Companies/Consumer AI/PRIV-RUNW

PRIV-RUNW

Runway

PrivateWatchlist Only

Consumer AI applications·US·New York, NY

Business overview

Direct AI revenue

AI video generation platform with film/post-production traction.

Premium creative AI brand; Gen-3 capability competitive with Sora for some workflows.

Products

Gen-3 Alpha
Editor tools

Customers (1)

Creative pros

Competitors (3)

Composite score

Higher = stronger overall research case

Fundamental51

Technical50

Valuation60

AI relevance50

Risk-adjusted (higher = safer)25

Segment-relative fundamental percentile: 38

Financial summary

Curated, illustrative

Revenue

$100.00M

Growth (YoY)

150.0%

Gross margin

55.0%

Operating margin

-50.0%

FCF

$-100.00M

Capex

$50.00M

Net cash / (debt)

$0.00

ROIC

-30.0%

Customer conc.

Medium

Valuation

Market cap

$3.50B

Enterprise value

$3.50B

P/E (TTM)

—

Forward P/E

—

EV / Sales

—

EV / EBITDA

—

P / FCF

—

PEG

—

Rule of 40

—

Risks

Severity 1 (low) to 5 (severe)

5
Sora competition

Score components

What drove the composite

Growth100

Profitability20

Cash generation20

Balance sheet78

Moat / AI relevance62

Capital intensity (higher = lighter)20

Customer diversification60

Valuation discipline (dilution)42

Trend (MA50/MA200)50

Momentum (3/6/12m)50

Relative strength50

Realized vol (higher = lower vol)50

Segment peers

Other companies in Consumer AI