NEW ENGLAND REALTY ASSOC-LP (NEN) Stock Fundamental Analysis
USA - NYSEARCA:NEN - US6442061049
70 USD
0 (0%)
Taking everything into account, NEN scores 4 out of 10 in our fundamental rating. NEN was compared to 63 industry peers in the Real Estate Management & Development industry. NEN has an excellent profitability rating, but there are concerns on its financial health. NEN has a valuation in line with the averages, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
In the past year NEN was profitable.
In the past year NEN had a positive cash flow from operations.
Of the past 5 years NEN 4 years were profitable.
Each year in the past 5 years NEN had a positive operating cash flow.
1.2 Ratios
NEN has a Return On Assets of 3.25%. This is amongst the best in the industry. NEN outperforms 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.
Measured over the past 3 years, the Average Return On Invested Capital for NEN is in line with the industry average of 6.31%.
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's Profit Margin of 19.48% is amongst the best of the industry. NEN outperforms 90.48% of its industry peers.
In the last couple of years the Profit Margin of NEN has grown nicely.
NEN has a better Operating Margin (31.97%) than 93.65% of its industry peers.
In the last couple of years the Operating Margin of NEN has grown nicely.
With an excellent Gross Margin value of 59.75%, NEN belongs to the best 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.
The number of shares outstanding for NEN has been reduced compared to 1 year ago.
Compared to 5 years ago, NEN has less shares outstanding
NEN has a better debt/assets ratio than last year.
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.
With a Altman-Z score value of 0.21, NEN is not doing good in the industry: 69.84% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.21 |
ROIC/WACC0.73
WACC6.9%
2.3 Liquidity
A Current Ratio of 0.26 indicates that NEN may have some problems paying 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
The Earnings Per Share has grown by an impressive 34.73% over the past year.
NEN shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 20.14% yearly.
NEN shows a small growth in Revenue. In the last year, the Revenue has grown by 4.94%.
The Revenue has been growing slightly by 5.90% on average over the past years.
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
With a Price/Earnings ratio of 0.51, the valuation of NEN can be described as very cheap.
Based on the Price/Earnings ratio, NEN is valued cheaper than 100.00% of the companies in the same industry.
NEN is valuated cheaply when we compare the Price/Earnings ratio to 26.28, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 0.51 | ||
| Fwd PE | N/A |
4.2 Price Multiples
NEN's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. NEN is 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 3.46. NEN pays more dividend than 92.06% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.36, NEN has a dividend comparable with the average S&P500 company.
| 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 been paying a dividend for at least 10 years, so it has 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
104.55% of the earnings are spent on dividend by NEN. This is not a sustainable payout ratio.
The dividend of NEN is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP104.55%
EPS Next 2YN/A
EPS Next 3YN/A
NYSEARCA:NEN (11/10/2025, 8:15:12 PM)
70
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
WACC6.9%
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%.