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Side-by-side financial comparison of Neptune Insurance Holdings Inc. (NP) and SILICOM LTD. (SILC). Click either name above to swap in a different company.

SILICOM LTD. is the larger business by last-quarter revenue ($61.9M vs $37.8M, roughly 1.6× Neptune Insurance Holdings Inc.). Neptune Insurance Holdings Inc. runs the higher net margin — 0.1% vs -18.5%, a 18.7% gap on every dollar of revenue. On growth, Neptune Insurance Holdings Inc. posted the faster year-over-year revenue change (28.8% vs 6.6%).

Neptune Insurance Holdings Inc. is a specialty insurance holding company that offers a broad portfolio of property and casualty insurance products, with a core focus on residential and commercial flood insurance for customers across the United States. It serves both individual consumers and small to mid-sized business clients, using advanced data analytics to support accurate policy pricing and robust risk management.

Silicom Ltd. is a publicly traded company, headquartered in Israel, that specializes in the design, manufacture and marketing of connectivity solutions for a range of servers and server-based systems. Its shares are listed on the NASDAQ Global Market and on the Tel Aviv Stock Exchange. Silicom is a member of the RAD Group family of companies.

NP vs SILC — Head-to-Head

Bigger by revenue
SILC
SILC
1.6× larger
SILC
$61.9M
$37.8M
NP
Growing faster (revenue YoY)
NP
NP
+22.2% gap
NP
28.8%
6.6%
SILC
Higher net margin
NP
NP
18.7% more per $
NP
0.1%
-18.5%
SILC

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
NP
NP
SILC
SILC
Revenue
$37.8M
$61.9M
Net Profit
$50.0K
$-11.5M
Gross Margin
30.6%
Operating Margin
-19.8%
Net Margin
0.1%
-18.5%
Revenue YoY
28.8%
6.6%
Net Profit YoY
0.0%
16.3%
EPS (diluted)
$0.05
$-2.01

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
NP
NP
SILC
SILC
Q1 26
$37.8M
Q4 25
$61.9M
Q3 25
$44.4M
Q4 24
$58.1M
Q3 24
$33.8M
Net Profit
NP
NP
SILC
SILC
Q1 26
$50.0K
Q4 25
$-11.5M
Q3 25
$11.5M
Q4 24
$-13.7M
Q3 24
$12.1M
Gross Margin
NP
NP
SILC
SILC
Q1 26
Q4 25
30.6%
Q3 25
Q4 24
28.6%
Q3 24
Operating Margin
NP
NP
SILC
SILC
Q1 26
Q4 25
-19.8%
Q3 25
46.7%
Q4 24
-22.8%
Q3 24
58.6%
Net Margin
NP
NP
SILC
SILC
Q1 26
0.1%
Q4 25
-18.5%
Q3 25
25.9%
Q4 24
-23.6%
Q3 24
35.8%
EPS (diluted)
NP
NP
SILC
SILC
Q1 26
$0.05
Q4 25
$-2.01
Q3 25
$0.06
Q4 24
$-2.28
Q3 24
$0.06

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
NP
NP
SILC
SILC
Cash + ST InvestmentsLiquidity on hand
$42.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$117.5M
Total Assets
$152.2M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
NP
NP
SILC
SILC
Q1 26
Q4 25
$42.1M
Q3 25
$12.2M
Q4 24
$72.1M
Q3 24
Total Debt
NP
NP
SILC
SILC
Q1 26
Q4 25
Q3 25
$247.6M
Q4 24
Q3 24
Stockholders' Equity
NP
NP
SILC
SILC
Q1 26
Q4 25
$117.5M
Q3 25
$-509.5M
Q4 24
$127.8M
Q3 24
$-374.3M
Total Assets
NP
NP
SILC
SILC
Q1 26
Q4 25
$152.2M
Q3 25
$89.6M
Q4 24
$150.4M
Q3 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
NP
NP
SILC
SILC
Operating Cash FlowLast quarter
$-2.2M
Free Cash FlowOCF − Capex
$-3.3M
FCF MarginFCF / Revenue
-5.4%
Capex IntensityCapex / Revenue
1.9%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
NP
NP
SILC
SILC
Q1 26
Q4 25
$-2.2M
Q3 25
$38.9M
Q4 24
$18.3M
Q3 24
Free Cash Flow
NP
NP
SILC
SILC
Q1 26
Q4 25
$-3.3M
Q3 25
Q4 24
$17.4M
Q3 24
FCF Margin
NP
NP
SILC
SILC
Q1 26
Q4 25
-5.4%
Q3 25
Q4 24
29.9%
Q3 24
Capex Intensity
NP
NP
SILC
SILC
Q1 26
Q4 25
1.9%
Q3 25
Q4 24
1.6%
Q3 24
Cash Conversion
NP
NP
SILC
SILC
Q1 26
Q4 25
Q3 25
3.38×
Q4 24
Q3 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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