Real Estate - Services
Compare Stocks
2 / 10Stock Comparison
NEN vs IRT
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Residential
NEN vs IRT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Real Estate - Services | REIT - Residential |
| Market Cap | $168M | $3.89B |
| Revenue (TTM) | $89M | $662M |
| Net Income (TTM) | $6M | $48M |
| Gross Margin | 49.1% | 20.2% |
| Operating Margin | 24.4% | 17.5% |
| Forward P/E | 34.7x | 100.7x |
| Total Debt | $528M | $2.28B |
| Cash & Equiv. | $26.67B | $48M |
NEN vs IRT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| New England Realty … (NEN) | 100 | 119.1 | +19.1% |
| Independence Realty… (IRT) | 100 | 166.8 | +66.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NEN vs IRT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NEN carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 7 yrs, beta 0.14, yield 8.0%
- Rev growth 10.8%, EPS growth -61.4%, 3Y rev CAGR 9.3%
- Lower volatility, beta 0.14, current ratio 4247.47x
IRT is the clearest fit if your priority is long-term compounding.
- 202.0% 10Y total return vs NEN's 49.2%
- 7.3% margin vs NEN's 6.8%
- -11.9% vs NEN's -21.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.8% FFO/revenue growth vs IRT's 2.8% | |
| Value | Lower P/E (34.7x vs 100.7x) | |
| Quality / Margins | 7.3% margin vs NEN's 6.8% | |
| Stability / Safety | Beta 0.14 vs IRT's 0.48 | |
| Dividends | 8.0% yield, 7-year raise streak, vs IRT's 4.0% | |
| Momentum (1Y) | -11.9% vs NEN's -21.5% | |
| Efficiency (ROA) | 1.3% ROA vs IRT's 0.8% |
NEN vs IRT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
NEN vs IRT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NEN leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
IRT is the larger business by revenue, generating $662M annually — 7.4x NEN's $89M. Profitability is closely matched — net margins range from 7.3% (IRT) to 6.8% (NEN). On growth, NEN holds the edge at +15.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $89M | $662M |
| EBITDAEarnings before interest/tax | $45M | $365M |
| Net IncomeAfter-tax profit | $6M | $48M |
| Free Cash FlowCash after capex | $27M | $139M |
| Gross MarginGross profit ÷ Revenue | +49.1% | +20.2% |
| Operating MarginEBIT ÷ Revenue | +24.4% | +17.5% |
| Net MarginNet income ÷ Revenue | +6.8% | +7.3% |
| FCF MarginFCF ÷ Revenue | +30.7% | +21.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +15.7% | +2.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -133.3% | -101.4% |
Valuation Metrics
NEN leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
At 34.7x trailing earnings, NEN trades at a 50% valuation discount to IRT's 68.8x P/E.
| Metric | ||
|---|---|---|
| Market CapShares × price | $168M | $3.9B |
| Enterprise ValueMkt cap + debt − cash | -$26.0B | $6.1B |
| Trailing P/EPrice ÷ TTM EPS | 34.71x | 68.75x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 100.67x |
| PEG RatioP/E ÷ EPS growth rate | 1.00x | — |
| EV / EBITDAEnterprise value multiple | -1.12x | 16.80x |
| Price / SalesMarket cap ÷ Revenue | 1.89x | 5.91x |
| Price / BookPrice ÷ Book value/share | — | 1.08x |
| Price / FCFMarket cap ÷ FCF | 0.01x | 26.54x |
Profitability & Efficiency
NEN leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), IRT scores 6/9 vs NEN's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | — | +1.3% |
| ROA (TTM)Return on assets | +1.3% | +0.8% |
| ROICReturn on invested capital | — | +1.6% |
| ROCEReturn on capital employed | +4.9% | +2.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | — | 0.64x |
| Net DebtTotal debt minus cash | -$26.1B | $2.2B |
| Cash & Equiv.Liquid assets | $26.7B | $48M |
| Total DebtShort + long-term debt | $528M | $2.3B |
| Interest CoverageEBIT ÷ Interest expense | 1.17x | 1.73x |
Total Returns (Dividends Reinvested)
IRT leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NEN five years ago would be worth $12,616 today (with dividends reinvested), compared to $12,187 for IRT. Over the past 12 months, IRT leads with a -11.9% total return vs NEN's -21.5%. The 3-year compound annual growth rate (CAGR) favors IRT at 2.9% vs NEN's -0.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -6.8% | -5.3% |
| 1-Year ReturnPast 12 months | -21.5% | -11.9% |
| 3-Year ReturnCumulative with dividends | -0.4% | +9.0% |
| 5-Year ReturnCumulative with dividends | +26.2% | +21.9% |
| 10-Year ReturnCumulative with dividends | +49.2% | +202.0% |
| CAGR (3Y)Annualised 3-year return | -0.1% | +2.9% |
Risk & Volatility
Evenly matched — NEN and IRT each lead in 1 of 2 comparable metrics.
Risk & Volatility
NEN is the less volatile stock with a 0.14 beta — it tends to amplify market swings less than IRT's 0.48 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IRT currently trades 83.7% from its 52-week high vs NEN's 74.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.14x | 0.48x |
| 52-Week HighHighest price in past year | $79.85 | $19.71 |
| 52-Week LowLowest price in past year | $56.00 | $14.60 |
| % of 52W HighCurrent price vs 52-week peak | +74.8% | +83.7% |
| RSI (14)Momentum oscillator 0–100 | 50.2 | 64.3 |
| Avg Volume (50D)Average daily shares traded | 986 | 2.3M |
Analyst Outlook
NEN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, NEN offers the higher dividend yield at 8.04% vs IRT's 3.99%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $20.08 |
| # AnalystsCovering analysts | — | 27 |
| Dividend YieldAnnual dividend ÷ price | +8.0% | +4.0% |
| Dividend StreakConsecutive years of raises | 7 | 4 |
| Dividend / ShareAnnual DPS | $4.80 | $0.66 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | +0.8% |
NEN leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). IRT leads in 1 (Total Returns). 1 tied.
NEN vs IRT: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is NEN or IRT a better buy right now?
For growth investors, New England Realty Associates Limited Partnership (NEN) is the stronger pick with 10.
8% revenue growth year-over-year, versus 2. 8% for Independence Realty Trust, Inc. (IRT). New England Realty Associates Limited Partnership (NEN) offers the better valuation at 34. 7x trailing P/E, making it the more compelling value choice. Analysts rate Independence Realty Trust, Inc. (IRT) a "Buy" — based on 27 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — NEN or IRT?
On trailing P/E, New England Realty Associates Limited Partnership (NEN) is the cheapest at 34.
7x versus Independence Realty Trust, Inc. at 68. 8x.
03Which is the better long-term investment — NEN or IRT?
Over the past 5 years, New England Realty Associates Limited Partnership (NEN) delivered a total return of +26.
2%, compared to +21. 9% for Independence Realty Trust, Inc. (IRT). Over 10 years, the gap is even starker: IRT returned +202. 0% versus NEN's +49. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — NEN or IRT?
By beta (market sensitivity over 5 years), New England Realty Associates Limited Partnership (NEN) is the lower-risk stock at 0.
14β versus Independence Realty Trust, Inc. 's 0. 48β — meaning IRT is approximately 252% more volatile than NEN relative to the S&P 500.
05Which is growing faster — NEN or IRT?
By revenue growth (latest reported year), New England Realty Associates Limited Partnership (NEN) is pulling ahead at 10.
8% versus 2. 8% for Independence Realty Trust, Inc. (IRT). On earnings-per-share growth, the picture is similar: Independence Realty Trust, Inc. grew EPS 41. 2% year-over-year, compared to -61. 4% for New England Realty Associates Limited Partnership. Over a 3-year CAGR, NEN leads at 9. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — NEN or IRT?
Independence Realty Trust, Inc.
(IRT) is the more profitable company, earning 8. 6% net margin versus 6. 8% for New England Realty Associates Limited Partnership — meaning it keeps 8. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEN leads at 24. 4% versus 18. 4% for IRT. At the gross margin level — before operating expenses — NEN leads at 16. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — NEN or IRT?
All stocks in this comparison pay dividends.
New England Realty Associates Limited Partnership (NEN) offers the highest yield at 8. 0%, versus 4. 0% for Independence Realty Trust, Inc. (IRT).
08Is NEN or IRT better for a retirement portfolio?
For long-horizon retirement investors, New England Realty Associates Limited Partnership (NEN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
14), 8. 0% yield). Both have compounded well over 10 years (NEN: +49. 2%, IRT: +202. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between NEN and IRT?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.