ZEO

The article compares two residential solar companies: Zeo Energy (ZEO) and Sunrun (RUN). Zeo Energy shows improving residential solar momentum with revenue growth of 9.2% year-over-year and expanding contribution margins, plus diversification into commercial energy storage through its Heliogen acquisition.

Sunrun demonstrates stronger fundamentals with 53% revenue growth, record 74% battery storage attachment rates, and expanding distributed power plant operations generating grid services revenues. While Zeo offers upside potential if its recovery accelerates, Sunrun appears better positioned due to its larger operating platform, established recurring revenue model, and greater financing capacity, though both face challenges from financing conditions and market dynamics.