Tearsheet
SUNE Home Investment Highlights Valuation, Metrics & Events Price Chart Why The Stock Moved Return vs. Risk About SUNE Interactive Breakdown Better Bets vs. SUNE Latest Trefis Analyses Trade Ideas More From Trefis Peer Comparisons FDIC Bank Data FDA Approved Drugs Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Insider Activity Industry Resource Links External Quote Links

SUNation Energy (SUNE)

Market Price (12/24/2025): $1.14 | Market Cap: $3.9 Mil
Sector: Information Technology | Industry: Semiconductors

SUNation Energy (SUNE)

Market Price (12/24/2025): $1.14
Market Cap: $3.9 Mil
Sector: Information Technology
Industry: Semiconductors

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Megatrend and thematic drivers
Megatrends include Renewable Energy Transition, Sustainable Infrastructure, and Sustainable & Green Buildings. Themes include Solar Energy Generation, Show more.		 Weak multi-year price returns
2Y Excs Rtn is -145%, 3Y Excs Rtn is -179%		 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -7.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -12%
1   Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 130%
2   Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.4%
3   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -5.1%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.1%
4   Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 14673%
5   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -532%
6   High stock price volatility
Vol 12M is 222%
7   Key risks
SUNE key risks include [1] a history of consistent unprofitability and declining earnings, Show more.
0 Megatrend and thematic drivers
Megatrends include Renewable Energy Transition, Sustainable Infrastructure, and Sustainable & Green Buildings. Themes include Solar Energy Generation, Show more.
1 Weak multi-year price returns
2Y Excs Rtn is -145%, 3Y Excs Rtn is -179%
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -7.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -12%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 130%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.4%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -5.1%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.1%
6 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 14673%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -532%
8 High stock price volatility
Vol 12M is 222%
9 Key risks
SUNE key risks include [1] a history of consistent unprofitability and declining earnings, Show more.

Valuation, Metrics & Events

SUNE Stock

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

SUNation Energy (NASDAQ: SUNE) experienced a stock price decline of -23.9% during the approximate period from August 31, 2025, to December 24, 2025, driven by several key factors.

1. Q2 2025 Earnings Call Highlights Industry Headwinds. During its Q2 2025 earnings call on August 19, 2025, management, while reiterating full-year guidance, emphasized significant industry challenges. These included market volatility, political headwinds, and the bankruptcies of several major solar industry competitors, such as SunPower, Sunnova, and Mosaic, all occurring in 2025. The company also highlighted the considerable risk associated with the impending expiration of the Section 25D Investment Tax Credit (ITC).

2. Q3 2025 Results Show Net Loss Amid Tax Credit Concerns. Despite reporting a 29% increase in total Q3 sales and a 54% rise in residential sales, SUNation Energy announced a net loss of approximately $393,000 in its Q3 2025 financial results on November 10 and 17, 2025. The Q3 earnings call particularly stressed the uncertainty and potential negative impact of the federal tax credits' expiration on December 31, 2025, and acknowledged a challenging environment for raising capital in the solar sector.

Show more

Stock Movement Drivers

Fundamental Drivers

The -18.7% change in SUNE stock from 9/23/2025 to 12/23/2025 was primarily driven by a -22138.2% change in the company's Shares Outstanding (Mil).
923202512232025Change
Stock Price ($)1.391.13-18.71%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)55.7960.077.66%
P/S Multiple0.000.0616691.89%
Shares Outstanding (Mil)0.023.41-22138.25%
Cumulative Contribution-3984301.74%

LTM = Last Twelve Months as of date shown

Market Drivers

9/23/2025 to 12/23/2025
ReturnCorrelation
SUNE-18.7% 
Market (SPY)3.7%59.5%
Sector (XLK)4.2%53.9%

Fundamental Drivers

The -31.1% change in SUNE stock from 6/24/2025 to 12/23/2025 was primarily driven by a -4085.5% change in the company's Shares Outstanding (Mil).
624202512232025Change
Stock Price ($)1.641.13-31.10%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)56.2860.076.73%
P/S Multiple0.000.062601.95%
Shares Outstanding (Mil)0.083.41-4085.49%
Cumulative Contribution-115037.86%

LTM = Last Twelve Months as of date shown

Market Drivers

6/24/2025 to 12/23/2025
ReturnCorrelation
SUNE-31.1% 
Market (SPY)13.7%51.9%
Sector (XLK)18.2%44.6%

Fundamental Drivers

The -99.8% change in SUNE stock from 12/23/2024 to 12/23/2025 was primarily driven by a -224610.7% change in the company's Shares Outstanding (Mil).
1223202412232025Change
Stock Price ($)512.001.13-99.78%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)60.9360.07-1.41%
P/S Multiple0.010.06403.04%
Shares Outstanding (Mil)0.003.41-224610.69%
Cumulative Contribution-1113546.17%

LTM = Last Twelve Months as of date shown

Market Drivers

12/23/2024 to 12/23/2025
ReturnCorrelation
SUNE-99.8% 
Market (SPY)16.7%17.3%
Sector (XLK)23.2%20.7%

Fundamental Drivers

The -100.0% change in SUNE stock from 12/24/2022 to 12/23/2025 was primarily driven by a -6952173.5% change in the company's Shares Outstanding (Mil).
1224202212232025Change
Stock Price ($)225000.001.13-100.00%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)�60.07�
P/S Multiple�0.06�
Shares Outstanding (Mil)0.003.41-6952173.47%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

12/24/2023 to 12/23/2025
ReturnCorrelation
SUNE-100.0% 
Market (SPY)48.4%9.8%
Sector (XLK)53.8%11.3%

Return vs. Risk

Price Returns Compared

 202020212022202320242025Total [1]
Returns
SUNE Return-25%27%-76%-75%-99%-100%-100%
Peers Return�������
S&P 500 Return16%27%-19%24%23%17%114%

Monthly Win Rates [3]
SUNE Win Rate33%58%17%8%8%25% 
Peers Win Rate�����50% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
SUNE Max Drawdown-39%-4%-92%-75%-99%-100% 
Peers Max Drawdown������ 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 

[1] Cumulative total returns since the beginning of 2020
[2] Peers: QCOM, FSLR, SLAB, POWI, AMBQ.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/23/2025 (YTD)

How Low Can It Go

Unique KeyEventSUNES&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-97.1%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven3371.2%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-44.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven80.3%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven118 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-60.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven155.2%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven304 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-39.1%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven64.1%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven270 days1,480 days

Compare to QCOM, FSLR, SLAB, POWI, AMBQ

In The Past

SUNation Energy's stock fell -97.1% during the 2022 Inflation Shock from a high on 10/18/2021. A -97.1% loss requires a 3371.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About SUNation Energy (SUNE)

SunEdison, Inc. develops, manufactures, and sells silicon wafers to the semiconductor industry. The company operates through three segments: Solar Energy, TerraForm Power, and Semiconductor Materials. The Solar Energy segment provides solar energy services that integrate the design, installation, financing, monitoring, operations, and maintenance portions of the downstream solar market. It also manufactures polysilicon, silicon wafers, and solar modules. As of December 31, 2014, this segment had interconnected approximately 974 solar power systems representing 2.35 gigawatts of solar energy generating capacity. The TerraForm Power Segment owns and operates clean power generation assets that sell electricity through long-term power purchase agreements to utility, commercial, and residential customers. The Semiconductor Materials segment manufactures and sells silicon wafers to the semiconductor industry, such as prime and test/monitor wafers; polished wafers for various applications, including memory, analog, RF devices, digital signal processors, and power devices; EPI wafers; and silicon-on-insulator wafers that enhances switching speeds and the performance of RF devices, such as power amplifiers, switches, and sensors. Its wafers are used as starting materials for the manufacture of various types of semiconductor devices, including microprocessor, memory, logic, and power devices. SunEdison, Inc. serves semiconductor device manufacturers, including the memory, microprocessor, and ASIC manufacturers; foundries; national retail chains and real estate property management firms; federal, state, and municipal governments; and utilities. It markets its products and services primarily through a direct sales force, as well as local or regional solar channel partners. The company was formerly known as MEMC Electronic Materials, Inc. and changed its name to SunEdison, Inc. in May 2013. SunEdison, Inc. was founded in 1984 and is headquartered in Maryland Heights, Missouri.

AI Analysis | Feedback

Analogies for SUNation Energy (SUNE):

  • Tesla for solar panels and home batteries in New York.

AI Analysis | Feedback

  • Residential Solar Installation: Designing and installing solar photovoltaic systems for homes.
  • Commercial Solar Installation: Designing and installing solar photovoltaic systems for businesses and other commercial properties.
  • Battery Storage Solutions: Integration of battery systems to store excess solar energy for later use.
  • Electric Vehicle (EV) Charging Solutions: Installation of home and commercial charging stations for electric vehicles.
  • Solar System Maintenance & Repair: Providing ongoing service, monitoring, and repair for existing solar installations.

AI Analysis | Feedback

SUNation Energy (symbol: SUNE) primarily serves a diverse base of customers, making it most appropriate to describe its customer categories rather than specific major customer companies. Its customer base includes:

  • Residential Homeowners: Individuals who own homes, primarily on Long Island, New York, seeking to install solar photovoltaic systems for energy generation, cost savings on electricity bills, and environmental benefits. This segment typically represents a significant portion of a local solar installer's customer volume.

  • Commercial & Institutional Clients: Businesses, non-profit organizations, educational institutions, and other commercial entities (e.g., offices, retail stores, manufacturing facilities, schools) located within SUNation's service area. These clients often pursue solar solutions for their operational energy needs, sustainability objectives, and long-term utility cost reductions.

AI Analysis | Feedback

  • Enphase Energy (ENPH)
  • Generac Holdings Inc. (GNRC)
  • Hanwha Solutions (KRX: 009830)

AI Analysis | Feedback

Scott Maskin, Chief Executive Officer

Scott Maskin co-founded SUNation Solar Systems in 2003 and assumed the role of permanent Chief Executive Officer on December 10, 2024, after serving as interim CEO since May 2024. He possesses over 20 years of experience in the residential and commercial solar, battery storage, and photovoltaic service industries. Prior to co-founding SUNation, Mr. Maskin established his own electrical contracting business in 1994, having obtained his Master Electrician's license in the same year. His hands-on approach has been instrumental in driving SUNation's growth and branding.

James R. Brennan, Chief Financial Officer and Chief Operating Officer

James R. Brennan assumed the additional responsibilities of Chief Financial Officer on March 5, 2025, while retaining his role as Chief Operating Officer. Mr. Brennan joined SUNation in 2015 and was appointed Chief Operating Officer in 2022. He brings over 30 years of domestic and international experience in M&A, finance, strategy, corporate development, sales, and marketing. As a military veteran and experienced entrepreneur and investment banker, he has a strong record of results-driven business execution and deal-making. His background includes successfully leading three turn-around projects, founding several companies, and leading the acquisition or sale of numerous companies. He also managed a team at a Fortune 500 company responsible for hundreds of technology projects and the launch of several mobile computing products. Mr. Brennan has held executive roles at a predictive analytics company, an M&A advisory firm, a mobile and wireless healthcare technology solutions company, and multiple clinical software and device companies. He earned an MBA in Finance from New York University Stern School of Business and a Bachelor of Science in Electrical Engineering from Cornell University.

Kristin A. Hlavka, Corporate Controller and Principal Accounting Officer

Kristin A. Hlavka was appointed Corporate Controller of Pineapple Energy (which later became SUNation Energy) in March 2022. She previously served as Corporate Controller of Communications Systems, Inc. from May 2011 until its merger with Pineapple Energy in March 2022, and as Assistant Corporate Controller from July 2008 to April 2011. Prior to that, she was an auditor for Deloitte and Touche LLP.

Erin MacGrady, Vice President of Corporate Human Resources

Erin MacGrady is a seasoned HR professional with over 30 years of experience, responsible for recruiting, interviewing, hiring, and overseeing staff in both New York and Hawaii. Her previous role was Regional HR Business Partner at Belk Department Stores.

John Mucci, General Manager of New York Operations

John Mucci brings over 30 years of experience in leadership, executing strategic initiatives, and establishing key alliances. Previously at SUNation, he served as the Chief Operating Officer and General Manager of Commercial Solar. Before joining SUNation, he was the Chief Operating Officer for Rochem International, Inc. for 11 years, specializing in new business development, strategic planning, and automation, contributing to its growth from $3 million to $88 million in revenue.

AI Analysis | Feedback

The key risks to SUNation Energy (SUNE) are:

  1. Lack of Consistent Profitability and Financial Health: SUNation Energy has consistently experienced negative net income and free cash flow, raising concerns about its long-term viability. The company's operating losses widened in 2024, and it has historically carried a high debt-to-equity ratio, although recent efforts have been made to reduce debt. This financial instability is compounded by low working capital and potential cash flow issues, and earnings have declined by 12.7% per year over the past five years.
  2. Stock Price Volatility and Shareholder Dilution: The market price for SUNation Energy's common stock has been highly volatile, experiencing significant fluctuations in price and volume that are often unrelated to the company's operational performance. The potential for future sales of company shares could further depress the stock price. Additionally, existing shareholders have faced substantial dilution in the past year due to the issuance of new shares. The company has also previously faced risks of delisting from Nasdaq due to bid price and public interest concerns.
  3. Intense Competition, Execution Risks with Acquisitions, and Macroeconomic Factors: SUNation Energy operates in a highly competitive solar industry, which can pressure profit margins. The company faces significant execution challenges in integrating new businesses acquired as part of its growth strategy, potentially leading to unforeseen difficulties, diversion of management attention, and poor asset quality. Its limited geographic footprint also restricts its ability to achieve economies of scale. Furthermore, macroeconomic risks, such as tariffs on solar components and interest rate volatility, can impact project economics. The business is also exposed to the increasing frequency and severity of weather events due to climate change, which could disrupt operational schedules and energy infrastructure, and the threat of cyberattacks against utility companies poses a risk to operations and service reliability.

AI Analysis | Feedback

  • Adverse Changes to Net Metering or Solar Incentive Policies: SUNation Energy operates in states like New York, Florida, and New Jersey. These states, and many others, are continually re-evaluating and modifying their net metering rules and other solar incentive programs (e.g., state tax credits, Renewable Energy Credits). Any unfavorable changes to these policies in SUNE's primary markets could significantly reduce the financial attractiveness of solar installations for customers, directly impacting demand and overall profitability. This is an ongoing legislative and regulatory risk that can emerge and be enacted with relatively short notice, profoundly altering the market landscape.
  • Sustained High Interest Rates and Impact on Financing: A significant portion of residential and commercial solar installations are financed through consumer loans or leases. While interest rates have already risen, the sustained period of higher rates, and the potential for further tightening, represents a clear emerging threat. Elevated interest rates directly increase the cost of financing for consumers, making solar systems more expensive and extending their payback periods. This can dampen consumer demand and reduce the overall addressable market for SUNation Energy, particularly for customers reliant on financing to afford their solar installations. The full, long-term impact of this elevated cost of capital on consumer behavior continues to unfold.

    • AI Analysis | Feedback

    The addressable markets for SUNation Energy's main products and services in the U.S. are substantial, primarily driven by the growing demand for renewable energy and backup power solutions.

    Solar Energy Systems

    The U.S. solar PV market was estimated at USD 29.68 billion in 2022 and is projected to grow to USD 96.63 billion in 2023. It is expected to reach USD 96.6 billion by 2030, with a compound annual growth rate (CAGR) of 13.7% from 2023 to 2030. Another estimate values the U.S. solar power market at USD 53.45 billion in 2024, with a projection to reach USD 123.86 billion by 2032, growing at a CAGR of 11.19% during 2025–2032. The broader U.S. solar energy solutions market, which includes photovoltaic cells and concentrated solar power systems, was valued at USD 31.21 billion in 2023 and is anticipated to reach USD 98.86 billion by 2033, exhibiting a CAGR of 12.22% from 2023 to 2033.

    Battery Storage Systems

    The USA Residential Energy Storage Market is valued at USD 2.5 billion. More specifically, the U.S. residential lithium-ion battery energy storage systems market generated USD 943.4 million in revenue in 2023 and is expected to reach USD 6,864.3 million by 2030, with a CAGR of 32.8% from 2024 to 2030. Another report indicates the U.S. Residential Lithium-ion Battery Energy Storage System Market size was USD 1,520.00 million in 2024, projected to grow to USD 5,092.26 million by 2032 at a CAGR of 14.36%. The U.S. residential energy storage market in its entirety is estimated at approximately USD 137.2 million in 2024 and is forecast to reach USD 603.6 million by 2030, with a CAGR of 28.0% over the period of 2024–2030.

    Electric Vehicle (EV) Charging Infrastructure (Residential)

    The U.S. electric vehicle charging infrastructure market size was valued at USD 5.09 billion in 2024 and is projected to grow at a CAGR of 30.3% from 2025 to 2030, reaching USD 24.07 billion by 2030. Residential EV chargers offer significant growth potential due to their affordability and convenience. The global residential EV charging station market was valued at USD 5.4 billion in 2022 and is projected to reach USD 101 billion by 2032, at a CAGR of 36.1% from 2023 to 2032. Specifically for the residential segment, the EV charging market in the U.S. is valued at USD 9.68 billion in 2025 and is forecast to reach approximately USD 32.12 billion by 2030, advancing at a 27.11% CAGR.

    AI Analysis | Feedback

    Here are 3-5 expected drivers of future revenue growth for SUNation Energy (SUNE) over the next 2-3 years:

    1. Increased Residential Demand for Solar and Battery Storage Solutions: SUNation Energy has observed an increased residential demand for solar and battery storage, contributing to its financial results and projecting future sales growth. The company anticipates its total sales for fiscal year 2025 to rise by 14% to 23% compared to fiscal year 2024, accompanied by positive adjusted EBITDA.
    2. Geographic Expansion and Market Penetration: The company is actively pursuing growth by expanding its presence through leading local and regional solar, storage, and energy services companies across the nation. SUNation Energy is currently active in significant markets including New York, Florida, and Hawaii, indicating a strategy of "grass-roots growth" for solar electricity combined with battery storage solutions.
    3. Advancement and Offering of Energy Management Software and Hardware: SUNation Energy is involved in developing and providing energy management software and hardware, such as control devices for solar systems integrated with batteries. This focus on technological innovation and integrated energy solutions presents a potential driver for new revenue streams.
    4. Strategic Transactions and Acquisitions: The company is strategically positioned for growth through "potential strategic transactions," as indicated by a recent $20 million direct offering. The proceeds from this offering are allocated for operational funding, working capital, and strategic transactions. This suggests that acquisitions or significant partnerships could serve as a key driver for expanding its market share and revenue base.

    AI Analysis | Feedback

    Share Issuance

    • In February 2025, SUNation Energy secured approximately $20 million in gross proceeds through a registered direct offering to institutional investors, involving the sale of over 17 million shares and warrants. The offering was planned in two parts, with about $15 million from the initial closing and up to $5 million from a second closing contingent upon stockholder approval, with proceeds allocated for operational funding, working capital, potential strategic transactions, debt obligations, and other corporate purposes.
    • The company also generated $509,076 in gross proceeds from the sale of 206,085 shares of common stock through an At the Market Offering Agreement with Roth Capital Partners, LLC.
    • In August 2025, SUNation Energy Inc. filed a Follow-on Equity Offering amounting to $30 million.

    Inbound Investments

    • Institutional investors made a securities purchase agreement with SUNation Energy in February 2025 for a registered direct offering totaling approximately $20 million.
    • SUNation Energy received a $1,000,000 loan from Conduit Capital U.S. Holdings LLC, for which Series D Preferred Stock was issued as additional collateral.

    Better Bets than SUNation Energy (SUNE)

    Latest Trefis Analyses

    TitleTopic
    0DASHBOARDS 
    1SUNation Energy Earnings Notes 
    Title
    0ARTICLES

    Trade Ideas

    Select ideas related to SUNE. For more, see Trefis Trade Ideas.

    Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
    ENPH_11302025_Dip_Buyer_High_CFO_Margins_ExInd_DE11302025ENPHEnphase EnergyDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
    Buying dips for companies with significant cash flows from operations and reasonable debt / market cap    		11.7%11.7%-0.9%
    PD_11262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11262025PDPagerDutyDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
    Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap    		10.2%10.2%0.0%
    CRM_11212025_Dip_Buyer_FCFYield11212025CRMSalesforceDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
    Buying dips for companies with high FCF yield and meaningfully high operating margin    		16.2%16.2%-0.1%
    HUBS_11212025_Dip_Buyer_High_CFO_Margins_ExInd_DE11212025HUBSHubSpotDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
    Buying dips for companies with significant cash flows from operations and reasonable debt / market cap    		11.7%11.7%0.0%
    FIVN_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025FIVNFive9Dip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
    Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap    		4.2%4.2%0.0%

    Recent Active Movers

    More From Trefis

    Research & Analysis

    Invest in Strategies

    Wealth Management

    Peer Comparisons for SUNation Energy

    Peers to compare with:

    Financials

    SUNEQCOMFSLRSLABPOWIAMBQMedian
    NameSUNation.Qualcomm First So.Silicon .Power In.Ambiq Mi. 
    Mkt Price1.13174.75269.39135.3437.0630.4186.20
    Mkt Cap0.0188.428.94.42.10.43.3
    Rev LTM6044,2844,34374344672594
    Op Inc LTM-712,3941,362-965-38-1
    FCF LTM-312,820-9437480-2135
    FCF 3Y Avg-311,277-557-165--1
    CFO LTM-314,01229997100-1599
    CFO 3Y Avg-312,5047621985-85

    Growth & Margins

    SUNEQCOMFSLRSLABPOWIAMBQMedian
    NameSUNation.Qualcomm First So.Silicon .Power In.Ambiq Mi. 
    Rev Chg LTM-1.4%13.7%15.4%47.1%10.5%-13.7%
    Rev Chg 3Y Avg208.3%1.2%20.6%-0.7%-12.3%-1.2%
    Rev Chg Q29.0%10.0%8.6%23.8%2.7%-10.4%9.3%
    QoQ Delta Rev Chg LTM7.7%2.4%2.0%5.6%0.7%-2.8%2.2%
    Op Mgn LTM-12.4%28.0%31.3%-12.9%1.2%-52.6%-5.6%
    Op Mgn 3Y Avg-11.7%25.9%22.9%-15.6%5.4%-5.4%
    QoQ Delta Op Mgn LTM3.4%-0.2%-0.9%3.2%-3.5%-1.4%-0.6%
    CFO/Rev LTM-5.1%31.6%6.9%13.1%22.5%-21.2%10.0%
    CFO/Rev 3Y Avg-4.9%31.5%21.7%2.8%19.4%-19.4%
    FCF/Rev LTM-5.1%28.9%-21.7%9.9%17.9%-29.8%2.4%
    FCF/Rev 3Y Avg-5.2%28.4%-14.8%0.1%14.8%-0.1%

    Valuation

    SUNEQCOMFSLRSLABPOWIAMBQMedian
    NameSUNation.Qualcomm First So.Silicon .Power In.Ambiq Mi. 
    Mkt Cap0.0188.428.94.42.10.43.3
    P/S0.14.36.76.04.65.34.9
    P/EBIT-0.214.120.9-54.0387.3-10.07.0
    P/E-0.234.023.0-51.6115.2-10.511.4
    P/CFO-1.313.496.745.620.7-24.817.1
    Total Yield-527.8%5.0%4.4%-1.9%3.2%-9.5%0.6%
    Dividend Yield0.0%2.0%0.0%0.0%2.3%0.0%0.0%
    FCF Yield 3Y Avg-102.5%7.0%-2.6%-0.1%2.2%--0.1%
    D/E2.70.10.00.00.00.00.0
    Net D/E1.30.0-0.0-0.1-0.1-0.4-0.1

    Returns

    SUNEQCOMFSLRSLABPOWIAMBQMedian
    NameSUNation.Qualcomm First So.Silicon .Power In.Ambiq Mi. 
    1M Rtn-11.7%7.6%7.8%11.9%12.8%29.8%9.9%
    3M Rtn-18.7%3.6%24.9%1.4%-10.2%-5.6%-2.1%
    6M Rtn-31.1%13.4%78.2%-8.6%-33.1%--8.6%
    12M Rtn-99.8%12.9%44.6%7.0%-39.5%-7.0%
    3Y Rtn-100.0%68.8%71.9%0.5%-46.5%-0.5%
    1M Excs Rtn-16.4%2.9%3.1%7.3%8.2%25.2%5.2%
    3M Excs Rtn-26.2%-2.9%18.8%-1.6%-12.7%-7.2%-5.1%
    6M Excs Rtn-42.4%-0.1%63.0%-22.4%-46.5%--22.4%
    12M Excs Rtn-117.6%1.0%35.4%-8.5%-56.1%--8.5%
    3Y Excs Rtn-179.4%-16.0%-5.7%-80.9%-125.6%--80.9%

    Financials

    Price Behavior

    Price Behavior
    Market Price$1.13 
    Market Cap ($ Bil)0.0 
    First Trading Date12/29/2006 
    Distance from 52W High-99.8% 
       50 Days200 Days
    DMA Price$1.34$9.25
    DMA Trenddowndown
    Distance from DMA-15.5%-87.8%
     3M1YR
    Volatility80.8%223.3%
    Downside Capture358.19721.86
    Upside Capture200.4322.78
    Correlation (SPY)59.4%17.1%
    SUNE Betas & Captures as of 11/30/2025

     1M2M3M6M1Y3Y
    Beta5.194.133.853.421.871.26
    Up Beta9.618.968.336.46-1.04-0.78
    Down Beta3.624.164.014.074.003.00
    Up Capture412%255%192%177%2%-6%
    Bmk +ve Days13263974142427
    Stock +ve Days817245091279
    Down Capture403%278%269%226%171%112%
    Bmk -ve Days7162452107323
    Stock -ve Days12243565146430

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
     Comparison of SUNE With Other Asset Classes (Last 1Y)
     SUNESector ETFEquityGoldCommoditiesReal EstateBitcoin
    Annualized Return-99.8%26.5%18.8%72.9%9.0%3.7%-11.4%
    Annualized Volatility222.1%27.6%19.5%19.2%15.3%17.2%35.0%
    Sharpe Ratio-1.550.830.762.720.360.05-0.14
    Correlation With Other Assets 20.6%17.1%-1.9%10.7%15.6%0.8%

    ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
     Comparison of SUNE With Other Asset Classes (Last 5Y)
     SUNESector ETFEquityGoldCommoditiesReal EstateBitcoin
    Annualized Return-93.7%19.1%14.8%18.9%11.8%4.7%35.5%
    Annualized Volatility178.4%24.7%17.1%15.5%18.7%18.9%48.9%
    Sharpe Ratio-0.700.700.700.980.510.160.62
    Correlation With Other Assets 11.8%11.2%1.3%8.1%6.6%5.9%

    ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
     Comparison of SUNE With Other Asset Classes (Last 10Y)
     SUNESector ETFEquityGoldCommoditiesReal EstateBitcoin
    Annualized Return-75.9%22.4%14.8%15.1%6.8%5.4%69.1%
    Annualized Volatility131.7%24.2%18.0%14.8%17.6%20.8%55.8%
    Sharpe Ratio-0.460.850.710.850.310.230.90
    Correlation With Other Assets 11.5%11.0%0.6%7.4%7.7%4.3%

    ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date11282025
    Short Interest: Shares Quantity82,599
    Short Interest: % Change Since 11152025-16.1%
    Average Daily Volume62,390
    Days-to-Cover Short Interest1.32
    Basic Shares Quantity3,406,614
    Short % of Basic Shares2.4%

    Earnings Returns History

    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    8/18/2025-7.6%-3.8%-10.1%
    5/16/2025-2.3%-14.2%-6.2%
    3/28/2024-7.4%-1.5%-9.0%
    11/13/20231.0%-8.5%-5.2%
    8/11/2023-8.1%-19.4%-22.4%
    3/31/202311.6%-2.5%-3.2%
    2/9/20221.8%10.9%-9.0%
    11/5/20204.6%9.8%21.0%
    ...
    SUMMARY STATS   
    # Positive521
    # Negative478
    Median Positive4.6%10.4%21.0%
    Median Negative-7.5%-8.5%-7.6%
    Max Positive11.6%10.9%21.0%
    Max Negative-8.1%-19.4%-22.4%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    93020251107202510-Q 9/30/2025
    6302025815202510-Q 6/30/2025
    3312025515202510-Q 3/31/2025
    12312024415202510-K 12/31/2024
    93020241114202410-Q 9/30/2024
    6302024819202410-Q 6/30/2024
    3312024510202410-Q 3/31/2024
    12312023401202410-K 12/31/2023
    93020231113202310-Q 9/30/2023
    6302023814202310-Q 6/30/2023
    3312023512202310-Q 3/31/2023
    12312022414202310-K 12/31/2022
    93020221114202210-Q 9/30/2022
    6302022822202210-Q 6/30/2022
    3312022523202210-Q 3/31/2022
    630202111122021S-4 6/30/2021

    External Quote Links


    Prefer one of these to Trefis? Tell us why.