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BLKB vs RUN

BLKB
Blackbaud, Inc.
BEARISH
Price
$56.34
Market Cap
$2.73B
Sector
Technology
AI Confidence
78%
RUN
Sunrun Inc.
BEARISH
Price
$12.40
Market Cap
$2.92B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
BLKB
--
RUN
7.25
Forward P/E
BLKB
11.57
RUN
20.17
P/B Ratio
BLKB
24.6
RUN
0.92
P/S Ratio
BLKB
2.41
RUN
0.99
EV/EBITDA
BLKB
12.37
RUN
31.32

Profitability

Gross Margin
BLKB
58.24%
RUN
30.34%
Operating Margin
BLKB
19.62%
RUN
8.4%
Profit Margin
BLKB
-22.16%
RUN
15.22%
ROE
BLKB
-77.16%
RUN
-22.06%
ROA
BLKB
6.68%
RUN
-0.37%

Growth

Revenue Growth
BLKB
-1.9%
RUN
123.5%
Earnings Growth
BLKB
180.0%
RUN
--

Financial Health

Debt/Equity
BLKB
9.93
RUN
2.98
Current Ratio
BLKB
0.69
RUN
1.66
Quick Ratio
BLKB
0.13
RUN
0.84

Dividends

Dividend Yield
BLKB
--
RUN
--
Payout Ratio
BLKB
0.0%
RUN
0.0%

AI Verdict

BLKB BEARISH

The deterministic health scores paint a concerning picture, with a Piotroski F-Score of 4/9 indicating marginal financial stability and no Altman Z-Score available to confirm safety from distress. Despite strong operating margins and recent earnings beats, the company is unprofitable overall (negative net margin and ROE), carries an extremely high debt/equity ratio of 9.93, and shows weak liquidity. Valuation multiples like a Price/Book of 24.60 appear stretched against poor profitability, while insider selling and declining revenue further undermine confidence. The stock trades below analyst targets but faces significant structural and financial headwinds.

Strengths
Strong operating margin of 19.62% indicates pricing power or cost control at the operational level
High gross margin of 58.24% reflects scalable software business model
Recent quarterly earnings have consistently beaten estimates, with 3 out of last 4 quarters above expectations
Risks
Piotroski F-Score of 4/9 indicates weak financial health, particularly in profitability and leverage
Extremely high Debt/Equity ratio of 9.93 raises serious concerns about solvency and financial flexibility
Negative profit margin (-22.16%) and ROE (-77.16%) show the company is not converting equity into profits
RUN BEARISH

Sunrun Inc. exhibits severe financial instability, highlighted by a weak Piotroski F-Score of 2/9 and a high Debt/Equity ratio of 2.98. While the stock trades below its Graham Number ($22.71) and Book Value (P/B 0.92), these value metrics are offset by negative ROE (-22.06%) and a bearish technical trend. Massive revenue growth (123.5%) is currently decoupled from consistent profitability, and aggressive insider selling by the CEO, CFO, and President signals a lack of internal confidence.

Strengths
Exceptional YoY revenue growth of 123.50%
Trading below book value (P/B 0.92)
Low Price-to-Sales ratio (0.99)
Risks
Critical financial health (Piotroski F-Score 2/9)
High leverage with Debt/Equity at 2.98
Aggressive insider selling across the entire C-suite

Compare Another Pair

BLKB vs RUN: Head-to-Head Comparison

This page compares Blackbaud, Inc. (BLKB) and Sunrun Inc. (RUN) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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