NEW ENGLAND REALTY ASSOC-LP (NEN) Fundamental Analysis & Valuation

NYSEARCA:NEN • US6442061049

Current stock price

61.99 USD
+1 (+1.64%)
Last:

This NEN fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. NEN Profitability Analysis

1.1 Basic Checks

  • In the past year NEN was profitable.
  • NEN had a positive operating cash flow in the past year.
  • NEN had positive earnings in 4 of the past 5 years.
  • In the past 5 years NEN always reported a positive cash flow from operatings.
NEN Yearly Net Income VS EBIT VS OCF VS FCFNEN Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 -50M -100M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 1.19%, NEN is in the better half of the industry, outperforming 62.90% of the companies in the same industry.
  • NEN's Return On Invested Capital of 3.51% is fine compared to the rest of the industry. NEN outperforms 70.97% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for NEN is in line with the industry average of 5.32%.
Industry RankSector Rank
ROA 1.19%
ROE N/A
ROIC 3.51%
ROA(3y)2.46%
ROA(5y)1.51%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)4.3%
ROIC(5y)3.97%
NEN Yearly ROA, ROE, ROICNEN Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 -10 -20

1.3 Margins

  • The Profit Margin of NEN (6.76%) is better than 75.81% of its industry peers.
  • NEN's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 24.38%, NEN belongs to the top of the industry, outperforming 90.32% of the companies in the same industry.
  • In the last couple of years the Operating Margin of NEN has remained more or less at the same level.
  • With an excellent Gross Margin value of 57.85%, NEN belongs to the best of the industry, outperforming 83.87% of the companies in the same industry.
  • NEN's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 24.38%
PM (TTM) 6.76%
GM 57.85%
OM growth 3Y-2.72%
OM growth 5Y0.23%
PM growth 3Y7.44%
PM growth 5Y24.14%
GM growth 3Y-0.34%
GM growth 5Y-1.14%
NEN Yearly Profit, Operating, Gross MarginsNEN Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

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4

2. NEN Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so NEN is still creating some value.
  • The number of shares outstanding for NEN has been reduced compared to 1 year ago.
  • The number of shares outstanding for NEN has been reduced compared to 5 years ago.
  • NEN has a worse debt/assets ratio than last year.
NEN Yearly Shares OutstandingNEN Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20K 40K 60K 80K 100K
NEN Yearly Total Debt VS Total AssetsNEN Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M 500M

2.2 Solvency

  • NEN has an Altman-Z score of 0.16. This is a bad value and indicates that NEN is not financially healthy and even has some risk of bankruptcy.
  • NEN's Altman-Z score of 0.16 is on the low side compared to the rest of the industry. NEN is outperformed by 67.74% of its industry peers.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Altman-Z 0.16
ROIC/WACC1.05
WACC3.33%
NEN Yearly LT Debt VS Equity VS FCFNEN Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M 400M

2.3 Liquidity

  • A Current Ratio of 2.18 indicates that NEN has no problem at all paying its short term obligations.
  • Looking at the Current ratio, with a value of 2.18, NEN is in the better half of the industry, outperforming 61.29% of the companies in the same industry.
  • A Quick Ratio of 2.01 indicates that NEN has no problem at all paying its short term obligations.
  • Looking at the Quick ratio, with a value of 2.01, NEN is in the better half of the industry, outperforming 62.90% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.18
Quick Ratio 2.01
NEN Yearly Current Assets VS Current LiabilitesNEN Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M

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3

3. NEN Growth Analysis

3.1 Past

  • The earnings per share for NEN have decreased strongly by -61.39% in the last year.
  • Measured over the past years, NEN shows a very strong growth in Earnings Per Share. The EPS has been growing by 34.64% on average per year.
  • NEN shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.76%.
  • Measured over the past years, NEN shows a small growth in Revenue. The Revenue has been growing by 7.51% on average per year.
EPS 1Y (TTM)-61.39%
EPS 3Y18.64%
EPS 5Y34.64%
EPS Q2Q%-133.12%
Revenue 1Y (TTM)10.76%
Revenue growth 3Y9.31%
Revenue growth 5Y7.51%
Sales Q2Q%15.71%

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.
NEN Yearly Revenue VS EstimatesNEN Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M

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4

4. NEN Valuation Analysis

4.1 Price/Earnings Ratio

  • NEN is valuated cheaply with a Price/Earnings ratio of 1.20.
  • 100.00% of the companies in the same industry are more expensive than NEN, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 27.42. NEN is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 1.2
Fwd PE N/A
NEN Price Earnings VS Forward Price EarningsNEN Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of NEN indicates a rather cheap valuation: NEN is cheaper than 87.10% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 11.25
NEN Per share dataNEN EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 500 -500 -1K

4.3 Compensation for Growth

  • NEN has a very decent 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

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. NEN Dividend Analysis

5.1 Amount

  • NEN has a Yearly Dividend Yield of 2.69%. 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 0.84. NEN pays more dividend than 90.32% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.81, NEN pays a bit more dividend than the S&P500 average.
Industry RankSector Rank
Dividend Yield 2.69%

5.2 History

  • On average, the dividend of NEN grows each year by 30.31%, which is quite nice.
  • NEN has been paying a dividend for at least 10 years, so it has a reliable track record.
  • NEN has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)30.31%
Div Incr Years4
Div Non Decr Years34
NEN Yearly Dividends per shareNEN Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

  • 278.44% of the earnings are spent on dividend by NEN. This is not a sustainable payout ratio.
  • NEN's earnings are growing around the same pace than its dividend. As long as the earnings growth is kept the dividend growth is sustainable.
DP278.44%
EPS Next 2YN/A
EPS Next 3YN/A
NEN Yearly Income VS Free CF VS DividendNEN Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 -20M -40M -60M -80M -100M
NEN Dividend Payout.NEN Dividend Payout, showing the Payout Ratio.NEN Dividend Payout.PayoutRetained Earnings

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NEN Fundamentals: All Metrics, Ratios and Statistics

NEW ENGLAND REALTY ASSOC-LP

NYSEARCA:NEN (4/27/2026, 4:10:01 PM)

61.99

+1 (+1.64%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryReal Estate Management & Development
Earnings (Last)03-12
Earnings (Next)05-07
Inst Owners3.65%
Inst Owner Change0%
Ins Owners3.32%
Ins Owner Change0%
Market Cap5.58M
Revenue(TTM)89.20M
Net Income(TTM)6.03M
Analysts0
Price TargetN/A
Short Float %0%
Short Ratio0.01
Dividend
Industry RankSector Rank
Dividend Yield 2.69%
Yearly Dividend145.62
Dividend Growth(5Y)30.31%
DP278.44%
Div Incr Years4
Div Non Decr Years34
Ex-Date03-24
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 RankSector Rank
PE 1.2
Fwd PE N/A
P/S 0.06
P/FCF N/A
P/OCF 0.2
P/B N/A
P/tB N/A
EV/EBITDA 11.25
EPS(TTM)51.68
EY83.37%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)-1258.53
FCFYN/A
OCF(TTM)307.29
OCFY495.71%
SpS991.07
BVpS-824.62
TBVpS-854.53
PEG (NY)N/A
PEG (5Y)0.03
Graham Number0 (-100%)
Profitability
Industry RankSector Rank
ROA 1.19%
ROE N/A
ROCE 4.44%
ROIC 3.51%
ROICexc 3.71%
ROICexgc 3.76%
OM 24.38%
PM (TTM) 6.76%
GM 57.85%
FCFM N/A
ROA(3y)2.46%
ROA(5y)1.51%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)4.3%
ROIC(5y)3.97%
ROICexc(3y)4.53%
ROICexc(5y)4.46%
ROICexgc(3y)4.58%
ROICexgc(5y)4.52%
ROCE(3y)5.45%
ROCE(5y)5.03%
ROICexgc growth 3Y-4.7%
ROICexgc growth 5Y-3.46%
ROICexc growth 3Y-4.81%
ROICexc growth 5Y-3.51%
OM growth 3Y-2.72%
OM growth 5Y0.23%
PM growth 3Y7.44%
PM growth 5Y24.14%
GM growth 3Y-0.34%
GM growth 5Y-1.14%
F-Score5
Asset Turnover0.18
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Debt/EBITDA 11.57
Cap/Depr 605.78%
Cap/Sales 157.99%
Interest Coverage 1.16
Cash Conversion 61.44%
Profit Quality N/A
Current Ratio 2.18
Quick Ratio 2.01
Altman-Z 0.16
F-Score5
WACC3.33%
ROIC/WACC1.05
Cap/Depr(3y)340.09%
Cap/Depr(5y)215.34%
Cap/Sales(3y)83.15%
Cap/Sales(5y)52.7%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-61.39%
EPS 3Y18.64%
EPS 5Y34.64%
EPS Q2Q%-133.12%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)10.76%
Revenue growth 3Y9.31%
Revenue growth 5Y7.51%
Sales Q2Q%15.71%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-14.28%
EBIT growth 3Y6.34%
EBIT growth 5Y7.76%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-1298.14%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-13.4%
OCF growth 3Y8.69%
OCF growth 5Y9.64%

NEW ENGLAND REALTY ASSOC-LP / NEN Fundamental Analysis FAQ

What is the fundamental rating for NEN stock?

ChartMill assigns a fundamental rating of 5 / 10 to NEN.


What is the valuation status for NEN stock?

ChartMill assigns a valuation rating of 4 / 10 to NEW ENGLAND REALTY ASSOC-LP (NEN). This can be considered as Fairly Valued.


How profitable is NEW ENGLAND REALTY ASSOC-LP (NEN) stock?

NEW ENGLAND REALTY ASSOC-LP (NEN) has a profitability rating of 6 / 10.


Can you provide the dividend sustainability for NEN stock?

The dividend rating of NEW ENGLAND REALTY ASSOC-LP (NEN) is 6 / 10 and the dividend payout ratio is 278.44%.