SunrunEnergy Fuels

Sunrun vs Energy Fuels

Sunrun Inc. and Energy Fuels Inc/Canada are compared on this page to provide a neutral overview of their business models, financial performance, and the market context in which they operate. The page ...

Which Baskets Do They Appear In?

India's U.S. Solar Expansion

India's U.S. Solar Expansion

Indian solar manufacturers are winning big contracts in America, creating exciting investment opportunities. This collection features carefully selected companies across both countries, from panel makers to project developers, all set to benefit from this cross-border solar boom.

Published: July 1, 2025

Explore Basket
Future of Energy

Future of Energy

This collection showcases the innovative companies leading the worldwide transition to renewable energy. These carefully selected stocks represent the best opportunities in solar, wind, hydrogen, and battery technology, as identified by our professional analysts.

Published: June 17, 2025

Explore Basket
Green Energy

Green Energy

Invest in leading companies transforming how we power our world. These carefully selected stocks represent innovators in solar, wind, EVs, and sustainable infrastructure, all working toward a cleaner future.

Published: May 10, 2025

Explore Basket
High Volatility Stocks

High Volatility Stocks

These carefully selected stocks offer higher growth potential alongside greater price swings. Our professional analysts have identified companies with dramatic price movements that could mean bigger opportunities for investors comfortable with risk.

Published: May 7, 2025

Explore Basket

Investment Analysis

Sunrun

Pros

  • Sunrun is a leading provider of residential solar energy systems in the United States, benefiting from strong demand for renewable energy solutions.
  • The company reported better-than-expected revenue in its most recent quarter, indicating robust customer acquisition and operational execution.
  • Sunrun's business model relies on long-term contracts, providing recurring revenue streams and customer retention advantages.

Considerations

  • Sunrun continues to report losses, with a negative price-to-earnings ratio reflecting ongoing profitability challenges.
  • The company faces intense competition and regulatory uncertainty in the residential solar sector, which could pressure margins.
  • Sunrun's stock is sensitive to changes in government incentives and interest rates, increasing its exposure to policy and macroeconomic risks.
Energy Fuels

Pros

  • Energy Fuels is a major North American producer of uranium and rare earth elements, positioned to benefit from growing demand for clean energy materials.
  • The company has a strong balance sheet with no debt, providing financial flexibility for future growth and investment.
  • Energy Fuels is expanding its rare earth and uranium production capacity, aligning with global supply chain shifts and government support for critical minerals.

Considerations

  • Energy Fuels has reported significant net losses over the past year, reflecting high operating costs and volatile commodity prices.
  • The company's revenue base is relatively small compared to its market capitalization, raising concerns about valuation and scalability.
  • Energy Fuels is exposed to commodity price swings and regulatory risks, which can impact profitability and project timelines.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

SunrunNoble

Sunrun vs Noble

Sunrun vs Noble: a neutral comparison

NOVEnergy Fuels

NOV vs Energy Fuels

NOV vs Energy Fuels: Business overview

Frequently asked questions