Navient (NAVI) Invested Capital (2016 - 2026)
Navient's Invested Capital was $6.61 billion in Q2 2026, down 9.6% from $7.32 billion a year earlier and down 19.8% from the prior quarter.
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Analysis
Navient (NAVI) Invested Capital (2016 - 2026) Analysis & Trends
For FY2025, Invested Capital at Navient came in at $7.47 billion, down 3.9% from FY2024.
- Invested Capital shows a five-year compound annual growth rate of -3.8% (FY2020 to FY2025).
- In earlier years, Invested Capital was $7.78 billion in FY2024 (+11.3%), $6.99 billion in FY2023 (-21.0%), $8.85 billion in FY2022 (+73.5%) and $5.1 billion in FY2021 (-43.7%).
- The Q2 2026 figure marks the lowest quarterly Invested Capital since Q4 2021.
- Compared with a year earlier, Invested Capital was higher in four of the last eight quarters, with growth averaging 0.1%.
- The best year-over-year quarter for Invested Capital over five years was Q4 2022 (growth of 73.5%); the worst was Q4 2021 (a decline of 43.7%).
- Per Business Quant data, NAVI's Invested Capital in the three quarters before Q2 2026 was $8.25 billion (Q1 2026), $7.47 billion (Q4 2025) and $7.36 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Navient | 850.62 Mn | -1.75 Bn | - | 6.61 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.61 Bn |
| Mar 31, 2026 | 8.25 Bn |
| Dec 31, 2025 | 7.47 Bn |
| Sep 30, 2025 | 7.36 Bn |
| Jun 30, 2025 | 7.32 Bn |
| Mar 31, 2025 | 7.44 Bn |
| Dec 31, 2024 | 7.78 Bn |
| Sep 30, 2024 | 8.00 Bn |
| Jun 30, 2024 | 8.07 Bn |
| Mar 31, 2024 | 7.19 Bn |
| Dec 31, 2023 | 6.99 Bn |
| Sep 30, 2023 | 7.56 Bn |
| Jun 30, 2023 | 7.77 Bn |
| Mar 31, 2023 | 8.71 Bn |
| Dec 31, 2022 | 8.85 Bn |
| Sep 30, 2022 | 8.65 Bn |
| Jun 30, 2022 | 7.54 Bn |
| Mar 31, 2022 | 6.63 Bn |
| Dec 31, 2021 | 5.10 Bn |
| Sep 30, 2021 | 5.52 Bn |
API Access
Navient Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=NAVI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "NAVI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=NAVI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();