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NP vs PLMR

NP
Neptune Insurance Holdings Inc.
BEARISH
Price
$25.13
Market Cap
$3.48B
Sector
Financial Services
AI Confidence
85%
PLMR
Palomar Holdings, Inc.
BULLISH
Price
$131.41
Market Cap
$3.51B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
NP
--
PLMR
18.33
Forward P/E
NP
39.18
PLMR
11.86
P/B Ratio
NP
-16.29
PLMR
3.7
P/S Ratio
NP
20.69
PLMR
4.0
EV/EBITDA
NP
47.81
PLMR
13.17

Profitability

Gross Margin
NP
59.18%
PLMR
31.37%
Operating Margin
NP
35.56%
PLMR
28.71%
Profit Margin
NP
20.73%
PLMR
22.5%
ROE
NP
--
PLMR
23.58%
ROA
NP
--
PLMR
5.97%

Growth

Revenue Growth
NP
28.8%
PLMR
62.7%
Earnings Growth
NP
3.1%
PLMR
59.9%

Financial Health

Debt/Equity
NP
--
PLMR
0.01
Current Ratio
NP
1.01
PLMR
0.54
Quick Ratio
NP
0.21
PLMR
0.29

Dividends

Dividend Yield
NP
--
PLMR
--
Payout Ratio
NP
0.0%
PLMR
0.0%

AI Verdict

NP BEARISH

The deterministic health profile is critical, highlighted by a Piotroski F-Score of 1/9, indicating severe financial weakness. While revenue growth remains strong at 28.8%, the company exhibits a catastrophic Price/Book ratio of -16.29, suggesting negative shareholders' equity. Liquidity is precarious with a Quick Ratio of 0.21, and a sharp Q/Q earnings decline of 26.1% contradicts the bullish analyst consensus. The stock is fundamentally overvalued on a Price/Sales basis (20.69x) and lacks any deterministic value floor.

Strengths
Strong YoY Revenue Growth (28.80%)
Healthy Operating Margin (35.56%)
Robust Gross Margin (59.18%)
Risks
Severe financial instability indicated by Piotroski F-Score of 1/9
Negative Price/Book ratio suggesting negative equity
Critical liquidity risk with a Quick Ratio of 0.21
PLMR BULLISH

PLMR exhibits a stable financial health profile with a Piotroski F-Score of 4/9 and an exceptionally clean balance sheet (Debt/Equity 0.01). While the stock trades at a significant premium to its Graham Number ($75.73), it remains well below its growth-based intrinsic value of $211.51. The company is experiencing explosive growth, with revenue and earnings both increasing by approximately 60% YoY, supported by a strong ROE of 23.58%. Despite bearish insider activity and technicals, the fundamental growth trajectory and attractive forward P/E of 11.86 suggest significant upside.

Strengths
Explosive YoY revenue growth of 62.70% and earnings growth of 59.90%
Extremely low leverage with a Debt/Equity ratio of 0.01
Strong profitability metrics including an ROE of 23.58% and Operating Margin of 28.71%
Risks
Significant insider selling across C-suite executives (CEO, CFO, and President)
Bearish technical trend (0/100) and negative 1-year price performance (-12.7%)
Low liquidity ratios (Current Ratio 0.54, Quick Ratio 0.29), though typical for some insurance models

Compare Another Pair

NP vs PLMR: Head-to-Head Comparison

This page compares Neptune Insurance Holdings Inc. (NP) and Palomar Holdings, Inc. (PLMR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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