How LightReach stacks up against every major TPO provider in the market.
LightReach ABS priced tighter than Sunrun (240), SunStrong (235), and GoodLeap (265). Wall Street trusts our paper more than anyone's.
Three deals — Sabal 2025-1, 2025-2, and 2026-1. ~59,040 contracts. WA FICO 751. KBRA A- rated. Serial issuer status.
Broadest geographic footprint of any rising TPO provider. GoodLeap covers only 15 states with ~250 EPCs.
Stock crashed 28-37% (Feb 2026). NSV collapsed 30%. Cutting 40%+ affiliate volume. $14.7B total debt, ~$1B/yr interest. Altman Z-Score -0.47. Selling assets to third parties. Their affiliate cuts = your recruiting opportunity.
Loan company trying to be TPO. All 3 rating agencies downgrading loan ABS. Retreating from FL & TX. FBI fraud investigation. MN AG lawsuit ($33M). 1,076 BBB complaints. Only 15 states, ~250 EPCs.
Battery-as-a-service startup. $4B valuation, $1.3B funding. TX-only but expanding nationally. Lennar partnership threatens new homes channel. Battery-only — no full solar TPO.
Solar 3.0 = long-term customer value, not just customer acquisition.
World's most popular clean lifestyle media platform. 40M+ monthly users. Acquired Nov 2025. Powers lead-gen campaigns for all EPC partners. No competitor has this.
Backup Energy Lease (standalone storage), Generator Lease, Water Heater Lease, HVAC Lease (Comfort Plan). Cross-sell across the 25-year contract life.
Competitors just acquire and flip. LightReach creates long-term customer value with multiple revenue streams for EPCs over 25 years. That's why Wall Street prices us tighter.
Detailed market analysis, pricing comparisons, and competitor deep dives available through your LightReach Regional Manager.