Argan vs Sunrun
AGX and RUN side by side, both in construction special trade contractors. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AGX and RUN compare
Argan is the larger company, worth 2.2 times as much as Sunrun ($4.4B against $2.1B).
On earnings, Sunrun is cheaper: it trades at 4.3× trailing earnings, against 24.9× for Argan.
Sunrun grew revenue faster over the last twelve months (66.2% versus 29.0% for Argan).
Argan keeps more of each dollar of sales as profit, with a net margin of 15.1% compared with 14.0% at Sunrun.
Argan pays a dividend yielding 0.48%; Sunrun does not pay one.
Argan scores higher on the StockData Score (21 against 14 for Sunrun), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AGX | RUN |
|---|---|---|
| Size and price | ||
| Market cap | $4.4B | $2.1B |
| Share price | $315.34 | $8.52 |
| Change, 1 year | −9.4% | −56.9% |
| Change, 5 years | 648% | −84.5% |
| Beta (5Y) | 0.83 | 2.00 |
| Employees | 1,409 | 9,059 |
| StockData Score | ||
| Total score | 21 (better) | 14 |
| Valuation score | 1 | 4 (better) |
| Growth score | 5 (better) | 2 |
| Performance score | 6 (better) | 3 |
| Health score | 6 (better) | 5 |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 24.9× | 4.3× (better) |
| P/S | 3.7× | 0.5× (better) |
| P/B | 8.7× | 0.6× (better) |
| EV/EBITDA | 21.2× | 7.2× (better) |
| P/FCF | 8.1× | – |
| PEG | 0.41 | 0.15 (better) |
| FCF yield | 12.3% | – |
| Fair value | $255.58 | $33.13 |
| Margin of safety | −23.4% | 74.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 29.0% | 66.2% (better) |
| Revenue growth, 5Y average | 19.2% | 26.2% (better) |
| Net income growth (TTM) | 53.0% | – |
| EPS growth (TTM) | 51.9% | – |
| EPS growth, 5Y average | 45.2% | – |
| Profitability | ||
| Gross margin | 20.9% | – |
| Operating margin | 15.4% (better) | 6.3% |
| Net margin | 15.1% (better) | 14.0% |
| FCF margin | 45.9% | – |
| Return on equity | 39.8% (better) | 16.2% |
| Return on invested capital | 396% (better) | 7.3% |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 1.50 | 1.52 (better) |
| Altman Z-score | 5.12 (better) | 0.10 |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 0.48% | – |
| Payout ratio | 15.6% | – |
| Years of dividend growth | 4 | – |
| Dividend growth, 5Y average | 47.6% | – |
| Buyback yield | 0.28% | – |
| Shareholder yield | 0.76% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 99.4% | 111% |
| Held by insiders | 9.3% | 3.0% |
| Insider net buying, 12 months | −$147M | −$22.8M (better) |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 7.0% | 30.4% |
Go deeper
- AGX stock overview
- AGX income statement
- AGX valuation and score
- RUN stock overview
- RUN income statement
- RUN valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.