ARX vs NP
Accelerant Holdings and Neptune Insurance Holdings Inc., both Financial Services
Accelerant Holdings is the larger company at $4.3B against $3.9B. Over the past year ARX returned +69% against +10% for NP.
| Figure | ARX | Both figures drawn to one scale | NP |
|---|---|---|---|
| Last close | $19.88 | $27.90 | |
| Market cap | $4.3B | $3.9B | |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | n/a | 77.5 | |
| Revenue growthlast twelve months on the year before | +55% | n/a | |
| Insiders, 12 monthsopen-market Form 4 trades | sold $20M net | sold $430M net | |
| Short interestof shares outstanding | 1.4% | 1.6% | |
| 1-year return | +69% | +10% |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Accelerant Holdings
Revenue of $357M in the quarter to Jun 30, 2026, net income $80M. Its largest reported line is North America, 72% of the disclosed total.
Neptune Insurance Holdings Inc.
Revenue of $60M in the quarter to Sep 30, 2026, net income $17M. Its largest reported line is Commission Income, 76% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.