debt_leverage_profile
0.28x Total Debt / Equity (Conservative)
High
SEC-XBRL
interest_rate_sensitivity
High sensitivity; rising rates compress residential solar loan affordability, reducing demand. 200bps rate rise estimated to reduce qualified leads by 15-25%.
Inferred
Agent_Inference
geopolitical_supply_exposure
Medium intensity; US-China trade tariffs on metals and components disrupt supply chains.
Medium
GICS-commodity-overlay-v1
supply_chain_dependency
1) Chinese solar panel manufacturing (Xinjiang polysilicon); 2) Taiwan/Southeast Asia semiconductor supply for inverters and battery management systems.
Inferred
Agent_Inference
international_expansion_readiness
null
Inferred
Agent_Inference
geographic_footprint
Operates exclusively in Long Island and NYC metro area, New York State; zero international revenue exposure; no sovereign currency devaluation risk applicable.
Inferred
Agent_Inference
commodity_exposure_profile
Medium intensity; commodities: Steel, Aluminum, Copper, Crude Oil (fuel), Rare Earth Elements, Plastics/Resins; geopolitical: US-China trade tariffs on metals and components disrupt supply chains.
Medium
GICS-commodity-overlay-v1
vendor_lock_dependency_score
High dependency on SunPower/Sunrun panel supply and Enphase/SolarEdge inverters; either could represent >30% of hardware COGS with limited short-term substitutability.
Inferred
Agent_Inference
business_model_type_primary
Minimal cloud infrastructure risk; operations rely on CRM and project management SaaS tools, not proprietary cloud workloads. 30-day termination would cause workflow disruption, not existential failure.
Inferred
Agent_Inference
business_model_type_secondary
Residential and commercial solar installation and EV charging contractor with recurring maintenance/monitoring revenue as secondary model.
Inferred
Agent_Inference
switching_cost_profile
Low API coupling risk; uses standard third-party CRM/ERP integrations. No proprietary API dependencies identified; switching cost is primarily operational retraining, not technical lock-in.
Inferred
Agent_Inference
howey_test_risk_index
Low Howey Test risk; revenue derives from tangible solar installation services and equipment sales, not investment contracts or profit-sharing schemes.
Inferred
Agent_Inference
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Low GDPR exposure (no EU operations); moderate CCPA exposure given California-style NY consumer data laws. Customer energy data collection requires compliant privacy notices.
Inferred
Agent_Inference
antitrust_exposure_flag
Low antitrust risk; operates in fragmented regional residential solar market with numerous competitors including national players (Sunrun, Tesla Energy).
Inferred
Agent_Inference
regulatory_exposure_profile
Medium burden; regimes: FAA, DOT, OSHA, EPA, ITAR, FTC; Export controls and defense procurement rules create contract concentration risk.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
Predominantly transactional (~80-85% project-based installation revenue); recurring revenue ~15-20% from monitoring, maintenance contracts, and service agreements.
Inferred
Agent_Inference
monetization_vector
Primary: per-project installation fees. Secondary: recurring O&M service contracts and monitoring subscriptions post-installation.
Inferred
Agent_Inference
pricing_architecture
Cost-plus project pricing tied to equipment and labor costs; vulnerable to panel/inverter cost inflation and competitive undercutting by national installers with greater purchasing scale.
Inferred
Agent_Inference
pricing_power_rating
Moderate (5/10); regional brand and service reputation provide modest premium, but commodity equipment and ITC incentive normalization limit sustained price increases.
Inferred
Agent_Inference
target_gross_margin_bracket
38.3% Gross Margin (Moderate (20-40%))
High
SEC-XBRL
churn_vulnerability_index
Low free-rider risk; solar installations are capital purchases. Post-sale churn on service contracts is moderate (~30-40% of customers opt out of recurring monitoring plans).
Inferred
Agent_Inference
headcount_cost_structure
Revenue growth is largely headcount-linear; installation crews, project managers, and electricians scale proportionally with project volume. Limited software-driven leverage.
Inferred
Agent_Inference
marginal_cost_of_growth
High marginal cost; doubling revenue requires near-doubling of certified installation labor, fleet, and permitting staff. Sublinear scaling only achievable through acquisitions.
Inferred
Agent_Inference
franchise_compliance_risk
null
Inferred
Agent_Inference
customer_acquisition_metric
At 10x scale, CAC would likely rise significantly due to Long Island market saturation; addressable household penetration limits suggest geographic expansion required beyond current model.
Inferred
Agent_Inference
network_effect_present
Minimal network effects; referral-driven customer acquisition provides weak local social proof effect but no platform or data network effect. Durability is low.
Inferred
Agent_Inference
asset_efficiency_ratio
-22.5% Return on Assets (Negative equity)
High
SEC-XBRL
recession_resistance_tier
Tier 3 (cyclical); discretionary capital expenditure nature of residential solar makes demand highly sensitive to consumer confidence, home equity access, and financing availability.
Inferred
Agent_Inference
customer_segment_primary
Residential homeowners in Long Island/NYC metro; moderate concentration risk as top geography represents ~100% of revenue with limited diversification.
Inferred
Agent_Inference
customer_segment_secondary
Commercial and municipal clients (schools, small businesses) in New York State; smaller revenue share but higher average contract value and longer-term relationships.
Inferred
Agent_Inference
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "17-0000 Architecture and Engineering Occupations", "23-0000 Legal Occupations", "33-0000 Protective Service Occupations", "37-0000 Building and Grounds Cleaning and Maintenance Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "47-0000 Construction and Extraction Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "51-0000 Production Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.3 (HIL — ~30% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v1
capital_expenditure_profile
0.0% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
sec_cik
0000022701
High
SEC-EDGAR
ticker
SUNE
High
SEC-EDGAR