NEW ENGLAND REALTY ASSOC-LP (NEN) Stock Fundamental Analysis
USA - NYSEARCA:NEN - US6442061049
70.0001 USD
0 (0%)
We assign a fundamental rating of 4 out of 10 to NEN. NEN was compared to 63 industry peers in the Real Estate Management & Development industry. NEN scores excellent on profitability, but there are concerns on its financial health. NEN is valued correctly, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
NEN had positive earnings in the past year.
NEN had a positive operating cash flow in the past year.
NEN had positive earnings in 4 of the past 5 years.
NEN had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
The Return On Assets of NEN (3.25%) is better than 84.13% of its industry peers.
With a decent Return On Invested Capital value of 5.03%, NEN is doing good in the industry, outperforming 73.02% of the companies in the same industry.
NEN had an Average Return On Invested Capital over the past 3 years of 4.38%. This is in line with the industry average of 6.33%.
The last Return On Invested Capital (5.03%) for NEN is above the 3 year average (4.38%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.25% | ||
| ROE | N/A | ||
| ROIC | 5.03% |
ROA(3y)2.37%
ROA(5y)1.37%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)4.38%
ROIC(5y)4.1%
1.3 Margins
NEN has a Profit Margin of 19.48%. This is amongst the best in the industry. NEN outperforms 90.48% of its industry peers.
NEN's Profit Margin has improved in the last couple of years.
With an excellent Operating Margin value of 31.97%, NEN belongs to the best of the industry, outperforming 93.65% of the companies in the same industry.
In the last couple of years the Operating Margin of NEN has grown nicely.
Looking at the Gross Margin, with a value of 59.75%, NEN belongs to the top of the industry, outperforming 84.13% of the companies in the same industry.
NEN's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 31.97% | ||
| PM (TTM) | 19.48% | ||
| GM | 59.75% |
OM growth 3Y11.48%
OM growth 5Y1.98%
PM growth 3YN/A
PM growth 5Y12.43%
GM growth 3Y1.63%
GM growth 5Y-0.25%
2. Health
2.1 Basic Checks
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so NEN is destroying value.
NEN has less shares outstanding than it did 1 year ago.
NEN has less shares outstanding than it did 5 years ago.
The debt/assets ratio for NEN has been reduced compared to a year ago.
2.2 Solvency
Based on the Altman-Z score of 0.21, we must say that NEN is in the distress zone and has some risk of bankruptcy.
NEN has a worse Altman-Z score (0.21) than 68.25% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.21 |
ROIC/WACC0.73
WACC6.91%
2.3 Liquidity
NEN has a Current Ratio of 0.26. This is a bad value and indicates that NEN is not financially healthy enough and could expect problems in meeting its short term obligations.
The Current ratio of NEN (0.26) is worse than 88.89% of its industry peers.
NEN has a Quick Ratio of 0.26. This is a bad value and indicates that NEN is not financially healthy enough and could expect problems in meeting its short term obligations.
The Quick ratio of NEN (0.26) is worse than 88.89% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.26 | ||
| Quick Ratio | 0.26 |
3. Growth
3.1 Past
NEN shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 34.73%, which is quite impressive.
The Earnings Per Share has been growing by 20.14% on average over the past years. This is a very strong growth
NEN shows a small growth in Revenue. In the last year, the Revenue has grown by 4.94%.
NEN shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.90% yearly.
EPS 1Y (TTM)34.73%
EPS 3YN/A
EPS 5Y20.14%
EPS Q2Q%2.36%
Revenue 1Y (TTM)4.94%
Revenue growth 3Y8.74%
Revenue growth 5Y5.9%
Sales Q2Q%5.94%
3.2 Future
No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
4. Valuation
4.1 Price/Earnings Ratio
NEN is valuated cheaply with a Price/Earnings ratio of 0.51.
Based on the Price/Earnings ratio, NEN is valued cheaper than 100.00% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 25.89, NEN is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 0.51 | ||
| Fwd PE | N/A |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, NEN is valued a bit cheaper than 76.19% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 15.97 |
4.3 Compensation for Growth
NEN has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.03
EPS Next 2YN/A
EPS Next 3YN/A
5. Dividend
5.1 Amount
NEN has a Yearly Dividend Yield of 2.29%. Purely for dividend investing, there may be better candidates out there.
NEN's Dividend Yield is rather good when compared to the industry average which is at 3.44. NEN pays more dividend than 92.06% of the companies in the same industry.
NEN's Dividend Yield is comparable with the S&P500 average which is at 2.36.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.29% |
5.2 History
The dividend of NEN is nicely growing with an annual growth rate of 20.30%!
NEN has paid a dividend for at least 10 years, which is a reliable track record.
NEN has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)20.3%
Div Incr Years4
Div Non Decr Years35
5.3 Sustainability
NEN pays out 104.55% of its income as dividend. This is not a sustainable payout ratio.
NEN's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP104.55%
EPS Next 2YN/A
EPS Next 3YN/A
NYSEARCA:NEN (11/14/2025, 8:09:24 PM)
70.0001
0 (0%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryReal Estate Management & Development
Earnings (Last)
Earnings (Next)
Inst Owners3.04%
Inst Owner Change-2.84%
Ins Owners3.31%
Ins Owner Change-0.01%
Market Cap196.00M
Revenue(TTM)82.52M
Net Income(TTM)16.07M
Analysts0
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.29% |
Yearly Dividend97.03
Dividend Growth(5Y)20.3%
DP104.55%
Div Incr Years4
Div Non Decr Years35
Ex-Date
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 0.51 | ||
| Fwd PE | N/A | ||
| P/S | 2.38 | ||
| P/FCF | N/A | ||
| P/OCF | 5.1 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 15.97 |
EPS(TTM)137.69
EY196.7%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)-35.44
FCFYN/A
OCF(TTM)13.73
OCFY19.62%
SpS29.47
BVpS-24.63
TBVpS-26.46
PEG (NY)N/A
PEG (5Y)0.03
Graham NumberN/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.25% | ||
| ROE | N/A | ||
| ROCE | 6.36% | ||
| ROIC | 5.03% | ||
| ROICexc | 5.24% | ||
| ROICexgc | 5.36% | ||
| OM | 31.97% | ||
| PM (TTM) | 19.48% | ||
| GM | 59.75% | ||
| FCFM | N/A |
ROA(3y)2.37%
ROA(5y)1.37%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)4.38%
ROIC(5y)4.1%
ROICexc(3y)4.72%
ROICexc(5y)4.61%
ROICexgc(3y)4.78%
ROICexgc(5y)4.66%
ROCE(3y)5.55%
ROCE(5y)5.26%
ROICexgc growth 3Y7.49%
ROICexgc growth 5Y2.91%
ROICexc growth 3Y7.56%
ROICexc growth 5Y2.69%
OM growth 3Y11.48%
OM growth 5Y1.98%
PM growth 3YN/A
PM growth 5Y12.43%
GM growth 3Y1.63%
GM growth 5Y-0.25%
F-Score7
Asset Turnover0.17
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 10.19 | ||
| Cap/Depr | 816.8% | ||
| Cap/Sales | 166.87% | ||
| Interest Coverage | 1.79 | ||
| Cash Conversion | 88.94% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.26 | ||
| Quick Ratio | 0.26 | ||
| Altman-Z | 0.21 |
F-Score7
WACC6.91%
ROIC/WACC0.73
Cap/Depr(3y)150.34%
Cap/Depr(5y)97.7%
Cap/Sales(3y)33.4%
Cap/Sales(5y)22.14%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)34.73%
EPS 3YN/A
EPS 5Y20.14%
EPS Q2Q%2.36%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)4.94%
Revenue growth 3Y8.74%
Revenue growth 5Y5.9%
Sales Q2Q%5.94%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y15.26%
EBIT growth 3Y21.22%
EBIT growth 5Y7.99%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-2282.49%
FCF growth 3Y-8.81%
FCF growth 5YN/A
OCF growth 1Y72.8%
OCF growth 3Y26.48%
OCF growth 5Y7.3%
NEW ENGLAND REALTY ASSOC-LP / NEN FAQ
What is the fundamental rating for NEN stock?
ChartMill assigns a fundamental rating of 4 / 10 to NEN.
Can you provide the valuation status for NEW ENGLAND REALTY ASSOC-LP?
ChartMill assigns a valuation rating of 4 / 10 to NEW ENGLAND REALTY ASSOC-LP (NEN). This can be considered as Fairly Valued.
What is the profitability of NEN stock?
NEW ENGLAND REALTY ASSOC-LP (NEN) has a profitability rating of 8 / 10.
Can you provide the financial health for NEN stock?
The financial health rating of NEW ENGLAND REALTY ASSOC-LP (NEN) is 1 / 10.
Can you provide the dividend sustainability for NEN stock?
The dividend rating of NEW ENGLAND REALTY ASSOC-LP (NEN) is 5 / 10 and the dividend payout ratio is 104.55%.