RUN vs PRIM vs CNTM Stock Comparison

Sunrun, Primoris Services and ConnectM Technology Solutions Prices as of Oct 23, 2026 Peers: Industry group
RUN Sunrun Inc.
$7.58 -9.2% 1M -61.8% 1Y
Market cap
$1.74B
P/E
4.3x
Revenue (TTM)
$3.48B
Div. yield
–
Solar Installers Industrials
5 wins
PRIM Primoris Services Corp
$64.99 -12.4% 1M -52.3% 1Y
Market cap
$3.58B
P/E
25.7x
Revenue (TTM)
$7.28B
Div. yield
0.00%
Utility Construction Industrials
4 wins

Head to Head

11 decided of 12

Sunrun leads on 5 of the 12 questions below (Sunrun 5, Primoris Services 4, ConnectM Technology Solutions 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionRUNPRIMCNTMLeader
Larger companyMarket capitalisation $1.74B $3.58B $23.11M PRIM
Cheaper on earningsLower P/E, profitable companies only 4.3x 25.7x 10.2x RUN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 5.4x 28.8x — RUN
Faster revenue growthRevenue growth, trailing twelve months +63.2% +5.1% +23.6% RUN
More profitableNet margin, trailing twelve months 11.6% 1.9% 6.3% RUN
Better return on capitalReturn on invested capital 0.5% 7.0% — PRIM
Less leveragedLower net debt / EBITDA 17.3x 1.8x — PRIM
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -61.8% -52.3% -32.8% CNTM
Better 5-year returnAnnualised price return, 5 years -31.9%/yr +19.0%/yr — PRIM
Less volatileAnnualised volatility, 1 year 82.1% 94.4% 132.9% RUN
Higher overall scoreMean of the five percentile scores vs peers 44/100 38/100 55/100 CNTM

Percentile Scorecard

RUNPRIMCNTM

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisRUNPRIMCNTM
Valuation 75 #14 of 52 61 #21 of 52 81 #24 of 124
Growth 92 #4 of 37 17 #31 of 37 71 #33 of 113
Profitability 31 #26 of 37 42 #22 of 37 55 #50 of 110
Financial Health 5 #54 of 57 45 #32 of 57 12 #114 of 129
Shareholder Returns 15 #23 of 27 27 #20 of 27 –
Overall 44 38 55
  • RUN ranked among 57 companies in Construction Services
  • PRIM ranked among 57 companies in Construction Services
  • CNTM ranked among 137 companies in Infrastructure Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodRUNPRIMCNTMSPY
1 month -9.2%-12.4%-12.4% -1.0%
3 months -23.7%-24.9%-14.8% +2.9%
6 months -40.5%-62.1%-42.4% +6.4%
Year to date -58.8%-47.6%-64.9% +11.4%
1 year -61.8%-52.3%-32.8% +13.1%
3 years -21.6%+115.9%-98.7% +79.4%
3 years, per year -7.8%+29.3%-76.3% +21.5%
5 years -85.3%+138.5%— +67.7%
5 years, per year -31.9%+19.0%— +10.9%
10 years +20.9%+227.9%— +255.2%
10 years, per year +1.9%+12.6%— +13.5%

Risk

MeasureRUNPRIMCNTMSPY
Volatility, 1Y 82.1%94.4%132.9% 12.7%
Downside volatility, 1Y 90.8%119.9%131.9% 12.7%
Beta vs S&P 500, 1Y 2.771.85-0.04 1.00
Return / volatility, 1Y -0.75-0.55-0.25 1.03
Max drawdown, 5Y -90.4%-68.0%-100.0% -25.4%
From 52-week high -64.6%-68.0%-71.3% -2.5%
52-week high $21.41$202.92$16.00 $779.14
52-week low $6.89$64.99$3.90 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleRUNPRIMCNTM
P/E now vs peer median 4.5xmedian 25.6x 25.1xmedian 25.6x 11.1xmedian 37.4x
P/S now vs peer median 0.5xmedian 0.8x 0.5xmedian 0.8x 0.7xmedian 4.4x
EV/EBITDA now vs peer median 19.4xmedian 12.7x 13.0xmedian 12.7x —median 35.0x
P/FCF now vs peer median 6.3xmedian 22.4x 39.8xmedian 22.4x —median 27.2x
P/B now vs peer median 0.4xmedian 2.3x 2.2xmedian 2.3x 1.6xmedian 3.4x
PEG now vs peer median 0.08median 0.57 6.30median 0.57 0.42median 1.27

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsRUNPRIMCNTM
Revenue $3.48B $7.28B $36.02M
Gross profit $1.23B $627.80M $11.16M
Operating income $92.29M $212.09M -$12.45M
Net income -$958.46M $139.54M $2.42M
Free cash flow $287.45M $88.00M –
R&D $38.46M – –
EPS (diluted) $1.47 $2.59 $0.03
Cash & equivalents – $218.20M $2.39M
Total debt $56.51B $2.21B $56.72M
Shares (diluted) 274.00M 54.00M 72.32M
Enterprise value $1.74B $2.04B $13.11M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricRUNPRIMCNTM
P/E 4.5x 25.1x 11.1x
P/FCF 6.3x 39.8x –
P/Operating cash flow -9.1x 18.0x –
P/S 0.5x 0.5x 0.7x
P/B 0.4x 2.2x 1.6x
P/Tangible book 0.4x 2.8x 1.8x
EV/EBITDA 19.4x 13.0x –
EV/EBIT 177.2x 19.2x -3.2x
EV/Revenue 4.7x 0.6x 1.1x
EV/FCF 56.9x 46.3x –
EV/Operating cash flow -81.7x 21.0x –
PEG (3Y EPS CAGR) 0.08 6.30 0.42

Growth

14 metrics
MetricRUNPRIMCNTM
Revenue growth (1Y) 63.2% 5.1% 23.6%
Revenue CAGR (3Y) 12.8% 11.3% –
Gross profit growth (1Y) 192.3% -20.1% 35.0%
Gross profit CAGR (3Y) 70.2% 3.6% –
Operating income growth (1Y) 102.6% -44.8% 19.9%
Operating income CAGR (3Y) 28.5% -0.8% -62.4%
Net income growth (1Y) 74.8% -42.1% 108.3%
Net income CAGR (3Y) -6.5% 3.8% 31.4%
EPS growth (1Y) 115.0% -41.2% 106.0%
EPS CAGR (3Y) 54.4% 4.0% 26.7%
Operating cash flow growth (1Y) 75.3% -70.8% –
Operating cash flow CAGR (3Y) 42.2% 27.6% –
Free cash flow growth (1Y) 128.3% -82.4% –
Free cash flow CAGR (3Y) 27.8% 57.9% –

Profitability

14 metrics
MetricRUNPRIMCNTM
Gross margin 35.3% 8.6% 31.0%
EBITDA margin 24.2% 4.3% –
Operating margin 2.7% 2.9% -34.6%
Pretax margin -26.4% 2.6% -41.0%
Net margin 11.6% 1.9% 6.3%
FCF margin 8.3% 1.2% –
Operating cash flow margin -5.8% 2.7% –
Return on equity -22.2% 8.5% 27.8%
Return on assets -4.2% 3.2% 5.4%
Return on invested capital 0.5% 7.0% –
Return on capital employed 0.4% 8.2% -149.0%
Asset turnover 0.2x 1.6x 0.8x
Cash conversion (OCF / net income) 0.2x 1.4x –
Stock comp / revenue 3.0% 0.3% –

Financial Health

11 metrics
MetricRUNPRIMCNTM
Debt / assets 62.2% 17.2% 31.1%
Debt / equity 3.3x 0.5x 1.0x
Net debt / EBITDA 17.3x 1.8x –
Debt / FCF 50.5x 9.1x –
Liabilities / assets 81.2% 65.4% 70.1%
Equity / assets 18.8% 34.6% 29.9%
Interest coverage – – -7.6x
Current ratio 1.4x 1.2x 0.2x
Quick ratio – 1.1x 0.1x
Cash ratio – 0.1x 0.1x
Altman Z-score 0.04 2.91 -1.83

Shareholder Returns

7 metrics
MetricRUNPRIMCNTM
Dividend yield – 0.5% –
Net buyback yield -0.7% – –
Shareholder yield -0.7% 0.5% –
Payout ratio (earnings) – 12.5% –
Payout ratio (FCF) – 19.8% –
Dividend growth (1Y) – 15.4% –
Dividend CAGR (3Y) – 10.9% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusRUNPRIMCNTM
Forward P/E 5.4xFY2026 28.8xFY2026 –
EPS, next fiscal year $1.40FY2026 $2.26FY2026 $-3.87FY2026
EPS growth, next FY -18.1%FY2026 -59.8%FY2026 –
EPS growth, the year after -54.3% +117.7% –
Revenue, next fiscal year $3.22BFY2026 $6.78BFY2026 $76.76MFY2026
Revenue growth, next FY +8.8%FY2026 -10.4%FY2026 +114.2%FY2026
Revenue growth, the year after -2.8% +13.0% +15.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersRUNPRIMCNTM
Held by institutions 100.0% 100.0% –
Institutions holding 396 445 –
Change in shares held, QoQ +4.4% +1.5% –
Institutions buying 225 243 –
Institutions selling 107 159 –
Buyers to sellers 2.10 1.53 –

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

RUNPRIMCNTM
RUN 1.00 0.26 0.03
PRIM 0.26 1.00 0.06
CNTM 0.03 0.06 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, RUN, PRIM and CNTM?

Primoris Services (PRIM) is the largest by market capitalisation: Sunrun (RUN) $1.74B, Primoris Services (PRIM) $3.58B, ConnectM Technology Solutions (CNTM) $23.11M.

Which stock is cheaper, RUN, PRIM and CNTM?

Sunrun (RUN) trades on the lowest price-to-earnings ratio (Sunrun (RUN) 4.3x, Primoris Services (PRIM) 25.7x, ConnectM Technology Solutions (CNTM) 10.2x). On next year's consensus earnings, Sunrun (RUN) is cheapest (Sunrun (RUN) 5.4x, Primoris Services (PRIM) 28.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Sunrun (RUN) grew revenue fastest over the trailing twelve months: Sunrun (RUN) +63.2%, Primoris Services (PRIM) +5.1%, ConnectM Technology Solutions (CNTM) +23.6%.

Which company is more profitable?

Sunrun (RUN) has the highest net margin (Sunrun (RUN) 11.6%, Primoris Services (PRIM) 1.9%, ConnectM Technology Solutions (CNTM) 6.3%). On return on invested capital, Primoris Services (PRIM) leads (Sunrun (RUN) 0.5%, Primoris Services (PRIM) 7.0%).

Which stock has performed better?

Over the past year ConnectM Technology Solutions (CNTM) returned the most: Sunrun (RUN) -61.8%, Primoris Services (PRIM) -52.3%, ConnectM Technology Solutions (CNTM) -32.8%. Over five years, Primoris Services (PRIM) compounded fastest (Sunrun (RUN) -31.9%/yr, Primoris Services (PRIM) +19.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Sunrun (RUN) 0.00%, Primoris Services (PRIM) 0.00%, ConnectM Technology Solutions (CNTM) 0.00%. Sunrun (RUN) and ConnectM Technology Solutions (CNTM) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Sunrun (RUN) has been the steadiest (Sunrun (RUN) 82.1%, Primoris Services (PRIM) 94.4%, ConnectM Technology Solutions (CNTM) 132.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, RUN, PRIM and CNTM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Sunrun (RUN) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.