Added to YB: 2025-05-14
Pitch date: 2025-05-11
NNI [neutral]
Nelnet, Inc.
+15.96%
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
$114.69
Price Target
N/A
Dividend
0.93%
EV/EBITDA
N/A
P/E
10.85
EV/Sales
N/A
Sector
Consumer Finance
Category
value
Show full summary:
Nelnet: Just Keep Swimming (Ticker: NNI)
NNI (update): Nelnet 6% post-earnings; undervalued despite 167% 5yr return. $410M cash from Allo stake reduction (still owns 26%). Education software/payments segment (worth ~$2B) slowed but generates $117M EBIT. Next Gen acquisition adds 20M students. Loan portfolio winding down but still has $1B undiscounted cashflow. Bank growing with $25M NII LTM.
Read full article (3 min)