Sunrun vs Sensata Technologies Holding
Sensata Technologies Holding is the larger business, with $3.70bn of revenue in fiscal 2025 against $2.96bn for Sunrun (1.3 times as much). Sunrun grew faster (45.1% against -5.8%). Sunrun kept more of each dollar of sales as profit: a net margin of 15.2% against 0.8%.
| Latest fiscal year | SunrunRUN, 2025 | Sensata Technologies HoldingST, 2025 |
|---|---|---|
| Revenue | $2.96bn | $3.70bn |
| Revenue growth | 45.1% | -5.8% |
| Net income | $450m | $31.3m |
| Operating margin | -4.3% | — |
| Net margin | 15.2% | 0.8% |
| Return on equity | 15.8% | 1.1% |
| Free cash flow | −$421m | $490m |
| Cash | $1.24bn | $573m |
| Total debt | $14.86bn | $2.85bn |
| Debt to equity | 474.4% | — |
| Dividend per share | — | — |
| Dividend yield | — | 1.1% |
| Share buybacks | — | $121m |
| Employees | 9,059 | 21,300 |
| Market value | $2.12bn | $6.14bn |
| Price vs our value range | — | Within our value range |
| Moat score | 21 (Weak) | 65 (Moderate) |
| Insider trades, 12 months | 1 buys, 56 sales | 1 buys, 9 sales |