NEW ENGLAND REALTY ASSOC-LP (NEN) Stock Fundamental Analysis
USA - NYSEARCA:NEN - US6442061049
70 USD
-0.55 (-0.78%)
NEN gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 63 industry peers in the Real Estate Management & Development industry. While NEN has a great profitability rating, there are quite some 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
NEN had positive earnings in the past year.
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.
Looking at the Return On Invested Capital, with a value of 5.03%, NEN is in the better half of the industry, outperforming 74.60% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for NEN is in line with the industry average of 6.25%.
The 3 year average ROIC (4.38%) for NEN is below the current ROIC(5.03%), indicating increased profibility in the last year.
| 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 92.06% 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.
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.
In the last couple of years the Gross Margin of NEN has remained more or less at the same level.
| 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
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.
With a Altman-Z score value of 0.21, NEN is not doing good in the industry: 68.25% 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
WACC6.88%
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.
Looking at the Quick ratio, with a value of 0.26, NEN is doing worse than 87.30% of the companies in the same industry.
| 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.
The Earnings Per Share has been growing by 20.14% on average over the past years. This is a very strong growth
The Revenue has been growing slightly by 4.94% in the past year.
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
The Price/Earnings ratio is 0.51, which indicates a rather cheap valuation of NEN.
Based on the Price/Earnings ratio, NEN is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.
NEN is valuated cheaply when we compare the Price/Earnings ratio to 25.83, 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 74.60% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 16.01 |
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 2.27%.
NEN's Dividend Yield is rather good when compared to the industry average which is at 3.46. NEN pays more dividend than 90.48% of the companies in the same industry.
NEN's Dividend Yield is comparable with the S&P500 average which is at 2.37.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.27% |
5.2 History
On average, the dividend of NEN grows each year by 20.30%, which is quite nice.
NEN has paid a dividend for at least 10 years, which is a reliable track record.
NEN has not decreased their dividend for at least 10 years, which is a reliable track record.
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.
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 (11/7/2025, 8:04:00 PM)
70
-0.55 (-0.78%)
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-3.62%
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 | 2.27% |
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 | 16.01 |
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
WACC6.88%
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%.