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Side-by-side financial comparison of PEABODY ENERGY CORP (BTU) and Sunrun Inc. (RUN). Click either name above to swap in a different company.

Sunrun Inc. is the larger business by last-quarter revenue ($1.2B vs $1.0B, roughly 1.1× PEABODY ENERGY CORP). Sunrun Inc. runs the higher net margin — 8.9% vs 1.2%, a 7.7% gap on every dollar of revenue. On growth, Sunrun Inc. posted the faster year-over-year revenue change (123.5% vs -9.0%). Over the past eight quarters, Sunrun Inc.'s revenue compounded faster (59.0% CAGR vs 1.9%).

Peabody Energy is an American coal mining company headquartered in St. Louis, Missouri. Its primary business consists of the mining, sale, and distribution of coal, which is purchased for use in electricity generation and steelmaking. Peabody also markets, brokers, and trades coal through offices in China, Australia, and the United States.

Sunrun Inc. is an American provider of photovoltaic systems and battery energy storage products, primarily for residential customers. The company was established in 2007 and is headquartered in San Francisco, California.

BTU vs RUN — Head-to-Head

Bigger by revenue
RUN
RUN
1.1× larger
RUN
$1.2B
$1.0B
BTU
Growing faster (revenue YoY)
RUN
RUN
+132.5% gap
RUN
123.5%
-9.0%
BTU
Higher net margin
RUN
RUN
7.7% more per $
RUN
8.9%
1.2%
BTU
Faster 2-yr revenue CAGR
RUN
RUN
Annualised
RUN
59.0%
1.9%
BTU

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
BTU
BTU
RUN
RUN
Revenue
$1.0B
$1.2B
Net Profit
$12.4M
$103.6M
Gross Margin
Operating Margin
0.8%
8.4%
Net Margin
1.2%
8.9%
Revenue YoY
-9.0%
123.5%
Net Profit YoY
-67.2%
103.7%
EPS (diluted)
$0.11
$0.38

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BTU
BTU
RUN
RUN
Q4 25
$1.0B
$1.2B
Q3 25
$1.0B
$724.6M
Q2 25
$890.1M
$569.3M
Q1 25
$937.0M
$504.3M
Q4 24
$1.1B
$518.5M
Q3 24
$1.1B
$537.2M
Q2 24
$1.0B
$523.9M
Q1 24
$983.6M
$458.2M
Net Profit
BTU
BTU
RUN
RUN
Q4 25
$12.4M
$103.6M
Q3 25
$-70.1M
$16.6M
Q2 25
$-27.6M
$279.8M
Q1 25
$34.4M
$50.0M
Q4 24
$37.8M
$-2.8B
Q3 24
$101.3M
$-83.8M
Q2 24
$199.4M
$139.1M
Q1 24
$39.6M
$-87.8M
Operating Margin
BTU
BTU
RUN
RUN
Q4 25
0.8%
8.4%
Q3 25
-8.0%
0.5%
Q2 25
-4.3%
-19.7%
Q1 25
3.4%
-22.8%
Q4 24
3.6%
-628.0%
Q3 24
11.0%
-23.8%
Q2 24
22.4%
-24.4%
Q1 24
5.2%
-40.0%
Net Margin
BTU
BTU
RUN
RUN
Q4 25
1.2%
8.9%
Q3 25
-6.9%
2.3%
Q2 25
-3.1%
49.1%
Q1 25
3.7%
9.9%
Q4 24
3.4%
-542.7%
Q3 24
9.3%
-15.6%
Q2 24
19.1%
26.5%
Q1 24
4.0%
-19.2%
EPS (diluted)
BTU
BTU
RUN
RUN
Q4 25
$0.11
$0.38
Q3 25
$-0.58
$0.06
Q2 25
$-0.23
$1.07
Q1 25
$0.27
$0.20
Q4 24
$0.25
$-12.59
Q3 24
$0.74
$-0.37
Q2 24
$1.42
$0.55
Q1 24
$0.29
$-0.40

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BTU
BTU
RUN
RUN
Cash + ST InvestmentsLiquidity on hand
$575.3M
Total DebtLower is stronger
$321.2M
$14.7B
Stockholders' EquityBook value
$3.5B
$3.1B
Total Assets
$5.8B
$22.6B
Debt / EquityLower = less leverage
0.09×
4.69×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BTU
BTU
RUN
RUN
Q4 25
$575.3M
Q3 25
$603.3M
Q2 25
$585.9M
Q1 25
$696.5M
Q4 24
$700.4M
Q3 24
$772.9M
Q2 24
$621.7M
Q1 24
$855.7M
Total Debt
BTU
BTU
RUN
RUN
Q4 25
$321.2M
$14.7B
Q3 25
$321.8M
$14.6B
Q2 25
$329.2M
$14.0B
Q1 25
$331.2M
$13.6B
Q4 24
$332.3M
$12.9B
Q3 24
$323.7M
$12.5B
Q2 24
$323.2M
$12.0B
Q1 24
$323.3M
$11.1B
Stockholders' Equity
BTU
BTU
RUN
RUN
Q4 25
$3.5B
$3.1B
Q3 25
$3.5B
$3.0B
Q2 25
$3.6B
$2.9B
Q1 25
$3.7B
$2.6B
Q4 24
$3.7B
$2.6B
Q3 24
$3.6B
$5.3B
Q2 24
$3.7B
$5.4B
Q1 24
$3.5B
$5.2B
Total Assets
BTU
BTU
RUN
RUN
Q4 25
$5.8B
$22.6B
Q3 25
$5.7B
$22.2B
Q2 25
$5.8B
$21.2B
Q1 25
$5.8B
$20.4B
Q4 24
$6.0B
$19.9B
Q3 24
$5.9B
$22.1B
Q2 24
$5.9B
$21.4B
Q1 24
$5.7B
$20.8B
Debt / Equity
BTU
BTU
RUN
RUN
Q4 25
0.09×
4.69×
Q3 25
0.09×
4.90×
Q2 25
0.09×
4.80×
Q1 25
0.09×
5.19×
Q4 24
0.09×
5.05×
Q3 24
0.09×
2.36×
Q2 24
0.09×
2.23×
Q1 24
0.09×
2.15×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BTU
BTU
RUN
RUN
Operating Cash FlowLast quarter
$68.6M
$96.9M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
5.53×
0.94×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BTU
BTU
RUN
RUN
Q4 25
$68.6M
$96.9M
Q3 25
$122.0M
$-121.5M
Q2 25
$23.2M
$-292.7M
Q1 25
$119.9M
$-104.2M
Q4 24
$119.8M
$-258.4M
Q3 24
$359.9M
$-156.2M
Q2 24
$7.8M
$-208.5M
Q1 24
$119.0M
$-143.1M
Free Cash Flow
BTU
BTU
RUN
RUN
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
$-156.4M
Q2 24
Q1 24
FCF Margin
BTU
BTU
RUN
RUN
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
-29.1%
Q2 24
Q1 24
Capex Intensity
BTU
BTU
RUN
RUN
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
0.0%
Q2 24
Q1 24
Cash Conversion
BTU
BTU
RUN
RUN
Q4 25
5.53×
0.94×
Q3 25
-7.33×
Q2 25
-1.05×
Q1 25
3.49×
-2.08×
Q4 24
3.17×
Q3 24
3.55×
Q2 24
0.04×
-1.50×
Q1 24
3.01×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BTU
BTU

Seaborne Metallurgical Mining$305.4M30%
Powder River Basin Mining$300.3M29%
Seaborne Thermal Mining$205.6M20%
Other$182.1M18%
Thermal Coal$28.9M3%

RUN
RUN

Products$692.3M60%
Customer Agreements$435.2M38%
Manufactured Product Other$56.7M5%
Incentives$31.3M3%

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