Event-Driven Stocks

Navan, Inc.

NAVNNasdaq

Technology · Services-Prepackaged Software · DE · SEC filings ↗ · Compare ⊕

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Signs4 good3 warningdetails ↓

Financials

SEC XBRL · annual
 FY26FY25FY24
Revenue$702.3M$536.8M$402.3M
Operating income−$196.9M−$107.6M−$246.3M
Net income−$398.0M−$181.1M−$331.6M
Total assets$1.71B$1.08B
Total liabilities$500.7M$969.7M
Equity$1.21B−$1.19B−$1.08B
EPS (diluted)$-4.07$-4.00$-7.44
Shares out.97.8M45.8M44.6M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2026
Operating margin
−28.0%
Net margin
−56.7%
Return on equity
−32.9%
Return on assets
−23.3%
Return on capital (ROCE)
−14.2%
Liabilities / assets
29.3%
Debt / equity
0.41×
Book value / share
$12.35
Revenue growth (YoY)
30.8%
Net income growth (YoY)

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2026
Altman Z″ (distress)
1.70grey zone
Accruals / assets
25.3%clean
Beneish M-Score
-3.49normal
Piotroski F-Score
4/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
62
/ 100
Profitability 0Growth 100Catalyst 33Earnings quality 100Financial strength 75

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

3 warning4 good
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Altman Z″ in the grey zone
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20264.1M1.1-31.0%
Apr 30, 20266.0M2.9-17.3%
Apr 15, 20267.2M2.3+7.2%
Mar 31, 20266.7M1.4-9.9%
Mar 13, 20267.5M5.6+34.9%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗
  • 4Jun 1, 2026
  • 144May 28, 2026
  • 4May 26, 2026
  • 4May 26, 2026
  • 4May 26, 2026
  • 4May 22, 2026
  • 4May 22, 2026
  • 4May 22, 2026
  • ARSMay 12, 2026
  • DEFA14AMay 12, 2026
  • DEF 14AMay 12, 2026
  • 144May 6, 2026
  • 8-KApr 17, 2026
  • 10-KApr 2, 2026
  • 4Mar 31, 2026

Event-driven situations (1)