Balance Labs

Dated answer · 2026-09-01

RUN or SMH: which is the higher-quality business?

Same dated snapshot (2026-09-01): RUN scores 100/100 vs SMH 100/100 on the rule-based Berkshire checklist (very high vs very high band). Quality grades the business only — the lower-quality name can still be the better deal at the right price.

Snapshot2026-09-01 · source: yahoo
RUN (Sunrun)SMH (Semiconductor ETF)
Market / sectorus · Utilitiesus · ETF
Price$9.13$555.77
Quality score100/100100/100
Engine signalWAIT · 301 bars · uPnL +0.0%LONG · 308 bars · uPnL +120.8%
Total return+3.8%+120.8%

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Balance Labs Research Desk (2026-09-01). "RUN or SMH: which is the higher-quality business?." balancelabs.app · https://balancelabs.app/stocks/compare/run-vs-smh/q/run-or-smh-higher-quality · CC BY 4.0

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← RUN vs SMH · snapshot 2026-09-01 · not investment advice