Sunrun 경영진
경영진 기준 점검 4/4
Sunrun CEO는 Mary Powell, Aug2021 에 임명되었습니다 의 임기는 4.75 년입니다. 총 연간 보상은 $8.33M, 10.2% 급여 및 89.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $7.26M 가치에 해당하는 회사 주식의 0.21% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.7 년과 8.3 년입니다.
핵심 정보
Mary Powell
최고경영자
US$8.3m
총 보수
| CEO 급여 비율 | 10.20% |
| CEO 재임 기간 | 4.8yrs |
| CEO 지분 보유율 | 0.2% |
| 경영진 평균 재임 기간 | 3.7yrs |
| 이사회 평균 재임 기간 | 8.3yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 04
RUN: Storage And Grid Services Cash Generation Will Support Post Incentive Equity Upside
The analyst fair value estimate for Sunrun has been revised from about $22.20 to roughly $19.67, as analysts factor in lower price targets across the Street and mixed views on cash generation, growth in solar originations, and valuation. Analyst Commentary Recent research shows a split view on Sunrun, with several firms trimming price targets while a few highlight potential upside tied to cash generation and operational changes.
내러티브 업데이트 • Apr 20
RUN: Cash Generation And Asset Monetization Will Drive Future Residential Ownership Story
Analysts have nudged their Sunrun price target slightly lower to about $29.48 from $30, citing a mix of adjusted cash flow expectations, pressure on profit margins, distribution channel concerns, and updated P/E assumptions following a series of recent target cuts and rating changes across the Street. Analyst Commentary Street research around Sunrun has been active, with a mix of target cuts, rating changes, and a few higher targets that reflect differing views on cash generation, valuation, and execution.내러티브 업데이트 • Apr 05
RUN: Cash Generation And Asset Monetization Will Reshape Residential Ownership Story
Sunrun's analyst fair value estimate has been reset from $27.00 to $30.00, reflecting a combination of lowered Street price targets and revised views on cash generation, growth, and profitability assumptions across recent research updates. Analyst Commentary Recent research updates on Sunrun show a wide spread in opinions, with some firms cutting targets sharply while others highlight improving cash generation and operational execution.
내러티브 업데이트 • Mar 22
RUN: Financing Complexity And Grid Projects Will Shape Future Cash Generation Potential
Sunrun's analyst fair value estimate has been revised down from $16.37 to $12.81 as analysts factor in lower solar origination growth, a more muted revenue outlook, and slightly softer margin expectations, despite mixed views on long term cash generation and valuation. Analyst Commentary Recent Street research on Sunrun highlights a split view, with a cluster of reduced price targets and rating downgrades offset by some more constructive opinions that emphasize cash generation and operational progress.내러티브 업데이트 • Mar 07
RUN: Asset Monetization And Cash Generation Will Support Post Incentive Equity Upside
Narrative Update on Sunrun The analyst price target in our model moves slightly lower from $22.74 to $22.20 as analysts temper revenue growth and profit margin assumptions and point to elevated valuation compared with peers, while also highlighting cash generation and asset monetization as key supports. Analyst Commentary Recent research on Sunrun is mixed, with some analysts encouraged by cash generation and asset monetization, while others focus on valuation risk and forecasting uncertainties.내러티브 업데이트 • Feb 21
RUN: Financing Complexity Will Likely Limit Returns Despite Expanding Distributed Power Programs
Analysts have trimmed their Sunrun price target by $1 to $19 and maintained a more cautious, hold‑style stance, citing the stock's complex mix of utility-like operations and specialty financing exposure as key reasons for the reassessment. Analyst Commentary Recent research commentary on Sunrun points to a more cautious stance, with analysts highlighting the stock's complexity and the challenges that can come with its mix of utility-style operations and specialty financing structures.내러티브 업데이트 • Feb 07
RUN: Financing Complexity And Execution Risks Will Likely Cap Future Upside
Narrative Update Analysts have made a modest upward adjustment to their Sunrun fair value estimate, from about US$16.26 to roughly US$16.37, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple following recent research that includes a revised US$19 price target and a Market Perform stance. Analyst Commentary Recent research on Sunrun reflects a cautious stance from several bearish analysts, who see the stock as complex and exposed to execution and valuation risks.내러티브 업데이트 • Jan 24
RUN: Residential Third Party Ownership And New Partnerships Will Reshape Equity Story
Our Sunrun narrative fair value moves from US$29.36 to US$27.00 as analysts weigh mixed recent research, with some pointing to improved revenue growth and margin assumptions while others adopt more cautious price targets and ratings. Analyst Commentary Recent research on Sunrun reflects a split view, with some analysts focusing on structural complexity and others highlighting potential upside tied to execution and policy support.내러티브 업데이트 • Jan 09
RUN: Residential Solar Partnerships And Capital Returns Will Reshape Equity Story
Analysts have raised their fair value estimate for Sunrun from US$23.58 to US$29.36, citing a combination of higher target prices, updated discount rates, and revised expectations for growth, margins, and future P/E multiples across recent research. Analyst Commentary Recent research shows a cluster of bullish analysts lifting price targets and upgrading their views on Sunrun, even as some remain more cautious.Seeking Alpha • Jan 05
The Market Is Missing Sunrun's Cash And Battery Boom
Summary Sunrun Inc. earns a Buy rating as cash flow turns positive and storage-driven value creation accelerates. RUN's Q3 2025 saw a 35% YOY revenue surge, 10% higher aggregate subscriber value, and robust storage adoption driving superior unit economics. Balance sheet strength is evident with $709M unrestricted cash, six consecutive quarters of positive cash flow, and strong capital markets access. Sustained cash generation, asset value growth, and strong price trends signal potential for valuation re-rating. Read the full article on Seeking Alpha내러티브 업데이트 • Dec 14
RUN: Policy Tailwinds May Prove Insufficient To Sustain Current Share Price
The Analyst Price Target for Sunrun has been raised significantly to $30 from $20, as analysts point to stronger long term revenue growth, improving profit margins, and a higher justified earnings multiple supported by favorable policy tailwinds and growing residential solar demand. Analyst Commentary Recent Street research on Sunrun reflects a generally constructive outlook, with a series of price target increases and upgrades signaling renewed confidence in the company’s long term earnings power and its positioning in residential solar.내러티브 업데이트 • Nov 29
RUN: Third-Party Ownership Will Accelerate Gains Following Clean Energy Incentive Expiry
Sunrun's analyst price targets have notably increased, with the fair value estimate rising from $22.39 to $22.74 per share. Analysts cite regulatory tailwinds and the company's advantageous position amid evolving clean energy incentives.내러티브 업데이트 • Nov 15
RUN: Residential Policy Shifts Will Drive Demand For Third-Party Solar Ownership
Analysts have increased their price target for Sunrun from approximately $21.03 to $22.39 per share. This change reflects improved profit margin projections and optimism around the company’s positioning as residential solar policy shifts unfold.분석 기사 • Nov 09
Earnings Miss: Sunrun Inc. Missed EPS By 58% And Analysts Are Revising Their Forecasts
It's been a mediocre week for Sunrun Inc. ( NASDAQ:RUN ) shareholders, with the stock dropping 17% to US$17.13 in the...내러티브 업데이트 • Oct 31
RUN: Supportive Policy Changes And Market Demand Will Drive Mixed Outcomes Ahead
Sunrun’s fair value estimate has been raised from $19.39 to $21.03 per share. Analysts cite improved sector tailwinds, anticipated policy benefits, and accelerating growth expectations for the residential solar leader as the main reasons for this increase.내러티브 업데이트 • Oct 17
Grid And Solar Services Will Shape Future Energy Landscape
Sunrun's fair value estimate has been raised from $17.18 to $19.39. Analysts cite increased confidence in long-term cash flow visibility, capital return potential, and improved policy clarity as supportive factors for the higher price target.분석 기사 • Oct 10
What Sunrun Inc.'s (NASDAQ:RUN) 27% Share Price Gain Is Not Telling You
Despite an already strong run, Sunrun Inc. ( NASDAQ:RUN ) shares have been powering on, with a gain of 27% in the last...내러티브 업데이트 • Oct 03
Grid And Solar Services Will Shape Future Energy Landscape
Sunrun's analyst price target has increased from approximately $15.92 to $17.18 per share. This change reflects recent upgrades and expanded long-term visibility cited by analysts.내러티브 업데이트 • Sep 13
Grid And Solar Services Will Shape Future Energy Landscape
Sunrun’s analyst price target was raised as recent regulatory changes improved solar tax credit visibility and reduced key policy risks, resulting in a modest fair value increase from $15.29 to $15.92. Analyst Commentary Regulatory changes preserved the solar investment tax credit (ITC) for residential leasing, providing a lifeline to Sunrun’s core business model and offsetting near-term risks previously expected from potential policy rollbacks.내러티브 업데이트 • Aug 27
Grid And Solar Services Will Shape Future Energy Landscape
Analysts have increased Sunrun’s price target as favorable U.S. Treasury and Senate guidance has extended key tax credits and removed regulatory overhangs, outweighing ongoing cost and regulatory risks, resulting in a revised fair value of $15.29. Analyst Commentary Recent U.S. Treasury guidance maintains favorable tax credit treatment for residential solar, removing anticipated restrictions and providing regulatory clarity, which is positive for Sunrun.내러티브 업데이트 • Aug 08
Grid And Solar Services Will Shape Future Energy Landscape
Sunrun's consensus price target was modestly raised to $14.00 as analysts cited alleviated regulatory risks from favorable Senate bill revisions, extended tax credit eligibility for solar leases, and improved industry outlook, though ongoing operational and regulatory challenges temper valuation upside. Analyst Commentary Removal of proposed tax credit elimination for leased solar equipment and excise taxes in the latest Senate bill significantly alleviates regulatory risk and allows key residential solar business models to remain viable.분석 기사 • Jun 13
Sunrun Inc. (NASDAQ:RUN) Not Doing Enough For Some Investors As Its Shares Slump 29%
The Sunrun Inc. ( NASDAQ:RUN ) share price has softened a substantial 29% over the previous 30 days, handing back much...분석 기사 • Apr 29
Sunrun Inc. (NASDAQ:RUN) Held Back By Insufficient Growth Even After Shares Climb 26%
Sunrun Inc. ( NASDAQ:RUN ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
새 내러티브 • Mar 22
Optimizing Product Mix And AI Investments Will Improve Efficiency By 2025
Sunrun's strategic focus on high-quality growth and cost management boosts cash generation and expands net margins.Seeking Alpha • Mar 21
Sunrun: Financials Are Too Risky For Me
Summary Sunrun Inc.'s Q4 sales were flat, missing estimates, and the company faced a significant non-cash impairment charge due to Vivint Solar's investment. The company operates with negative gross margins, mounting losses, and a massive debt burden, raising concerns about its financial stability. Despite a positive outlook for the solar market, Sunrun's revised cash generation forecast and ongoing debt issues make me skeptical about its profitability. Given the high risk and uncertainty, I will stay on the sidelines and not invest in RUN stock at this time. Read the full article on Seeking Alpha분석 기사 • Feb 24
Benign Growth For Sunrun Inc. (NASDAQ:RUN) Underpins Its Share Price
Sunrun Inc.'s ( NASDAQ:RUN ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now compared...Seeking Alpha • Jan 08
Sunrun: A Struggling Company With More Trouble Ahead
Summary The company faces significant risks from fluctuating interest rates, which could impact its sales as potential customers may delay purchases if rates remain high, making financing more expensive compared to. Sunrun's profitability remains below sector medians, with concerns raised about its long-term ability to improve its financial metrics, as highlighted by a Seeking Alpha warning in November 2024. The company has a high short interest (over 23%), indicating investor skepticism about its future growth. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Sunrun: Burning Through Cash With Significant Balance Sheet Concerns
Summary Sunrun faces significant financial challenges, including substantial debt and ongoing operating losses, making its current valuation unsustainable and risky for investors. Despite growth in storage installations and customer additions, Sunrun's profitability remains elusive, with missed revenue and EPS targets in the recent quarter. The company's reliance on government policies, like the IRA and solar tax credits, adds uncertainty, especially with potential political changes. Given the overleveraged balance sheet, limited insider ownership, and high valuation multiples, I rate Sunrun stock as a 'sell'. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$565m |
| Dec 31 2025 | US$8m | US$850k | US$448m |
| Sep 30 2025 | n/a | n/a | -US$2b |
| Jun 30 2025 | n/a | n/a | -US$3b |
| Mar 31 2025 | n/a | n/a | -US$3b |
| Dec 31 2024 | US$9m | US$850k | -US$3b |
| Sep 30 2024 | n/a | n/a | -US$383m |
| Jun 30 2024 | n/a | n/a | -US$1b |
| Mar 31 2024 | n/a | n/a | -US$1b |
| Dec 31 2023 | US$14m | US$840k | -US$2b |
| Sep 30 2023 | n/a | n/a | -US$1b |
| Jun 30 2023 | n/a | n/a | US$91m |
| Mar 31 2023 | n/a | n/a | US$23m |
| Dec 31 2022 | US$8m | US$800k | US$176m |
| Sep 30 2022 | n/a | n/a | US$72m |
| Jun 30 2022 | n/a | n/a | -US$115m |
| Mar 31 2022 | n/a | n/a | -US$143m |
| Dec 31 2021 | US$9m | US$314k | -US$79m |
| Sep 30 2021 | n/a | n/a | -US$210m |
| Jun 30 2021 | n/a | n/a | -US$197m |
| Mar 31 2021 | n/a | n/a | -US$169m |
| Dec 31 2020 | US$223k | n/a | -US$173m |
| Sep 30 2020 | n/a | n/a | US$8m |
| Jun 30 2020 | n/a | n/a | -US$31k |
| Mar 31 2020 | n/a | n/a | US$12m |
| Dec 31 2019 | US$216k | n/a | US$26m |
보상 대 시장: Mary의 총 보수(USD8.33M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.10M) 수준입니다.
보상과 수익: Mary의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Mary Powell (65 yo)
4.8yrs
재임 기간
US$8,331,132
보수
Ms. Mary Grace Powell serves as Director of Sunrun Installation Services Inc. She serves as Independent Chairperson at Climate Change Crisis Real Impact I Acquisition Corporation since September 29, 2020....
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder & Executive Co-Chair of the Board | 19.3yrs | 데이터 없음 | 0.65% $ 22.7m | |
| Co-Founder & Executive Co-Chair of the Board | 19.3yrs | 데이터 없음 | 0.88% $ 30.8m | |
| CEO & Director | 4.8yrs | US$8.33m | 0.21% $ 7.3m | |
| President & Chief Revenue Officer | 4.3yrs | US$5.87m | 0.16% $ 5.5m | |
| CFO & Principal Financial Officer | 4yrs | US$5.02m | 0.15% $ 5.3m | |
| Chief Legal & People Officer | 8yrs | US$3.32m | 0.086% $ 3.0m | |
| Chief Accounting Officer | 1.3yrs | 데이터 없음 | 0.011% $ 398.4k | |
| Chief Technology Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior VP of Finance & Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Chief Experience & Direct Sales Officer | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Field Operations Officer | 2.3yrs | 데이터 없음 | 데이터 없음 |
3.7yrs
평균 재임 기간
45yo
평균 나이
경험이 풍부한 관리: RUN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder & Executive Co-Chair of the Board | 19.3yrs | 데이터 없음 | 0.65% $ 22.7m | |
| Co-Founder & Executive Co-Chair of the Board | 19.3yrs | 데이터 없음 | 0.88% $ 30.8m | |
| CEO & Director | 8.3yrs | US$8.33m | 0.21% $ 7.3m | |
| Independent Director | 10.3yrs | US$281.22k | 0.050% $ 1.7m | |
| Independent Director | 10yrs | US$279.72k | 0.043% $ 1.5m | |
| Lead Independent Director | 8.3yrs | US$305.22k | 0.032% $ 1.1m | |
| Independent Director | 1.6yrs | US$286.72k | 0.0081% $ 282.3k | |
| Independent Director | less than a year | US$28.24k | 0.00058% $ 20.2k | |
| Independent Director | 4.9yrs | US$273.72k | 0.017% $ 606.4k |
8.3yrs
평균 재임 기간
58yo
평균 나이
경험이 풍부한 이사회: RUN의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 12:56 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Sunrun Inc.는 37명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | Barclays |
| Moses Sutton | Barclays |