New England Realty Associates Limited Partnership (NEN)
Valuation Overview•Is New England Realty Associates Limited Partnership Overvalued or Undervalued?
Trading at a relative discount to industry peers, suggesting a specific risk premium is applied.
Moderate quality score of 47/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Average quality business weighed down by significant solvency concerns.
Wall Street sentiment is generally neutral. This outlook is strongly supported by highly attractive capital returns, anchored by a strong, well-covered dividend yield.
NEN demonstrates adequate business quality with stable profitability. This is paired with a moderately leveraged but stable balance sheet.
The company demonstrates solid revenue growth (9.3% 3Y CAGR) paired with robust earnings compounding (18.6% EPS 3Y CAGR). The company maintains healthy operational efficiency with a 18.4% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $24.2M | +10.8% | +9.3% | +7.5% | +7.0% | |
| EBITDA | $9.5M | — | +777.5% | — | — | |
| Net Income | -$3.9M | -61.5% | +17.4% | — | +4.8% | |
| EPS (Diluted) | $-1.12 | -61.4% | +18.6% | +34.6% | +5.7% | |
| Free Cash Flow | $2.3B | -24.2% | +21.1% | +9.6% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 28.3% | 49.5% | 56.0% | 68.6% |
| Operating Margin | 18.4% | 27.5% | 26.3% | 26.4% |
| Net Margin | -1.8% | 12.5% | 7.7% | 8.2% |
| FCF Margin | 2512.6% | 38.1% | 31.4% | 21.4% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | — | $-33.61 | — | ||
| Q1'26 | — | $-0.40 | — | ||
| Q1'26 | — | $-11.92 | — | ||
| Q4'25 | — | $-4.48 | — | ||
| Q3'25 | — | $35.59 | — | ||
| Q2'25 | — | $32.53 | — | ||
| Q1'25 | — | $36.12 | — | ||
| Q4'24 | — | $33.44 | — |
Total return is -18.4% (1Y), lagging the benchmark by -43.3%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | -8.8% | -18.1% | — |
| 1Y | -18.4% | -43.3% | +2.2% |
| 3YCAGR | -1.6% | -20.9% | +13.5% |
| 5YCAGR | +2.8% | -9.5% | +23.3% |
| 10YCAGR | +3.4% | -10.1% | — |
The S&P 500 is at 31.3x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about New England Realty Associates Limited Partnership (NEN) valuation, health, and returns.
Based on peer relative multiples, New England Realty Associates Limited Partnership appears Cheap versus peers compared to industry peers.
New England Realty Associates Limited Partnership has multiple valuation anchors: Peer Relative Fair Value: $45111.95. A convergence of these signals offers higher conviction.
New England Realty Associates Limited Partnership displays fair financial health with a composite quality score of 47/100, supported by a Piotroski F-Score of 4/9, Return on Invested Capital (ROIC) of 4.3%.
New England Realty Associates Limited Partnership pays a 8.3% dividend yield, covered by a 278% payout ratio with 0 years of growth, supplemented by a 0.4% buyback yield.
New England Realty Associates Limited Partnership's current growth trajectory is Stable. The company achieved +10.8% 1Y revenue growth and -61.4% 1Y EPS growth, compared to its 3Y revenue CAGR of +9.3%.
Wall Street consensus is Hold based on 0 analysts. The consensus price target represents a N/A change from current levels.
Investment risks for New England Realty Associates Limited Partnership include: -24.7% 1-year max drawdown, stretched payout ratio. Volatility risk is characterized by a beta of 0.08x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.