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Navan, Inc. (NAVN) Fundamental Analysis & AI Grade 2026

NAVN Nasdaq Services-Prepackaged Software DE CIK: 0001639723
Recently Updated • Analysis: Jun 12, 2026 • SEC Data: 2026-04-30
Combined AI Grade
B
57% Confidence
STRONG AGREEMENT
B
48% Conf
B
66% Conf

📊 NAVN Key Takeaways

Revenue: $220.2M
Net Margin: -9.3%
Free Cash Flow: $-6.9M
Current Ratio: 4.31x
Debt/Equity: 0.10x
EPS: $-0.08
AI Grade: B with 48% confidence
Navan, Inc. (NAVN) receives a B fundamental grade with 57% confidence from our AI analysis based on SEC 10-K filings. With revenue of $220.2M, net profit margin of -9.3%, and return on equity (ROE) of -1.7%, Navan, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete NAVN stock analysis for 2026.

Is Navan, Inc. (NAVN) a Good Investment?

Claude

Navan demonstrates strong revenue growth (30.8% YoY) and exceptional gross margins (74%), indicating a quality software product with pricing power. However, the company is burning cash with negative operating cash flow (-6.8M) and widening net losses (-119.8% YoY), raising concerns about sustainable unit economics and path to profitability despite strong balance sheet fundamentals ($518.4M cash, 0.10x leverage).

ChatGPT

Navan shows strong topline growth and high gross margins alongside a robust liquidity position and positive free cash flow, suggesting resilient unit economics and ample runway. However, GAAP profitability is weak and worsened YoY, with deeply negative operating and net margins weighing on returns. A neutral stance is warranted until there is clearer, sustained progress toward operating breakeven while maintaining cash generation.

Navan, Inc. Key Strengths (NAVN)

Claude
  • + Strong revenue growth of 30.8% YoY in high-margin SaaS market segment
  • + Excellent gross margin of 74% demonstrates strong product-market fit and pricing power
  • + Fortress balance sheet with $518.4M cash, low debt/equity (0.10x), and exceptional liquidity (4.31x current ratio)
ChatGPT
  • + 30.8% YoY revenue growth with 71% gross margin
  • + Positive operating and free cash flow
  • + Strong liquidity (4.07x current ratio) and low leverage (0.10x D/E)

NAVN Stock Risks: Navan, Inc. Investment Risks

Claude
  • ! Operating cash flow is negative at -6.8M despite 30.8% revenue growth, indicating unsustainable expense structure
  • ! Net losses are accelerating year-over-year (net income down 119.8%), showing deteriorating profitability trajectory
  • ! High operating expenses consuming 82% of gross profit with no clear path to operating leverage or break-even
ChatGPT
  • ! Large GAAP losses with -28% operating and -57% net margins
  • ! Net income down 119.8% YoY, pressuring ROE (-32.9%) and ROA (-23.3%)
  • ! Quality and durability of cash flows (potential working-capital effects)

Key Metrics to Watch

Claude
  • * Operating cash flow inflection to positive territory
  • * Operating margin expansion toward profitability at current growth rates
  • * Customer acquisition cost trends and payback period relative to customer lifetime value
ChatGPT
  • * Operating margin trajectory toward breakeven
  • * Free cash flow margin sustainability

Navan, Inc. (NAVN) Financial Metrics & Key Ratios

Revenue
$220.2M
Net Income
$-20.5M
EPS (Diluted)
$-0.08
Free Cash Flow
$-6.9M
Total Assets
$1.7B
Cash Position
$518.4M

💡 AI Analyst Insight

Strong liquidity with a 4.31x current ratio provides a solid financial cushion.

NAVN Profit Margin, ROE & Profitability Analysis

Gross Margin 74.0%
Operating Margin -8.2%
Net Margin -9.3%
ROE -1.7%
ROA -1.2%
FCF Margin -3.1%

NAVN vs Technology Sector: How Navan, Inc. Compares

How Navan, Inc. compares to Technology sector averages

Net Margin
NAVN -9.3%
vs
Sector Avg 18.0%
NAVN Sector
ROE
NAVN -1.7%
vs
Sector Avg 22.0%
NAVN Sector
Current Ratio
NAVN 4.3x
vs
Sector Avg 2.5x
NAVN Sector
Debt/Equity
NAVN 0.1x
vs
Sector Avg 0.5x
NAVN Sector

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

Is Navan, Inc. Stock Overvalued? NAVN Valuation Analysis 2026

Based on fundamental analysis, Navan, Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-1.7%
Sector avg: 22%
Net Profit Margin
-9.3%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.10x
Sector avg: 0.5x

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.

Navan, Inc. Balance Sheet: NAVN Debt, Cash & Liquidity

Current Ratio
4.31x
Quick Ratio
4.31x
Debt/Equity
0.10x
Debt/Assets
27.9%
Interest Coverage
N/A
Long-term Debt
$124.5M

NAVN Revenue & Earnings Growth: 5-Year Financial Trend

NAVN 5-year financial data: Year 2026: Revenue $702.3M, Net Income -$331.6M, EPS $-7.44.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Navan, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-7.44 indicates the company is currently unprofitable.

NAVN 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
-3.1%
Free cash flow / Revenue

NAVN Quarterly Earnings & Performance

Quarterly financial performance data for Navan, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2027 $157.5M -$20.5M $-0.08
Q3 2026 $151.1M -$38.6M $-0.92

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

Navan, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$6.8M
Cash generated from operations
Capital Expenditures
$105.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Navan, Inc. (CIK: 0001639723)

📋 Recent SEC Filings

Date Form Document Action
Jun 11, 2026 10-Q navn-20260430.htm View →
Jun 10, 2026 8-K navn-20260610.htm View →
Jun 1, 2026 4 xslF345X06/form4-06012026_080621.xml View →
May 26, 2026 4 xslF345X06/form4-05262026_110541.xml View →
May 26, 2026 4 xslF345X06/form4-05262026_110503.xml View →

Frequently Asked Questions about NAVN

What is the AI rating for NAVN?

Navan, Inc. (NAVN) has a Combined AI Grade of B from Claude (B) and ChatGPT (B) with 57% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NAVN's key strengths?

Claude: Strong revenue growth of 30.8% YoY in high-margin SaaS market segment. Excellent gross margin of 74% demonstrates strong product-market fit and pricing power. ChatGPT: 30.8% YoY revenue growth with 71% gross margin. Positive operating and free cash flow.

What are the risks of investing in NAVN?

Claude: Operating cash flow is negative at -6.8M despite 30.8% revenue growth, indicating unsustainable expense structure. Net losses are accelerating year-over-year (net income down 119.8%), showing deteriorating profitability trajectory. ChatGPT: Large GAAP losses with -28% operating and -57% net margins. Net income down 119.8% YoY, pressuring ROE (-32.9%) and ROA (-23.3%).

What is NAVN's revenue and growth?

Navan, Inc. reported revenue of $220.2M.

Does NAVN pay dividends?

Navan, Inc. does not currently pay dividends.

Where can I find NAVN SEC filings?

Official SEC filings for Navan, Inc. (CIK: 0001639723) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NAVN's EPS?

Navan, Inc. has a diluted EPS of $-0.08.

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 grade reflects both perspectives for balanced insights.

What is NAVN's fundamental grade?

Based on our AI fundamental analysis in June 2026, Navan, Inc. has a B grade with 57% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is NAVN stock overvalued or undervalued?

Valuation metrics for NAVN: ROE of -1.7% (sector avg: 22%), net margin of -9.3% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is NAVN's AI grade for 2026?

Our dual AI analysis gives Navan, Inc. a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NAVN's free cash flow?

Navan, Inc.'s operating cash flow is $-6.8M, with capital expenditures of $105.0K. FCF margin is -3.1%.

How does NAVN compare to other Technology stocks?

Vs Technology sector averages: Net margin -9.3% (avg: 18%), ROE -1.7% (avg: 22%), current ratio 4.31 (avg: 2.5).

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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: Jun 12, 2026 | Data as of: 2026-04-30 | Powered by Claude AI