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SLM Corp (SLMBP) Stock Fundamental Analysis & AI Rating 2026

SLMBP Nasdaq Personal Credit Institutions DE CIK: 0001032033
Recently Updated • Analysis: Apr 16, 2026 • SEC Data: 2025-12-31
SELL
72% Conf
Pending
Analysis scheduled

📊 SLMBP Key Takeaways

Revenue: $2.6B
Net Margin: 28.4%
Free Cash Flow: $-398.6M
Current Ratio: N/A
Debt/Equity: 2.19x
EPS: $3.46
AI Rating: SELL with 72% confidence
SLM Corp (SLMBP) receives a SELL rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.6B, net profit margin of 28.4%, and return on equity (ROE) of 30.4%, SLM Corp demonstrates mixed fundamentals in the Finance sector. Below is our complete SLMBP stock analysis for 2026.

Is SLM Corp (SLMBP) a Good Investment?

Claude

SLM Corp exhibits strong profitability metrics (28.4% net margin, 30.4% ROE) but faces critical financial deterioration signals. Negative operating cash flow of -$398.6M despite +$744.8M net income indicates earnings quality issues, while high leverage (2.19x Debt/Equity) and weak interest coverage (3.6x) create vulnerability.

Why Buy SLM Corp Stock? SLMBP Key Strengths

Claude
  • + Strong revenue growth of 74.9% year-over-year demonstrates market demand
  • + Excellent net profit margin of 28.4% and operating margin of 37.8% show pricing power
  • + Solid cash position of $4.2B provides near-term liquidity buffer

SLMBP Stock Risks: SLM Corp Investment Risks

Claude
  • ! Negative operating cash flow of -$398.6M contradicts positive net income, signaling earnings quality concerns or unsustainable working capital dynamics
  • ! High financial leverage (2.19x Debt/Equity ratio) combined with modest interest coverage (3.6x) leaves minimal margin for operational stress or rate volatility
  • ! Divergence between revenue growth (74.9%) and net income growth (2.2%) suggests deteriorating business economics and potential margin compression

Key Metrics to Watch

Claude
  • * Operating cash flow trend and cash conversion rate relative to reported earnings
  • * Interest coverage ratio movement and total debt levels
  • * Net income growth acceleration to match revenue growth trajectory

SLM Corp (SLMBP) Financial Metrics & Key Ratios

Revenue
$2.6B
Net Income
$744.8M
EPS (Diluted)
$3.46
Free Cash Flow
$-398.6M
Total Assets
$29.7B
Cash Position
$4.2B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

SLMBP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 37.8%
Net Margin 28.4%
ROE 30.4%
ROA 2.5%
FCF Margin -15.2%

SLMBP vs Finance Sector: How SLM Corp Compares

How SLM Corp compares to Finance sector averages

Net Margin
SLMBP 28.4%
vs
Sector Avg 25.0%
SLMBP Sector
ROE
SLMBP 30.4%
vs
Sector Avg 12.0%
SLMBP Sector
Current Ratio
SLMBP 0.0x
vs
Sector Avg 1.2x
SLMBP Sector
Debt/Equity
SLMBP 2.2x
vs
Sector Avg 2.0x
SLMBP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is SLM Corp Stock Overvalued? SLMBP Valuation Analysis 2026

Based on fundamental analysis, SLM Corp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
30.4%
Sector avg: 12%
Net Profit Margin
28.4%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.19x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

SLM Corp Balance Sheet: SLMBP Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
2.19x
Debt/Assets
91.8%
Interest Coverage
3.59x
Long-term Debt
$5.4B

SLMBP Revenue & Earnings Growth: 5-Year Financial Trend

SLMBP 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: SLM Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.41 reflects profitable operations.

SLMBP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-15.2%
Free cash flow / Revenue

SLM Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$398.6M
Cash generated from operations
Stock Buybacks
$368.7M
Shares repurchased (TTM)
Dividends Paid
$107.7M
Returned to shareholders

SLMBP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for SLM Corp (CIK: 0001032033)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/wk-form4_1775160310.xml View →
Mar 19, 2026 4 xslF345X06/wk-form4_1773951110.xml View →
Mar 19, 2026 4 xslF345X06/wk-form4_1773951000.xml View →
Mar 19, 2026 4 xslF345X06/wk-form4_1773950822.xml View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773691324.xml View →

Frequently Asked Questions about SLMBP

What is the AI rating for SLMBP?

SLM Corp (SLMBP) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SLMBP's key strengths?

Claude: Strong revenue growth of 74.9% year-over-year demonstrates market demand. Excellent net profit margin of 28.4% and operating margin of 37.8% show pricing power.

What are the risks of investing in SLMBP?

Claude: Negative operating cash flow of -$398.6M contradicts positive net income, signaling earnings quality concerns or unsustainable working capital dynamics. High financial leverage (2.19x Debt/Equity ratio) combined with modest interest coverage (3.6x) leaves minimal margin for operational stress or rate volatility.

What is SLMBP's revenue and growth?

SLM Corp reported revenue of $2.6B.

Does SLMBP pay dividends?

SLM Corp pays dividends, with $107.7M distributed to shareholders in the trailing twelve months.

Where can I find SLMBP SEC filings?

Official SEC filings for SLM Corp (CIK: 0001032033) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SLMBP's EPS?

SLM Corp has a diluted EPS of $3.46.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SLMBP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, SLM Corp has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SLMBP stock overvalued or undervalued?

Valuation metrics for SLMBP: ROE of 30.4% (sector avg: 12%), net margin of 28.4% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy SLMBP stock in 2026?

Our dual AI analysis gives SLM Corp a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is SLMBP's free cash flow?

SLM Corp's operating cash flow is $-398.6M, with capital expenditures of N/A. FCF margin is -15.2%.

How does SLMBP compare to other Finance stocks?

Vs Finance sector averages: Net margin 28.4% (avg: 25%), ROE 30.4% (avg: 12%), current ratio N/A (avg: 1.2).

Is SLM Corp carrying too much debt?

SLMBP has a debt-to-equity ratio of 2.19x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is SLMBP's return on equity (ROE) so high?

SLM Corp has a return on equity of 30.4%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 28.4% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 16, 2026 | Data as of: 2025-12-31 | Powered by Claude AI