Professional
Added to YB: 2025-04-24
Pitch date: 2025-04-23
NNI [neutral]
Nelnet, Inc.
+24.34%
current return
Author Info
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Company Info
Nelnet, Inc. engages in loan servicing, education technology services, and payment businesses worldwide.
Market Cap
$4.6B
Pitch Price
$106.96
Price Target
N/A
Dividend
0.93%
EV/EBITDA
N/A
P/E
10.85
EV/Sales
N/A
Sector
Consumer Finance
Category
value
Nelnet’s Billion Dollar Year
NNI (update): Nelnet to receive $410M cash & $175M gain from Allo refinancing, still holding 26% equity worth ~$253M (carried at zero on balance sheet). With $250M from student loan wind down + $240M earnings, cash increasing $900M+ amid market turmoil. 16% book value CAGR since 2004; BV exceeds $100/share, but intrinsic value ~$200. Undervalued investment behemoth.
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