NP vs SPY
Comparison between Neptune Insurance Holdings Inc - Class A (NP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
NP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
NP
$3.84B
Winner
SPY
$735B
Expense Ratio
NP
N/A
SPY
0.09%
Max Drawdown
Winner
NP
43.78%
SPY
56.47%
Sharpe Ratio
NP
0.55
Winner
SPY
1.91
5Y Beta
Winner
NP
0.88
SPY
1.00
Industry
NP
Insurance Brokers
SPY
N/A
P/E Ratio
NP
68.81
Winner
SPY
28.68
Forward P/E
NP
41.32
Winner
SPY
22.19
5Y Dividends CAGR
NP
N/A
SPY
5.43%
5Y EPS CAGR
NP
N/A
SPY
26.37%
Debt to Equity
Winner
NP
0.00%
SPY
34.04%
Free Cash Flow Yield
NP
1.35%
SPY
N/A
P/S Ratio
NP
22.88
Winner
SPY
3.76
P/B Ratio
NP
N/A
SPY
5.55
NP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NP
-0.71%
Winner
SPY
+4.84%
3M
Winner
NP
+35.36%
SPY
+9.57%
6M
Winner
NP
+19.26%
SPY
+13.79%
1Y
NP
N/A
SPY
+29.34%
5Y(CAGR)
NP
N/A
SPY
+13.98%
10Y(CAGR)
NP
N/A
SPY
+15.66%
Max(CAGR)
Winner
NP
+20.08%
SPY
+8.53%
NP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NP | SPY |
|---|---|---|
| 2026 | +0.29% | +9.45% |
| 2025 | +17.58% | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NP vs SPY Drawdown Comparison
The maximum drawdown for NP was -43.78%, occurring on Feb 12, 2026. Recovery took 93 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NP drawdown is -9.16%. The current SPY drawdown is -0.34%.
| Rank | NP | SPY |
|---|---|---|
| #1 | -43.78% Dec 24, 2025 - May 11, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -24.34% Oct 3, 2025 - Dec 24, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -12.97% May 11, 2026 - May 19, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | N/A | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | N/A | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | N/A | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | N/A | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NP and SPY is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.36
-101
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