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

NYSEARCA:NEN • US6442061049

Current stock price

63 USD
-2 (-3.08%)
Last:

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

7

1. NEN Profitability Analysis

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.
  • 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 0 10M -10M 20M -20M 30M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 3.25%, NEN is in the better half of the industry, outperforming 79.37% of the companies in the same industry.
  • NEN has a Return On Invested Capital of 5.03%. This is in the better half of the industry: NEN outperforms 73.02% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for NEN is in line with the industry average of 5.52%.
  • 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 RankSector 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%
NEN Yearly ROA, ROE, ROICNEN Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -10 -20

1.3 Margins

  • NEN has a Profit Margin of 19.48%. This is amongst the best in the industry. NEN outperforms 88.89% of its industry peers.
  • In the last couple of years the Profit Margin of NEN has grown nicely.
  • The Operating Margin of NEN (31.97%) is better than 93.65% of its industry peers.
  • In the last couple of years the Operating Margin of NEN has grown nicely.
  • NEN has a Gross Margin of 59.75%. This is amongst the best in the industry. NEN outperforms 84.13% of its industry peers.
  • NEN's Gross Margin has been stable in the last couple of years.
Industry RankSector 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%
NEN Yearly Profit, Operating, Gross MarginsNEN Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40 60

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2

2. NEN Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), NEN is creating some value.
  • NEN has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for NEN has been reduced compared to 5 years ago.
  • NEN has a better debt/assets ratio than last year.
NEN Yearly Shares OutstandingNEN Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 100M 200M 300M 400M

2.2 Solvency

  • Based on the Altman-Z score of 0.01, we must say that NEN is in the distress zone and has some risk of bankruptcy.
  • NEN's Altman-Z score of 0.01 is on the low side compared to the rest of the industry. NEN is outperformed by 69.84% of its industry peers.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Altman-Z 0.01
ROIC/WACC1.62
WACC3.1%
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 0 100M 200M 300M 400M

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.
  • NEN's Current ratio of 0.26 is on the low side compared to the rest of the industry. NEN is outperformed by 87.30% 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 RankSector Rank
Current Ratio 0.26
Quick Ratio 0.26
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 20M 40M 60M 80M 100M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. NEN Growth Analysis

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.
  • Measured over the past years, NEN shows a very strong growth in Earnings Per Share. The EPS has been growing by 20.14% on average per year.
  • The Revenue has been growing slightly by 4.94% in the past year.
  • Measured over the past years, NEN shows a small growth in Revenue. The Revenue has been growing by 5.90% on average per year.
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.
NEN Yearly Revenue VS EstimatesNEN Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M

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4

4. NEN Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 0.46, 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 25.70, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 0.46
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

  • 80.95% of the companies in the same industry are more expensive than NEN, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 11.57
NEN Per share dataNEN EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 500 -500 -1K

4.3 Compensation for Growth

  • The decent profitability rating of NEN may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.02
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 2.49%. 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 0.81. NEN pays more dividend than 90.48% of the companies in the same industry.
  • NEN's Dividend Yield is a higher than the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 2.49%

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 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
NEN Yearly Dividends per shareNEN Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 2 3 4

5.3 Sustainability

  • 104.55% of the earnings are spent on dividend by NEN. 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
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 0 10M -10M -20M
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 (3/13/2026, 8:04:00 PM)

63

-2 (-3.08%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryReal Estate Management & Development
Earnings (Last)11-06
Earnings (Next)03-12
Inst Owners3.64%
Inst Owner Change8.6%
Ins Owners3.31%
Ins Owner Change-0.01%
Market Cap5.67M
Revenue(TTM)82.52M
Net Income(TTM)16.07M
Analysts0
Price TargetN/A
Short Float %0%
Short Ratio0.01
Dividend
Industry RankSector Rank
Dividend Yield 2.49%
Yearly Dividend97.03
Dividend Growth(5Y)20.3%
DP104.55%
Div Incr Years4
Div Non Decr Years35
Ex-DateN/A
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 0.46
Fwd PE N/A
P/S 0.07
P/FCF N/A
P/OCF 0.15
P/B N/A
P/tB N/A
EV/EBITDA 11.57
EPS(TTM)137.69
EY218.56%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)-1102.67
FCFYN/A
OCF(TTM)427.29
OCFY678.23%
SpS916.86
BVpS-766.37
TBVpS-823.35
PEG (NY)N/A
PEG (5Y)0.02
Graham NumberN/A
Profitability
Industry RankSector 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 RankSector 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 0.01
F-Score7
WACC3.1%
ROIC/WACC1.62
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 Fundamental Analysis FAQ

What is the fundamental rating for NEN stock?

ChartMill assigns a fundamental rating of 4 / 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.


What is the profitability of NEN stock?

NEW ENGLAND REALTY ASSOC-LP (NEN) has a profitability rating of 7 / 10.


What are the PE and PB ratios of NEW ENGLAND REALTY ASSOC-LP (NEN) stock?

The Price/Earnings (PE) ratio for NEW ENGLAND REALTY ASSOC-LP (NEN) is 0.46 and the Price/Book (PB) ratio is -0.08.


What is the financial health of NEW ENGLAND REALTY ASSOC-LP (NEN) stock?

The financial health rating of NEW ENGLAND REALTY ASSOC-LP (NEN) is 2 / 10.