NAVI vs SVFAU

Comparison between Navient Corp (NAVI, Company) and SVF Investment Corp - Units (1 Ord Share Class A & 1/5 War) (SVFAU, Company).

NAVI vs SVFAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAVI(COMPANY)	SVFAU(COMPANY)
Market Cap	$769M	$766M
Max Drawdown	77.85%	32.21%
Sharpe Ratio	-0.85	-0.96
5Y Beta	1.00	N/A
Industry	Credit Services	N/A
P/E Ratio	-13.99	20.48
Forward P/E	10.35	N/A
Dividend Yield	7.77%	N/A
5Y Dividends CAGR	9.66%	N/A
Debt to Equity	1896.17%	N/A
Free Cash Flow Yield	42.03%	-0.16%
P/B Ratio	N/A	-30.40

Market Cap

Winner

NAVI

$769M

SVFAU

$766M

Max Drawdown

NAVI

77.85%

Winner

SVFAU

32.21%

Sharpe Ratio

Winner

NAVI

-0.85

SVFAU

-0.96

5Y Beta

NAVI

1.00

SVFAU

N/A

Industry

NAVI

Credit Services

SVFAU

N/A

P/E Ratio

Winner

NAVI

-13.99

SVFAU

20.48

Forward P/E

NAVI

10.35

SVFAU

N/A

Dividend Yield

NAVI

7.77%

SVFAU

N/A

5Y Dividends CAGR

NAVI

9.66%

SVFAU

N/A

Debt to Equity

NAVI

1896.17%

SVFAU

N/A

Free Cash Flow Yield

Winner

NAVI

42.03%

SVFAU

-0.16%

P/B Ratio

NAVI

N/A

SVFAU

-30.40

NAVI vs SVFAU - Historical Returns

Returns include dividend reinvestment.

Period	NAVI	SVFAU
1 month	+3.52%	+0.54%
3 months	+6.59%	+1.65%
6 months	-33.65%	+2.63%
1 year	-32.67%	+2.58%
5 years(CAGR)	-10.46%	N/A
10 years(CAGR)	+1.18%	N/A
Max(CAGR)	-1.04%	-7.83%

Winner

NAVI

+3.52%

SVFAU

+0.54%

Winner

NAVI

+6.59%

SVFAU

+1.65%

NAVI

-33.65%

Winner

SVFAU

+2.63%

NAVI

-32.67%

Winner

SVFAU

+2.58%

5Y(CAGR)

NAVI

-10.46%

SVFAU

N/A

10Y(CAGR)

NAVI

+1.18%

SVFAU

N/A

Max(CAGR)

Winner

NAVI

-1.04%

SVFAU

-7.83%

NAVI vs SVFAU - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	NAVI	SVFAU
2026	-31.06%	N/A
2025	+4.38%	N/A
2024	-25.09%	N/A
2023	+16.94%	+0.35%
2022	-20.34%	-2.38%
2021	+120.66%	-14.33%
2020	-22.98%	N/A
2019	+54.65%	N/A
2018	-32.03%	N/A
2017	-16.08%	N/A
2016	+49.68%	N/A
2015	-45.25%	N/A
2014	+30.43%	N/A

NAVI vs SVFAU Drawdown Comparison

The maximum drawdown for NAVI was -71.57%, occurring on Mar 18, 2020. Recovery took 1598 trading sessions.

The maximum drawdown for SVFAU was -32.21%, occurring on May 18, 2022. This drawdown has not yet recovered.

The current NAVI drawdown is -55.38%. The current SVFAU drawdown is -29.97%.

Rank	NAVI	SVFAU
#1	-71.57% Dec 22, 2014 - Apr 29, 2021	-32.21% Feb 11, 2021 - May 18, 2022
#2	-61.60% Sep 17, 2021 - Jun 3, 2026	-5.35% Jan 20, 2021 - Feb 3, 2021
#3	-8.30% Jun 16, 2021 - Jul 12, 2021	-1.90% Feb 3, 2021 - Feb 8, 2021
#4	-7.76% May 1, 2014 - Jun 11, 2014	-0.99% Jan 12, 2021 - Jan 14, 2021
#5	-6.33% Jul 14, 2014 - Sep 18, 2014	N/A
#6	-4.84% May 7, 2021 - May 17, 2021	N/A
#7	-4.38% Sep 24, 2014 - Oct 17, 2014	N/A
#8	-3.81% Jul 12, 2021 - Jul 21, 2021	N/A
#9	-3.50% Jul 21, 2021 - Aug 2, 2021	N/A
#10	-3.07% Dec 9, 2014 - Dec 18, 2014	N/A
#11	-2.70% Nov 3, 2014 - Nov 6, 2014	N/A
#12	-2.59% Apr 17, 2014 - May 1, 2014	N/A
#13	-2.00% Sep 13, 2021 - Sep 17, 2021	N/A
#14	-1.91% Apr 29, 2021 - May 6, 2021	N/A
#15	-1.83% May 24, 2021 - May 26, 2021	N/A

Correlation

Correlation between NAVI and SVFAU is -0.61 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.61

-101