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Added to YB: 2025-03-07

Pitch date: 2025-03-06

NNI [bullish]

Nelnet, Inc.

+12.78%

current return

Author Info

Company Info

Nelnet, Inc. engages in loan servicing, education technology services, and payment businesses worldwide.

Market Cap

$4.6B

Pitch Price

$117.92

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: An Update On Our Baby Berkshire Investment (Ticker: NNI)

NNI: Undervalued conglomerate w/ diverse segments: student loans, banking, education software, loan servicing, fiber internet & solar. BV/share CAGR 11.3% since '05, 15%+ w/ dividends. Trades 1.33x P/B, below SOTP est. $6.8B vs $4.4B mkt cap. Mgmt transparent, aligned. Risks: political uncertainty, solar losses. Long-term hold.

Read full article (13 min)