in Q3 2025 with net income of $109.2 million for the nine months and adjusted EBITDA guidance revised upwards to $965 million-$1.005 billion for 2025.
The company achieved full commercial in-service of its Kings Landing Complex in late September 2025, marking a key operational milestone.
Kinetik’s revenue is growing rapidly, with an expected increase of over 30% from 2024 to 2025 and EPS projected to rise by nearly 30% in 2025 and over 79% in 2026.

Considerations

The stock has experienced recent downward price pressure, setting a new 52-week low and showing bearish technical sentiment with a forecasted decline of around 16% by November 2025.
Kinetik’s business remains exposed to commodity price volatility and a challenging market environment for energy infrastructure.
Despite revenue growth, Kinetik reported a negative return on equity of 6.16% and has a relatively high beta of 3.07, indicating elevated risk and stock price volatility.

Sunrun

RUN

Pros

Sunrun is a leading US residential solar energy company with strong market share and growing demand for clean energy solutions.
The company benefits from long-term contracts and predictable cash flows through leasing and power purchase agreements with customers.
Sunrun is well positioned to capitalise on favourable regulatory trends supporting renewable energy adoption and decarbonisation goals.

Considerations

Sunrun’s profitability is pressured by competition and rising costs in the solar installation market, impacting margins.
The company faces execution risks related to scaling operations efficiently across diverse regional markets and managing supply chain challenges.
Sunrun’s growth and stock performance are sensitive to regulatory changes and potential reductions in government incentives for solar energy.

About The Companies

Kinetik (KNTK)

Kinetik Holdings Inc. is an integrated midstream energy company that plays a crucial role in connecting the resource-rich Permian Basin to the US Gulf Coast. The company provides a range of services for businesses producing natural gas, natural gas liquids, crude oil, and water. These services include gathering, transportation, compression, processing, and treating. Kinetik operates through two main segments: Midstream Logistics, which handles the collection and processing of resources via its extensive pipeline network, and Pipeline Transportation, which involves its equity stakes in major pipelines. As with any investment, it's important to remember that the value of shares can go down as well as up, and past performance is not a reliable indicator of future results. This information is for educational purposes and is not a recommendation to invest.

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.

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Comparison Snapshot