Accelerant (ARX) vs Neptune Insurance (NP)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Accelerant (ARX) has outperformed Neptune Insurance (NP) over the past year, gaining 37.4% versus a gain of 1.8%. Accelerant is the larger company by market cap ($4.29 billion vs $3.82 billion), about 1.1 times the size. On valuation, Accelerant trades at a lower forward P/E (21.0x vs 41.3x for Neptune Insurance).
Neptune Insurance converts more of its revenue into profit, with a net margin of 23.4% versus -147.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARX | NP |
|---|---|---|
| Share price | $19.75 | $27.86 |
| Market cap | $4.29B | $3.82B |
| 1-day change | +0.10% | +2.46% |
| YTD return | +20.80% | -4.46% |
| 1-year return | +37.44% | +1.75% |
| P/E ratio (TTM) | — | 121.13 |
| Forward P/E | 21.04 | 41.35 |
| EPS (TTM) | $-6.23 | $0.23 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $912.90M | $159.55M |
| Revenue growth (YoY) | +51.49% | +33.74% |
| Net income (latest FY) | $-1.35B | $37.41M |
| Operating margin | — | 44.47% |
| Net margin | -147.35% | 23.45% |
| 52-week high | $19.90 | $35.15 |
| 52-week low | $9.18 | $14.78 |
| Distance from 52-week high | -0.75% | -20.74% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +2.53% | +23.40% |
| Average volume | 3.65M | 578.49K |
| Shares outstanding | 118.55M | 93.80M |
| Employees | 862 | 62 |
| Sector | Finance | Finance |
| Industry | Specialty Insurers | Specialty Insurers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ARX has outperformed NP by 35.7 percentage points over the past year.
- Neptune Insurance is more profitable, keeping 23.4 cents of every revenue dollar as net income versus -147.4 cents for Accelerant.
- Accelerant grew revenue faster in its latest fiscal year (+51.49% vs +33.74%).
About Accelerant
ARX stock →Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. It operates through Exchange Services, MGA Operations, and Underwriting segments.
Finance · Specialty Insurers · 862 employees
About Neptune Insurance
NP stock →Neptune Insurance Holdings Inc., through its subsidiary, Neptune Flood Incorporated, operates as an insurance agency that engages in selling residential and commercial flood insurance policies on behalf of insurance carrier partners in the United States. The company offers primary and excess flood, parametric earthquake, and indemnity earthquake insurance through a network of agencies.
Finance · Specialty Insurers · 62 employees
ARX vs NP FAQ
Which is bigger, Accelerant or Neptune Insurance?
Accelerant (ARX) is larger, with a market capitalization of $4.29B compared with $3.82B for Neptune Insurance (NP).
Which stock has performed better over the past year, ARX or NP?
ARX returned +37.44% over the past 12 months, compared with +1.75% for NP (price return, excluding dividends). Past performance does not predict future results.
Are Accelerant and Neptune Insurance in the same industry?
Yes. Both are classified in the Specialty Insurers industry within the Finance sector.