Navan, Inc.

NasdaqGS:NAVN Stock Report

Market Cap: US$2.2b

Navan Management

Management criteria checks 2/4

Navan's CEO is Ariel Cohen, appointed in Feb 2015, has a tenure of 11.08 years. total yearly compensation is $1.63M, comprised of 50.1% salary and 49.9% bonuses, including company stock and options. directly owns 2.2% of the company’s shares, worth $48.64M. The average tenure of the management team and the board of directors is 1.8 years and 7.4 years respectively.

Key information

Ariel Cohen

Chief executive officer

US$1.6m

Total compensation

CEO salary percentage50.11%
CEO tenure11.1yrs
CEO ownership2.2%
Management average tenure1.8yrs
Board average tenure7.4yrs

Recent management updates

Recent updates

AI Automation And Enterprise Wins Will Drive Long Term Corporate Travel Upside

Catalysts About Navan Navan provides an end to end, AI led corporate travel, payments and expense management platform for businesses of all sizes. What are the underlying business or industry changes driving this perspective?

Navan: Using AI To Do Real Work With Significant Benefits For Users And Shareholders

Jan 15

CEO Compensation Analysis

How has Ariel Cohen's remuneration changed compared to Navan's earnings?
DateTotal CompensationSalaryCompany Earnings
Oct 31 2025n/an/a

-US$372m

Jul 31 2025n/an/a

-US$188m

Apr 30 2025n/an/a

-US$185m

Jan 31 2025US$2mUS$817k

-US$181m

Compensation vs Market: Ariel's total compensation ($USD1.63M) is below average for companies of similar size in the US market ($USD5.37M).

Compensation vs Earnings: Insufficient data to compare Ariel's compensation with company performance.


CEO

Ariel Cohen (50 yo)

11.1yrs
Tenure
US$1,629,840
Compensation

Mr. Ariel M. Cohen had been Independent Director of Lyft, Inc. since March 29, 2021 until May 22, 2025. He is Co-Founder and Chief Executive Officer and Director of Navan, Inc. (formerly TripActions, Inc.)...


Leadership Team

NamePositionTenureCompensationOwnership
Ariel Cohen
Co-Founder11.1yrsUS$1.63m2.2%
$ 48.6m
Michael Sindicich
President1yrUS$2.11m0.097%
$ 2.1m
Ilan Twig
Co-Founder11.1yrsUS$1.48m3.95%
$ 87.4m
Amy Butte Liebowitz
Advisorless than a yearno data0.32%
$ 7.1m
Aurelien Nolf
Chief Financial Officerno datano datano data
Ofer Ben-David
Chief Operating Officerless than a yearno datano data
Anne Giviskos
Senior VP of Strategic Finance & Chief Accounting Officer1.8yrsno data0.030%
$ 666.2k
Ryan Burkart
Vice President of Investor Relationsno datano datano data
Howard Baik
General Counsel & Secretary3.8yrsno datano data
Erika White
Chief Marketing Officerless than a yearno datano data
Grant McGrail
Chief Revenue Officer4.1yrsno datano data
Yoad Shraybom
Chief Executive Officer of Growth3.2yrsno datano data
1.8yrs
Average Tenure
51yo
Average Age

Experienced Management: NAVN's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Ariel Cohen
Co-Founder11.1yrsUS$1.63m2.2%
$ 48.6m
Ilan Twig
Co-Founder11.1yrsUS$1.48m3.95%
$ 87.4m
Oren Zeev
Independent Director10.9yrsno data0.023%
$ 509.1k
Michael Kourey
Independent Director1.4yrsno data0%
$ 0
Benjamin Horowitz
Lead Independent Director7.4yrsno datano data
Sandesh Patnam
Independent Director3.7yrsno data0.014%
$ 313.2k
Anre Williams
Independent Directorless than a yearno data0.040%
$ 889.0k
Adam Bain
Board of Advisorno datano datano data
Arif Janmohamed
Independent Director8.9yrsno datano data
David George
Board Advisorno datano datano data
Clara Liang
Independent Director3.5yrsUS$59.66k0%
$ 0
Daniel Rose
Board Observerno datano datano data
7.4yrs
Average Tenure
51.5yo
Average Age

Experienced Board: NAVN's board of directors are considered experienced (7.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/24 18:14
End of Day Share Price 2026/03/24 00:00
Earnings2025/10/31
Annual Earnings2025/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Navan, Inc. is covered by 15 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Daniel JesterBMO Capital Markets Equity Research
Andrew DeGasperiBNP Paribas
James FullerBTIG