Nelnet: Consistent Value Creation Not Being Rewarded By The Market
Portfolio Pulse from
Nelnet is generating solid cash flows and strategically deploying them for high returns. Its software and payments business, NBS, is growing impressively and is valued at more than half of Nelnet's market cap. The intrinsic value is estimated at $175 per share, offering attractive upside potential.
March 16, 2025 | 3:15 am
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
Nelnet's consistent value creation through strategic cash flow deployment and the growth of its NBS business is not being fully recognized by the market. The intrinsic value is estimated at $175 per share, indicating significant upside potential.
Nelnet's software and payments business, NBS, is a major growth driver, valued at more than half of the company's market cap. The intrinsic value estimate of $175 per share suggests the market is undervaluing the stock, indicating potential for price appreciation.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100