Comprehensive Stock Comparison

Compare SoFi Technologies, Inc. (SOFI) vs Navient Corporation SR NT 6% 121543 (JSM) vs SLM Corporation (SLM) vs Nelnet, Inc. (NNI) vs Navient Corporation (NAVI) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthJSM229.5% revenue growth vs NNI's -55.5%
ValueSLMLower P/E (6.8x vs 14.7x)
Quality / MarginsNNI32.4% net margin vs NAVI's 3.1%
Stability / SafetyJSMBeta 0.20 vs SOFI's 2.35
DividendsNNI3.1% yield, 12-year raise streak, vs SLM's 2.4%
Momentum (1Y)SOFI+22.7% vs SLM's -36.2%
Efficiency (ROA)NNI3.0% ROA vs NAVI's -0.1%
Bottom line: NNI leads in 3 of 7 categories, making it the stronger pick for investors who prioritize profitability and margin quality and dividend income and shareholder returns. Navient Corporation SR NT 6% 121543 is the better choice for growth and revenue expansion and capital preservation and lower volatility. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

SOFISoFi Technologies, Inc.
Financial Services

SoFi is a digital financial services platform that offers lending, banking, and investment products to consumers. It generates revenue primarily from lending (student, personal, and home loans) and its technology platforms — Galileo and Apex — which provide banking infrastructure to other financial institutions. The company's competitive advantage lies in its integrated all-in-one financial app and its Galileo technology platform that serves as a critical backend for many fintech companies.

JSMNavient Corporation SR NT 6% 121543
Financial Services

Navient is a financial services company that manages and services education loans and provides business processing solutions. It makes money primarily through interest income from its portfolio of federal and private student loans — roughly 80% from federal loans and 20% from private loans — supplemented by servicing fees and business processing revenue. Its key advantage is its scale as one of the largest student loan servicers with deep expertise in the complex federal loan system and established government contracts.

SLMSLM Corporation
Financial Services

SLM Corporation is a financial services company that originates and services private student loans for education financing in the United States. It generates revenue primarily from interest on its student loan portfolio — which constitutes the vast majority of its business — supplemented by fees from retail deposit accounts and credit card services. The company's moat lies in its specialized expertise in student lending, established relationships with educational institutions, and the regulatory complexity of the education finance market that creates barriers to entry.

NNINelnet, Inc.
Financial Services

Nelnet is a diversified financial services company focused primarily on student loan servicing and education technology. It generates revenue through loan servicing fees (its largest segment), education technology platforms, and payment processing services for educational institutions. The company's competitive advantage lies in its deep expertise in the complex student loan ecosystem and its established relationships with educational institutions and government agencies.

NAVINavient Corporation
Financial Services

Navient is a financial services company that manages education loans and provides business processing solutions for education, healthcare, and government clients. It makes money primarily through loan servicing fees and interest income from its education loan portfolio—including federally guaranteed FFELP loans and private student loans—along with business processing fees from healthcare and government clients. The company's key advantage is its specialized expertise in complex education loan servicing and its established relationships with federal and state government agencies.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

SOFISoFi Technologies, Inc.
FY 2024
Lending Segment
55.0%$1.5B
Financial Services Segment
30.4%$822M
Technology Platform Segment
14.6%$395M
JSMNavient Corporation SR NT 6% 121543
FY 2024
Government Services
67.5%$183M
Healthcare Services
32.5%$88M
SLMSLM Corporation
FY 2013
Business Services
64.0%$710M
Core Earnings
26.1%$290M
Ffelp Loans
6.8%$76M
Consumer Lending
3.1%$34M
NNINelnet, Inc.
FY 2025
Loan Servicing And Systems Revenue
30.7%$509M
Education Technology Services And Payment Processing Services
30.6%$507M
Payment Processing
11.6%$193M
Education Technology Services
10.3%$171M
Tuition Payment Plan Services
8.5%$141M
Private Education And Consumer Loan Servicing
5.7%$94M
Software Services
2.3%$38M
Other (2)
0.3%$4M
NAVINavient Corporation
FY 2024
Government Services
67.5%$183M
Healthcare Services
32.5%$88M

Financial Metrics Comparison

Side-by-side fundamentals across 5 stocks. BestLagging

Financial Scorecard

JSM 2NNI 1NAVI 1SOFI 0SLM 0
Financial MetricsJSM3/5 metrics
Valuation MetricsNAVI3/6 metrics
Profitability & EfficiencyNNI5/9 metrics
Total ReturnsTie3/6 metrics
Risk & VolatilityJSM2/2 metrics
Analyst OutlookTie1/2 metrics

JSM leads in 2 of 6 categories (Financial Metrics, Risk & Volatility). NAVI leads in 1 (Valuation Metrics). 2 tied.

Financial Metrics (TTM)

NAVI is the larger business by revenue, generating $4.2B annually — 5.2x NNI's $822M. NNI is the more profitable business, keeping 32.4% of every revenue dollar as net income compared to NAVI's 3.1%.

MetricSOFISoFi Technologies…JSMNavient Corporati…SLMSLM CorporationNNINelnet, Inc.NAVINavient Corporati…
RevenueTrailing 12 months$3.7B$3.8B$3.0B$822M$4.2B
EBITDAEarnings before interest/tax$625M$3.9B$824M$726M-$77M
Net IncomeAfter-tax profit$640M-$50M$623M$428M-$50M
Free Cash FlowCash after capex-$1.8B$275M-$333M$267M$275M
Gross MarginGross profit ÷ Revenue+69.7%+91.7%+48.2%+20.0%
Operating MarginEBIT ÷ Revenue+6.3%+73.9%+26.7%+4.1%
Net MarginNet income ÷ Revenue+13.5%+3.4%+20.4%+32.4%+3.1%
FCF MarginFCF ÷ Revenue-34.7%+12.1%-11.0%-9.5%+10.8%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+109.1%-46.0%+3.7%-6.4%-46.0%
JSM leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

At 7.0x trailing earnings, SLM trades at a 85% valuation discount to SOFI's 45.5x P/E. On an enterprise value basis, SLM's 6.7x EV/EBITDA is more attractive than NAVI's 280.4x.

MetricSOFISoFi Technologies…JSMNavient Corporati…SLMSLM CorporationNNINelnet, Inc.NAVINavient Corporati…
Market CapShares × price$21.4B$5.3B$3.7B$1.4B$841M
Enterprise ValueMkt cap + debt − cash$22.1B$46.4B$5.5B-$1.3B$48.8B
Trailing P/EPrice ÷ TTM EPS45.54x16.14x6.99x7.45x
Forward P/EPrice ÷ next-FY EPS est.29.73x6.85x14.70x12.67x
PEG RatioP/E ÷ EPS growth rate0.47x
EV / EBITDAEnterprise value multiple50.50x21.29x6.70x-1.75x280.37x
Price / SalesMarket cap ÷ Revenue5.78x1.39x1.25x1.67x0.20x
Price / BookPrice ÷ Book value/share3.00x0.80x1.91x0.88x0.37x
Price / FCFMarket cap ÷ FCF11.57x1.83x
NAVI leads this category, winning 3 of 6 comparable metrics.

Profitability & Efficiency

NNI delivers a 27.3% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $-2 for NAVI. SOFI carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to NAVI's 18.43x. On the Piotroski fundamental quality scale (0–9), JSM scores 8/9 vs NNI's 3/9, reflecting strong financial health.

MetricSOFISoFi Technologies…JSMNavient Corporati…SLMSLM CorporationNNINelnet, Inc.NAVINavient Corporati…
ROE (TTM)Return on equity+7.3%-2.1%+26.6%+27.3%-2.1%
ROA (TTM)Return on assets+1.4%-0.1%+2.1%+3.0%-0.1%
ROICReturn on invested capital+1.7%+4.1%+7.6%+0.2%
ROCEReturn on capital employed+2.3%+5.4%+9.7%+0.3%
Piotroski ScoreFundamental quality 0–948436
Debt / EquityFinancial leverage0.49x16.35x2.98x18.43x
Net DebtTotal debt minus cash$666M$3.0B$1.7B-$2.6B$47.9B
Cash & Equiv.Liquid assets$2.5B$2.1B$4.7B$2.6B$722M
Total DebtShort + long-term debt$3.2B$43.2B$6.4B$0$48.7B
Interest CoverageEBIT ÷ Interest expense0.63x0.17x0.71x0.97x-0.03x
NNI leads this category, winning 5 of 9 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in NNI five years ago would be worth $18,187 today (with dividends reinvested), compared to $9,183 for SOFI. Over the past 12 months, SOFI leads with a +22.7% total return vs SLM's -36.2%. The 3-year compound annual growth rate (CAGR) favors SOFI at 39.1% vs NAVI's -16.0% — a key indicator of consistent wealth creation.

MetricSOFISoFi Technologies…JSMNavient Corporati…SLMSLM CorporationNNINelnet, Inc.NAVINavient Corporati…
YTD ReturnYear-to-date-35.3%-3.8%-31.6%+0.6%-31.2%
1-Year ReturnPast 12 months+22.7%+7.7%-36.2%+7.0%-34.1%
3-Year ReturnCumulative with dividends+169.1%+22.0%+40.2%+41.9%-40.7%
5-Year ReturnCumulative with dividends-8.2%+10.7%+30.6%+81.9%-8.0%
10-Year ReturnCumulative with dividends+69.5%+96.6%+260.3%+267.6%+40.3%
CAGR (3Y)Annualised 3-year return+39.1%+6.8%+11.9%+12.4%-16.0%
Evenly matched — SOFI and NNI each lead in 3 of 6 comparable metrics.

Risk & Volatility

JSM is the less volatile stock with a 0.20 beta — it tends to amplify market swings less than SOFI's 2.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JSM currently trades 93.8% from its 52-week high vs SLM's 53.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricSOFISoFi Technologies…JSMNavient Corporati…SLMSLM CorporationNNINelnet, Inc.NAVINavient Corporati…
Beta (5Y)Sensitivity to S&P 5002.35x0.20x1.16x0.64x1.08x
52-Week HighHighest price in past year$32.73$20.65$34.97$142.87$16.07
52-Week LowLowest price in past year$8.60$16.51$18.71$98.15$8.50
% of 52W HighCurrent price vs 52-week peak+54.3%+93.8%+53.6%+90.6%+54.7%
RSI (14)Momentum oscillator 0–10034.745.830.750.127.1
Avg Volume (50D)Average daily shares traded44.7M19K2.4M82K827K
JSM leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Analyst consensus: SOFI as "Hold", JSM as "Hold", SLM as "Buy", NNI as "Hold", NAVI as "Hold". Consensus price targets imply 69.9% upside for SLM (target: $32) vs -9.7% for JSM (target: $18). For income investors, NAVI offers the higher dividend yield at 7.17% vs SLM's 2.41%.

MetricSOFISoFi Technologies…JSMNavient Corporati…SLMSLM CorporationNNINelnet, Inc.NAVINavient Corporati…
Analyst RatingConsensus buy/hold/sellHoldHoldBuyHoldHold
Price TargetConsensus 12-month target$28.56$17.50$31.83$10.00
# AnalystsCovering analysts24225324
Dividend YieldAnnual dividend ÷ price+0.1%+3.3%+2.4%+3.1%+7.2%
Dividend StreakConsecutive years of raises036120
Dividend / ShareAnnual DPS$0.01$0.64$0.45$4.05$0.63
Buyback YieldShare repurchases ÷ mkt cap0.0%+3.4%+6.6%+5.0%+21.3%
Evenly matched — NNI and NAVI each lead in 1 of 2 comparable metrics.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockNov 20Feb 26Change
SoFi Technologies, … (SOFI)100210.69+110.7%
Navient Corporation… (JSM)10084.34-15.7%
SLM Corporation (SLM)100245.06+145.1%
Nelnet, Inc. (NNI)100192.66+92.7%
Navient Corporation (NAVI)100102.78+2.8%

Nelnet, Inc. (NNI) returned +82% over 5 years vs SoFi Technologies, … (SOFI)'s -8%. A $10,000 investment in NNI 5 years ago would be worth $18,187 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
SoFi Technologies, … (SOFI)$600M$3.7B+517.3%
Navient Corporation… (JSM)$4.1B$3.8B-8.1%
SLM Corporation (SLM)$1.1B$3.0B+160.7%
Nelnet, Inc. (NNI)$1.2B$822M-31.2%
Navient Corporation (NAVI)$5.0B$4.2B-14.7%

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
SoFi Technologies, … (SOFI)-42.1%13.5%+132.0%
Navient Corporation… (JSM)16.4%3.4%-79.1%
SLM Corporation (SLM)21.8%20.4%-6.8%
Nelnet, Inc. (NNI)21.5%32.4%+50.7%
Navient Corporation (NAVI)13.7%3.1%-77.4%

Chart 4P/E Ratio History — 8 Years

Stock20172024Change
Navient Corporation… (JSM)22.914.8-35.4%
SLM Corporation (SLM)18.210.3-43.4%
Nelnet, Inc. (NNI)13.221.3+61.4%
Navient Corporation (NAVI)12.811.3-11.7%

Navient Corporation SR NT 6% 121543 has traded in a 4x–23x P/E range over 8 years; current trailing P/E is ~16x. SLM Corporation has traded in a 5x–18x P/E range over 8 years; current trailing P/E is ~7x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
SoFi Technologies, … (SOFI)-2.170.39+117.9%
Navient Corporation… (JSM)2.111.2-43.1%
SLM Corporation (SLM)0.532.68+405.7%
Nelnet, Inc. (NNI)6.020-100.0%
Navient Corporation (NAVI)2.121.18-44.3%

Chart 6Free Cash Flow — 5 Years

2021
$-1B
$702M
$-50M
$421M
$702M
2022
$-7B
$305M
$5M
$625M
$305M
2023
$-7B
$676M
$-145M
$359M
$676M
2024
$-1B
$459M
$-329M
$642M
$459M
2025
$-78M
SoFi Technologies, … (SOFI)Navient Corporation… (JSM)SLM Corporation (SLM)Nelnet, Inc. (NNI)Navient Corporation (NAVI)

SoFi Technologies, Inc. generated $-1B FCF in 2024 (+8% vs 2021). Navient Corporation SR NT 6% 121543 generated $459M FCF in 2024 (-35% vs 2021).

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SOFI vs JSM vs SLM vs NNI vs NAVI: Key Questions Answered

9 questions · data-driven answers · updated daily

01

Is SOFI or JSM or SLM or NNI or NAVI a better buy right now?

SLM Corporation (SLM) offers the better valuation at 7.0x trailing P/E (6.8x forward), making it the more compelling value choice. Analysts rate SLM Corporation (SLM) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — SOFI or JSM or SLM or NNI or NAVI?

On trailing P/E, SLM Corporation (SLM) is the cheapest at 7.0x versus SoFi Technologies, Inc. at 45.5x. On forward P/E, SLM Corporation is actually cheaper at 6.8x.

03

Which is the better long-term investment — SOFI or JSM or SLM or NNI or NAVI?

Over the past 5 years, Nelnet, Inc. (NNI) delivered a total return of +81.9%, compared to -8.2% for SoFi Technologies, Inc. (SOFI). A $10,000 investment in NNI five years ago would be worth approximately $18K today (assuming dividends reinvested). Over 10 years, the gap is even starker: NNI returned +267.6% versus NAVI's +40.3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — SOFI or JSM or SLM or NNI or NAVI?

By beta (market sensitivity over 5 years), Navient Corporation SR NT 6% 121543 (JSM) is the lower-risk stock at 0.20β versus SoFi Technologies, Inc.'s 2.35β — meaning SOFI is approximately 1046% more volatile than JSM relative to the S&P 500. On balance sheet safety, SoFi Technologies, Inc. (SOFI) carries a lower debt/equity ratio of 49% versus 18% for Navient Corporation — giving it more financial flexibility in a downturn.

05

Which has better profit margins — SOFI or JSM or SLM or NNI or NAVI?

Nelnet, Inc. (NNI) is the more profitable company, earning 32.4% net margin versus 3.1% for Navient Corporation — meaning it keeps 32.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JSM leads at 73.9% versus 0.0% for NNI. At the gross margin level — before operating expenses — JSM leads at 91.7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

06

Is SOFI or JSM or SLM or NNI or NAVI more undervalued right now?

On forward earnings alone, SLM Corporation (SLM) trades at 6.8x forward P/E versus 29.7x for SoFi Technologies, Inc. — 22.9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SLM: 69.9% to $31.83.

07

Which pays a better dividend — SOFI or JSM or SLM or NNI or NAVI?

In this comparison, NAVI (7.2% yield), JSM (3.3% yield), NNI (3.1% yield), SLM (2.4% yield) pay a dividend. SOFI does not pay a meaningful dividend and should not be held primarily for income.

08

Is SOFI or JSM or SLM or NNI or NAVI better for a retirement portfolio?

For long-horizon retirement investors, Navient Corporation SR NT 6% 121543 (JSM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.20), 3.3% yield). SoFi Technologies, Inc. (SOFI) carries a higher beta of 2.35 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JSM: +96.6%, SOFI: +69.5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between SOFI and JSM and SLM and NNI and NAVI?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: SOFI is a mid-cap quality compounder stock; JSM is a small-cap deep-value stock; SLM is a small-cap deep-value stock; NNI is a small-cap income-oriented stock; NAVI is a small-cap deep-value stock. JSM, SLM, NNI, NAVI pay a dividend while SOFI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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Better Than Both

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Net Margin>
%
(SOFI: 13.5% · JSM: 3.4%)
P/E Ratio<
x
(SOFI: 45.5x · JSM: 16.1x)