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Navient Corp. (JSM) Stock Fundamental Analysis & AI Rating 2026

JSM Nasdaq Security Brokers, Dealers & Flotation Companies DE CIK: 0001593538
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
68% Confidence
AGREEMENT
STRONG SELL
72% Conf
SELL
65% Conf

📊 JSM Key Takeaways

Revenue: $3.1B
Net Margin: -2.6%
Free Cash Flow: $441.0M
Current Ratio: N/A
Debt/Equity: 16.94x
EPS: $-0.81
AI Rating: STRONG SELL with 72% confidence
Navient Corp. (JSM) receives a SELL rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.1B, net profit margin of -2.6%, and return on equity (ROE) of -3.3%, Navient Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete JSM stock analysis for 2026.

Is Navient Corp. (JSM) a Good Investment?

Claude

Navient Corp is deeply unprofitable with a negative operating margin of -3.6% and net margin of -2.6%, while carrying extreme leverage of 16.94x debt-to-equity. The company cannot cover interest expense with operating income, creating significant financial distress risk.

ChatGPT

Despite a sharp rebound in revenue and positive free cash flow, Navient remains unprofitable with negative operating and net margins. Extremely high leverage and negative interest coverage signal elevated balance-sheet risk that could overwhelm cash generation. Until sustained profitability and interest coverage improve, the fundamentals skew unfavorably.

Why Buy Navient Corp. Stock? JSM Key Strengths

Claude
  • + Substantial revenue growth of +498.8% YoY indicates significant business expansion and market activity
  • + Positive operating cash flow of $441.0M and strong 14.2% free cash flow margin demonstrate ongoing cash generation capability
  • + Large asset base of $48.7B provides scale and operational footprint in student loan servicing
ChatGPT
  • + Massive YoY revenue growth (+498.8%)
  • + Positive operating cash flow and FCF with 14.2% margin
  • + Large asset base ($48.68B) and positive equity

JSM Stock Risks: Navient Corp. Investment Risks

Claude
  • ! Extreme leverage with 16.94x debt-to-equity ratio and $40.6B long-term debt relative to $2.4B equity poses critical solvency risk
  • ! Negative profitability across all metrics with operating margin of -3.6% and negative ROE/ROA destroying shareholder value
  • ! Interest coverage ratio of -0.1x indicates company cannot service debt from operations, creating imminent distress potential
ChatGPT
  • ! Negative operating and net margins indicate ongoing losses
  • ! Interest coverage of -0.1x implies inability to cover interest from earnings
  • ! Very high leverage (Debt/Equity 16.94x) with modest cash relative to debt

Key Metrics to Watch

Claude
  • * Operating margin trend and path to profitability
  • * Debt-to-equity ratio and deleveraging progress
  • * Interest coverage ratio improvement and sustainable debt servicing ability
ChatGPT
  • * Interest coverage
  • * Operating margin

Navient Corp. (JSM) Financial Metrics & Key Ratios

Revenue
$3.1B
Net Income
$-80.0M
EPS (Diluted)
$-0.81
Free Cash Flow
$441.0M
Total Assets
$48.7B
Cash Position
$637.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

JSM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -3.6%
Net Margin -2.6%
ROE -3.3%
ROA -0.2%
FCF Margin 14.2%

JSM vs Finance Sector: How Navient Corp. Compares

How Navient Corp. compares to Finance sector averages

Net Margin
JSM -2.6%
vs
Sector Avg 25.0%
JSM Sector
ROE
JSM -3.3%
vs
Sector Avg 12.0%
JSM Sector
Current Ratio
JSM 0.0x
vs
Sector Avg 1.2x
JSM Sector
Debt/Equity
JSM 16.9x
vs
Sector Avg 2.0x
JSM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Navient Corp. Stock Overvalued? JSM Valuation Analysis 2026

Based on fundamental analysis, Navient Corp. shows some fundamental concerns relative to the Finance sector in 2026.

Return on Equity
-3.3%
Sector avg: 12%
Net Profit Margin
-2.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
16.94x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Navient Corp. Balance Sheet: JSM Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
16.94x
Debt/Assets
95.1%
Interest Coverage
-0.06x
Long-term Debt
$40.6B

JSM Revenue & Earnings Growth: 5-Year Financial Trend

JSM 5-year financial data: Year 2020: Revenue $391.0M, Net Income N/A, EPS N/A. Year 2021: Revenue $507.0M, Net Income $597.0M, EPS $2.56. Year 2022: Revenue $507.0M, Net Income $412.0M, EPS $2.12. Year 2023: Revenue $507.0M, Net Income $717.0M, EPS $4.18. Year 2024: Revenue $332.0M, Net Income $645.0M, EPS $4.49.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Navient Corp.'s revenue has declined by 15% over the 5-year period, indicating business contraction. The most recent EPS of $1.85 reflects profitable operations.

JSM Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
14.2%
Free cash flow / Revenue

JSM Quarterly Earnings & Performance

Quarterly financial performance data for Navient Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2024 $70.0M -$2.0M $-0.02
Q2 2024 $81.0M $36.0M $0.32
Q1 2024 $72.0M $73.0M $0.64
Q3 2023 $79.0M $79.0M $0.65
Q2 2023 $83.0M $66.0M $0.52
Q1 2023 $72.0M $111.0M $0.86
Q3 2022 $79.0M $105.0M $0.75
Q2 2022 $87.0M $180.0M $1.05

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Navient Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$441.0M
Cash generated from operations
Stock Buybacks
$111.0M
Shares repurchased (TTM)
Dividends Paid
$63.0M
Returned to shareholders

JSM SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Navient Corp. (CIK: 0001593538)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 DEF 14A ny20066419x1_def14a.htm View →
Apr 8, 2026 8-K ef20069880_8k.htm View →
Mar 5, 2026 4 xslF345X05/form4.xml View →
Mar 5, 2026 4 xslF345X05/form4.xml View →
Mar 4, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about JSM

What is the AI rating for JSM?

Navient Corp. (JSM) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are JSM's key strengths?

Claude: Substantial revenue growth of +498.8% YoY indicates significant business expansion and market activity. Positive operating cash flow of $441.0M and strong 14.2% free cash flow margin demonstrate ongoing cash generation capability. ChatGPT: Massive YoY revenue growth (+498.8%). Positive operating cash flow and FCF with 14.2% margin.

What are the risks of investing in JSM?

Claude: Extreme leverage with 16.94x debt-to-equity ratio and $40.6B long-term debt relative to $2.4B equity poses critical solvency risk. Negative profitability across all metrics with operating margin of -3.6% and negative ROE/ROA destroying shareholder value. ChatGPT: Negative operating and net margins indicate ongoing losses. Interest coverage of -0.1x implies inability to cover interest from earnings.

What is JSM's revenue and growth?

Navient Corp. reported revenue of $3.1B.

Does JSM pay dividends?

Navient Corp. pays dividends, with $63.0M distributed to shareholders in the trailing twelve months.

Where can I find JSM SEC filings?

Official SEC filings for Navient Corp. (CIK: 0001593538) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is JSM's EPS?

Navient Corp. has a diluted EPS of $-0.81.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is JSM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Navient Corp. has a SELL rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is JSM stock overvalued or undervalued?

Valuation metrics for JSM: ROE of -3.3% (sector avg: 12%), net margin of -2.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy JSM stock in 2026?

Our dual AI analysis gives Navient Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is JSM's free cash flow?

Navient Corp.'s operating cash flow is $441.0M, with capital expenditures of N/A. FCF margin is 14.2%.

How does JSM compare to other Finance stocks?

Vs Finance sector averages: Net margin -2.6% (avg: 25%), ROE -3.3% (avg: 12%), current ratio N/A (avg: 1.2).

Is Navient Corp. carrying too much debt?

JSM has a debt-to-equity ratio of 16.94x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI