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Boost Run Inc.BRUNCompetitor analysis, valuation and peers

United States · USD·Information Technology›Packaged Software

Provides GPU/CPU cloud infrastructure and managed Kubernetes for enterprise AI and HPC compute workloads.

≈ A smaller CoreWeaveMomentum laggard 1
Mkt cap
$511M
US dollars, full cap
Free float
63%
of shares outstanding
$/day
$33.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-16.0 pp
WACC 13.2%
Hurdle
n/a
no reverse DCF
Next earnings
26 days
2 Dec 2026
Close · USD$6.09
1D+9.5%
1W-14.5%
1M-49.7%
3M-65.2%
6M-67.7%
YTD-51.8%
1Y-51.1%
ATR %18.5%
Beta2.75
52w lowhigh85.5% off high

What Boost Run does

Provides GPU/CPU cloud infrastructure and managed Kubernetes for enterprise AI and HPC compute workloads.

In one line: A smaller CoreWeave.

Products and services

  • GPU compute clusters
  • CPU nodes
  • Managed Kubernetes
  • Shared storage

Customers

  • Enterprise AI/ML teams
  • HPC workloads

Where it sits in the supply chain

  • AI infrastructure
  • GPU cloud/data centers
  • Managed compute & storage

What could go right

  • AI compute demand backlog
  • New data-center buildouts

What could go wrong

  • Capital-intensive buildout funded by debt
  • GPU/customer concentration

Moat: narrow (scale, installed base). Long-term prepaid GPU contracts and NVIDIA validation lock in early AI-infrastructure customers.

Employees: 3

Named competitors

Boost Run at a glance

Size Boost Run (BRUN) is a United States Information Technology company (Packaged Software) with a market value of $511M, the 2681st largest of 3,117 United States companies the cockpit tracks. Shares closed at $6.09 on 6 Nov 2026.

Performance Over six months the shares fell 67.7%, against -22.4% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 21 in its peer set.

Growth The operating margin is -47.1% (peer median -6.1%).

Valuation It trades at 26.6× enterprise value to sales against a peer median of 5.5× (most expensive of 19).

Capital Return on invested capital runs 16.0 points below its cost of capital (13.2% WACC).

Short interest Short interest is 12.6% of the free float (15 Oct 2026).

Next results Next results expected around 2 Dec 2026 (exchange calendar; dates can move).

Relative performance

5010015011 May 202611 Aug 20266 Nov 2026Peer median 77BRUN 29
Six months, rebased to 100: Boost Run against the median of its 20 peers (local-currency closes).

Boost Run financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024
Revenue$31.1M$0$0
Revenue growth———
Gross profit$11.3M$0$0
EBITDA$3.48M-$2.02M-$167,030
Net income-$74.1M$3.44M$116,890
Free cash flow$76.7M-$1.05M-$457,170
Capital expenditure$36.9M$0$0
Total debt$436M$0$0

Quarterly statements and history in the cockpit →

Boost Run competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-60%-40%-20%0%+20%-40%-20%0%TOM23005503005710029953003993002903011573005889890NRDS6657300352IVUNEXNIIIV300663301315CSHR7595BRUN6-month return →1-month return →
Up and to the right = strong over both horizons. Boost Run is the large dot.

Boost Run competitors and peer comparison

Head to head with its named competitors (BRUN vs CRWV vs NBIS vs ORCL)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Boost Run BRUN$511M-68%n/a-47%26.6×5.3%
CoreWeave CRWV$25.6B-59%+115%-3%9.3×n/a
NBIS NBIS$35.2B-8%+461%-49%27.5×n/a
Oracle ORCL$351B-41%+22%34%6.8×n/a

How Boost Run compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Boost Run against its 20 peers (data as of 6 Nov 2026)
MeasureBRUNPeer medianRank in peer set
1-month return-49.7%-5.9%lowest of 21
6-month return-67.7%-22.4%lowest of 21
Distance from 52-week high-85.5%-49.6%lowest of 21
Operating margin-47.1%-6.1%3rd lowest of 20
EV / Sales26.6×5.5×most expensive of 19
Growth the price implies (Req g, 7 yrs)5.3%6.8%4th least demanding of 12
ROIC minus cost of capital-16.0 pp-9.8 pp9th lowest of 20
Net debt / EBITDA90.9×-1.2×most indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Boost Run BRUNUnited States$511M-68%n/a-47%26.6×5.3%n/a
TomTom TOM2.ASNetherlands$511M-23%-7%12%0.5×-10.1%+1.0%
Heren Health 300550.SZChina$510M+18%-4%-11%7.8×43.2%-0.9%
Hangzhou Anysoft Information Technology 300571.SZChina$512M-45%-12%-14%6.0×n/an/a
Beijing Quanshi World Online Network Information 002995.SZChina$508M-15%-19%-13%3.2×5.3%-19.1%
Jiangxi Tianli Technology 300399.SZChina$514M-21%+6%2%6.3×n/an/a
Bringspring Science & Technology 300290.SZChina$506M-66%-6%-13%5.0×n/an/a
Hangzhou Huasu Technology 301157.SZChina$516M-19%+16%5%9.4×n/an/a
Xinjiang Sailing Information Technology 300588.SZChina$505M-25%+19%-17%14.9×n/an/a
Tanwan 9890.HKHong Kong$517M-52%-4%-6%n/an/an/a
NerdWallet NRDSUnited States$504M-14%+12%11%0.5×-12.6%+27.8%
Baiwang 6657.HKHong Kong$504M-13%-3%-11%4.6×n/an/a
Beijing VRV Software 300352.SZChina$518M-67%+28%-110%10.6×58.4%-13.7%
IVU Traffic Technologies IVU.DEGermany$518M+40%+10%13%2.7×6.8%+10.2%
Nexxen International NEXNUnited States$503M+15%+3%5%1.1×6.3%+11.5%
i3 Verticals IIIVUnited States$502M-10%-8%3%3.4×31.2%+7.3%
JinXianDai Information Industry 300830.SZChina$502M-29%-20%-42%9.4×17.7%-8.8%
Client Service International 300663.SZChina$499M-45%-29%-85%9.0×30.0%-10.7%
Shanghai Wisdom Information Technology 301315.SZChina$499M-26%-15%4%12.6×n/an/a
CoinShares CSHRUnited States$498M-36%n/an/an/an/an/a
Argo Graphics 7595.TJapan$525M-10%+5%15%0.8×-10.9%+10.5%

Questions

Who are Boost Run's main competitors?
Named competitors: CoreWeave (CRWV), Nebius Group (NBIS), Crusoe Energy (private or unlisted), Lambda (private or unlisted), Oracle Cloud (ORCL). The cockpit's measured peer set (industry) also includes TomTom (TOM2.AS), Heren Health (300550.SZ), Hangzhou Anysoft Information Technology (300571.SZ), Beijing Quanshi World Online Network Information (002995.SZ), Jiangxi Tianli Technology (300399.SZ), Bringspring Science & Technology (300290.SZ).
Is Boost Run expensive compared with its peers?
On ev / sales it trades at 26.6× against a peer median of 5.5×, most expensive of 19 in its peer set.
How has Boost Run stock performed?
Over six months to 6 Nov 2026 the shares returned -67.7% against -22.4% for the median peer; over one year -51.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.