Enersys vs Sunrun
Enersys is the larger business, with $3.75bn of revenue in fiscal 2026 against $2.96bn for Sunrun (1.3 times as much). Sunrun grew faster (45.1% against 3.7%). Sunrun kept more of each dollar of sales as profit: a net margin of 15.2% against 7.8%. Enersys carries less debt relative to equity (58.2% against 474.4%).
| Latest fiscal year | EnersysENS, 2026 | SunrunRUN, 2025 |
|---|---|---|
| Revenue | $3.75bn | $2.96bn |
| Revenue growth | 3.7% | 45.1% |
| Net income | $294m | $450m |
| Operating margin | 11.4% | -4.3% |
| Net margin | 7.8% | 15.2% |
| Return on equity | 15.4% | 15.8% |
| Free cash flow | $468m | −$421m |
| Cash | $439m | $1.24bn |
| Total debt | $1.11bn | $14.86bn |
| Debt to equity | 58.2% | 474.4% |
| Dividend per share | $1.03 | — |
| Dividend yield | 0.7% | — |
| Share buybacks | $371m | — |
| Employees | 9,682 | 9,059 |
| Market value | $6.11bn | $2.12bn |
| Price vs our value range | Within our value range | — |
| Moat score | 58 (Moderate) | 21 (Weak) |
| Insider trades, 12 months | 1 buys, 2 sales | 1 buys, 56 sales |