Sunrun Inc. (RUN) Dividend Safety Gauge & 10-Year DRIP Compounder

Per the Roarable RQD rating, Sunrun Inc. scores 25 out of 100 with a letter grade of E, labeled "Roarable Strong Sell — Forensic Risk / Avoid." The five pillars are: Fundamental Cash Engine at 1/20 (ROIC -3.2%; FCF yield -23.05%); Whale 13F Flow at 6/20 (institutional accumulation and options positioning); Insider Conviction at 5/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit at 3/20 (Beta 1.0; sector sensitivity); and Forensic Balance Sheet at 10/20 (Altman Z 0.2; Piotroski F 4/9; Debt/Equity 0.5).

For a prospective investor, the cash engine pillar is the weakest and carries the most weight in the interpretation: a negative ROIC and a deeply negative FCF yield indicate the business is not currently converting capital into free cash flow on a per-dollar basis. The forensic balance sheet pillar is also low, with an Altman Z of 0.2 and a Piotroski F of 4/9, which the rating frames as elevated distress and weak financial strength signals. The whale and insider pillars score in the middle-to-low range, meaning institutional and insider flow does not offset the fundamental weakness in the rating. The macro pillar reflects a Beta of 1.0, indicating market-equivalent sensitivity, with the rating noting sector sensitivity without a favorable regime fit. Upside drivers would need to come from a change in cash generation; the source data does not establish one. Any valuation tradeoff must be weighed against the negative FCF yield and the forensic distress readings. This brief is educational and not personalized financial advice.

Per the SEC financials, operating income was negative in all three reported periods, and FY 2025 showed net income of $0.4M against an operating loss of $-126.1M. Per the market data, gross margin is 0%, operating margin is -4.3%, and net margin is 0%. ROIC is -3.2%. The Altman Z-Score is 0.2 and the Piotroski F-Score is 4/9 per the Roarable RQD rating, with Debt/Equity at 0.5. Cash and debt balances are not available in source data.

• Yahoo Finance (YELLOW, MARKET WIRE): A report suggesting the stock could be undervalued ahead of a Q3 earnings date.
• StockInvest.us (YELLOW, MARKET WIRE): A price forecast report covering market action and institutional positioning.
• Seeking Alpha (YELLOW, MARKET WIRE): A report of a 10% rally rebounding from a 52-week low.
• 24/7 Wall St. (GREEN, CATALYST): A report of solar stocks rebounding, with Sunrun surging 10%.
• TradingView (RED, RISK WATCH): A report of a 12-month price target cut to $15.4, implying 102% upside.
• Investing.com (RED, RISK WATCH): A report that Jefferies cut its price target on rising Treasury yields.

Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE, with no butterfly links and no proprietary signals.

• What are the cash and debt balances, which are listed as N/A in the reported financials?
• What is the EPS for each reported period, which is listed as N/A?
• What drove the swing from a $-2846.2M net loss in FY 2024 to a $0.4M net income in FY 2025 despite an operating loss?
• What are the specific products, customers, and revenue model that the sector classification does not describe?
• What do the price target revisions cited in the news wire rest on, given that no analyst data is provided?