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37

JSM

🏦 Financial Services

Navient Corporation SR NT 6% 121543

Conservative #930Aggressive #1428Low RiskML↑ 34pt
$19.37-0.96%
Day High$19.50
Day Low$19.15
Volume0.1M
Mkt Cap$5.3B
52W Low $1752W High $21
Market Cap
$5.4B
P/E Ratio
N/A
Rev Growth
-18.4%
Sector avg: 13.4%
Earnings Growth
-161.1%
Profit Margin
-2.5%
Sector avg: -2.8%
Debt/Equity
2.11

Why This Score

JSM scores 37.6 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Low volatility (3.6% annualized) — well-suited for risk-averse portfolios.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 25-point penalty for execution risk.
  • Elevated leverage (D/E 2.11) increases financial risk in a rising-rate environment.

Net penalties of -28.2 points significantly impact the ranking. Without these adjustments, JSM would rank considerably higher.

Score Breakdown

Overall Score37.6
Fundamental Score62.4
ML Score59.0

Score by Horizon

3 Month
73.1
6 Month
81.7
Primary
1 Year
86.0

Quality Assessment

C
Quality Grade
Average quality — moderate profitability or leverage
2 quality flags detected — see details below. These penalties are already factored into the final score.
Quality Flags
High accrual ratio (639.2%) — earnings quality concern
False stability: 0.036 vol with only -18.4% revenue growth — stagnation, not safety (declining revenue overrides sector exemption)

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
42
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
0
Grade Fvery low volume, very low dollar volume
Base
33.6
SHAP
+2.8
Factors
+1.2
Final
37.6
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

43AVG
Value50
Quality44
Growth2
Stability69
Investment52

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)42.0
Technical (Momentum, Weinstein, Volatility)81.0
External (Sentiment, Analyst, Macro)61.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-2.5% to +3.7%
Medium-term
-3.6% to +5.7%
Long-term
-4.7% to +7.7%

ML Model Core Features100 trained inputs → ML Score: 59

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score42.1/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.1%
6M Momentum+0.1%
Volatility+0.0%
Momentum & Technical
Momentum Acceleration+1.5%
Momentum ConsistencyStrong (0.83)
Relative Strength vs Sector+0.1%
Trend Strength (ADX Proxy)Moderate (2.5)
Momentum Quality+0.087
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
11%
Low risk
Sector RevGr Rank
P6
Revenue growth vs Financial Services peers
Sector PE Rank
P26
Valuation vs Financial Services peers
Sector FCF Rank
P44
Free cash flow vs Financial Services peers
Growth Deviation
-0.3σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 62 relative to sector peers62/100
Machine learning ensemble ranks this stock at the 59th percentileP59
Blended score: 80% fundamental (62) + 20% ML (59) = 61.761.7
Risk assessment: low. Low vol 0.0%; Drawdown 3% → 0.0ptLow
Earnings quality grade C: mixed earnings quality, some red flags. Score adjusted by 0 pointsGrade C
SHAP feature alignment: +2.8pt (features align with model priorities)SHAP
Risk Factors
Quality concern: High accrual ratio (639.2%) — earnings quality concern; False stability: 0.036 vol with only -18.4% revenue growth — stagnation, not safety (declining revenue overrides sector exemption)Flag
Liquidity penalty: -25.0pt (grade F)Liquidity

Sector Peer Comparison(Financial Services — Rank #255 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
JSM37.6N/A-18.4%-2.5%$5.4B
CME86.427.29.9%57.5%$114.0B
FHB84.911.83.2%24.2%$3.1B
ACT84.58.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.4B
SEIC82.214.010.7%27.3%$9.9B
TROW79.910.13.1%28.5%$20.5B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.2B
HWC77.812.2-1.5%24.1%$5.6B
FFIN77.518.811.7%30.7%$4.7B
TRMK77.111.934.8%19.3%$2.6B
NMIH77.17.78.4%55.1%$3.0B
EWBC76.712.74.6%28.3%$15.3B
WSFS76.312.8-3.1%21.1%$3.5B
MCHB76.1N/A123.7%23.2%$3.1B
Sector Average47.526.813.4%-2.8%—

Market Sentimentvia FMP

Analyst Consensus
Hold2 analysts
Hold: 2
Price Target
$18consensus
Low $16Median $18High $19
-9.7% to consensus target

Company Overviewvia FMP

Navient Corp. engages in the provision of asset management and business processing solutions for education, healthcare and government clients at the federal, state and local levels. It operates through the following segments: Federal Education Loans, Consumer Lending, Business Processing and Other. The Federal Education Loans segment owns FFELP Loans and performs servicing and asset recovery services on FFELP Loan portfolio. The Consumer Lending segment owns, originates, acquires and services high-quality private education loans. The Business Processing segment engages in the provision of government and healthcare services. The Other segment consists of corporate liquidity portfolio, gains and losses incurred on the repurchase of debt, unallocated expenses of shared services and restructuring/other reorganization expenses. The company was founded in 1973 and is headquartered in Herndon, VA.

CEO
None
Beta
0.91
Industry
Financial - Credit Services
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
42.2
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-6.2%
High: $20.65
From 52W Low
+17.3%
Low: $16.51
Moving Averages
10-Day
$19.60
Below
20-Day
$19.60
Below
50-Day
$19.70
Below
200-Day
$19.30
Above
60-Day Support
$19.12
60-Day Resistance
$20.65
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 58/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+0.4%
200 SMA Slope (60d)
+1.98%
Flattening
Volume Ratio
0.78x
10d avg vs 50d avg
Days in Stage
77
Confidence: 90%

Entry & Exit Zones

Below Entry Zone
$18.34
Stop Entry Now Target
$25.00
Entry Zone
$19.50 – $20.29
SMA50 pullback zone ($19.5–$20.29)
Exit Target
$24.27
52-week high / +22% target ($24.27)
Stop Level
$18.91
Below SMA200 ($18.91)
Risk / Reward:1 : 4.44Favorable

Stage 2 uptrend — institutional accumulation phase. SMA50 pullbacks are the highest-probability entry points. Stop below SMA200 preserves capital if trend breaks.

Technical zones only — derived from moving averages and price structure. Not financial advice. Past technical patterns do not guarantee future performance.

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$746M$781M$778M$802M
Gross Profit$714M$749M$743M$753M
Operating Income$625M$644M$643M$626M
Net Income$-5M$-86M$14M$-2M
EPS (Diluted)$-0.05$-0.87$0.14$-0.02
Gross Margin95.7%95.9%95.5%93.9%
Operating Margin83.8%82.5%82.6%78.1%
Net Margin-0.7%-11.0%1.8%-0.2%

Why This Stock

Financial ServicesValuation below sector median

Tradability FilterGrade F — 0/100Score impact: -19.9pt

Low Tradability Warning

This stock has limited trading volume and/or float. Institutional investors may face difficulty entering or exiting positions without significant price impact. A post-hoc penalty has been applied to the composite score (this is not a backtested model factor — it is a practical tradability overlay).

Volume
0
20K avg/day
Dollar Vol
0
$401K/day
Float
0
0K shares
Mkt Cap
0
$5.4B
Range
0
25% spread
Composite Liquidity Score0/100
FDCBA
very low volumevery low dollar volumerange bound

Multi-Year Range Analysis

Range-BoundSideways: 63/100
Range-Bound Stock

This stock has traded in a compressed range for 3 of the last 5 years (3-year range: 30.5%). Range-bound stocks may indicate limited upside potential. A -3.2pt penalty has been applied.

YearLowHighRangeStatus
2021$22.45$25.9614.5%Narrow
2022$17.00$25.4839.9%Wide
2023$16.06$21.8330.5%Moderate
2024$17.51$21.8121.9%Narrow
2025$16.51$20.6522.3%Narrow
3-Year Range
30.5%
Narrow Years
3 / 5
Sideways Penalty
-3.2pt

Growth Projection Adjustment

0.15x dampening
severe revenue declinestagnation flagrange bound

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
0.0%
Outstanding Shares
274M
Bid-Ask Spread
25.0%
Institutional Tradable
No

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.