Which is better, ADTN or NP?

On the Buffett-Fit framework, Neptune Insurance Holdings Inc. (NP) currently grades higher than ADTN — 78/100 (C grade) vs 32/100 (F). That said, "better" depends on which framework you trust — ADTN wins on none; NP wins on Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, Joel Greenblatt, Charlie Munger, and Terry Smith. The full pillar breakdown is on this page.

Should I buy ADTN or NP?

This page is an educational comparison, not investment advice. Both ADTN and NP are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is ADTN better than NP for value investing?

On the Buffett-style value-investing framework, NP currently grades higher — 78/100 vs 32/100, a 46-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between ADTN and NP on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). ADTN currently scores 32/100 (F grade); NP scores 78/100 (C grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, ADTN or NP?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. ADTN and NP are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, ADTN or NP?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are ADTN and NP both Technology stocks?

Yes — both ADTRAN Holdings, Inc. (ADTN) and Neptune Insurance Holdings Inc. (NP) operate in the Technology sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this ADTN vs NP comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

ADTRAN Holdings

Neptune Insurance Holdings

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

ADTN

ADTRAN Holdings

Market cap

$1.27B

Sector

Technology

Neptune Insurance Holdings

Market cap

$2.64B

Sector

Technology

Overall winner

Neptune Insurance Holdings NP

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	ADTN	NP	Winner
Warren Buffett	32F	78C	NP
Benjamin Graham	54D	75B	NP
Philip Fisher	40D	94A	NP
Peter Lynch	48D	100A	NP
Joel Greenblatt	0F	89C	NP
Charlie Munger	31F	93C	NP
Terry Smith	25F	93A	NP

Side-by-side metrics

Metric	ADTN	NP
Market cap	$1.27B	$2.64B
P/E (TTM)	-	108.1x
EV/EBIT	-	34.4x
ROIC (TTM)	-0.64%	56.18%
Gross margin	38.57%	65.06%
Net margin	-3.18%	28.17%
Revenue CAGR 5y	17.79%	37.11%
EPS CAGR 5y	-	-
Debt / Equity	1.6x	-
Dividend yield	0.0%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

ADTN leads on

EV/EBIT-vs 34.4x+140%
P/E (TTM)-vs 108.1x+131%

NP leads on

Debt / Equity-vs 1.6x+167%
Net margin28.17%vs -3.18%+111%
ROIC (TTM)56.18%vs -0.64%+101%
Revenue CAGR 5y37.11%vs 17.79%+52%

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

ADTRAN Holdings

Neptune Insurance Holdings

Fit scores by strategy

Side-by-side metrics

Where each one wins

More like ADTN

More like NP

Related on invest-like

Key terms in this analysis