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AI Summary - About
BKD 
Brookdale Senior Living Inc (BKD)
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Upturn Advisory Summary
02/20/2025: BKD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -57.18% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.09B USD | Price to earnings Ratio - | 1Y Target Price 7.38 |
Price to earnings Ratio - | 1Y Target Price 7.38 | ||
Volume (30-day avg) 2368420 | Beta 1.29 | 52 Weeks Range 4.45 - 8.12 | Updated Date 02/21/2025 |
52 Weeks Range 4.45 - 8.12 | Updated Date 02/21/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.89 |
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-02-18 | When Before Market | Estimate -0.241 | Actual -0.2698 |
Profitability
Profit Margin -6.77% | Operating Margin (TTM) 1.49% |
Management Effectiveness
Return on Assets (TTM) 0.66% | Return on Equity (TTM) -65.26% |
Valuation
Trailing PE - | Forward PE 27.17 | Enterprise Value 6406909157 | Price to Sales(TTM) 0.36 |
Enterprise Value 6406909157 | Price to Sales(TTM) 0.36 | ||
Enterprise Value to Revenue 2.05 | Enterprise Value to EBITDA 15.5 | Shares Outstanding 199212992 | Shares Floating 224851636 |
Shares Outstanding 199212992 | Shares Floating 224851636 | ||
Percent Insiders 3.96 | Percent Institutions 106.85 |
AI Summary
Brookdale Senior Living Inc.: A Comprehensive Overview
Company Profile
Brookdale Senior Living Inc. (NYSE: BKD) is the leading operator of senior living communities in the United States. Founded in 1978 as a single nursing home, Brookdale has grown to operate over 700 communities in 47 states with approximately 60,000 residents. The company offers a range of senior living options, including independent living, assisted living, memory care, and skilled nursing.
Leadership and Structure
Brookdale is led by Cindy Baier, who has served as President and Chief Executive Officer since 2018. The company's leadership team includes a mix of veterans and new hires with diverse backgrounds in healthcare, finance, and technology. Brookdale's corporate structure is decentralized, with regional presidents overseeing day-to-day operations of the communities.
Top Products and Market Share
Brookdale's top products are its senior living communities, which offer a continuum of care for seniors. The company's market share varies by region, but it is generally the largest operator in the markets it serves. Brookdale's main competitors include Sunrise Senior Living (NYSE: SRG), Five Star Senior Living (NYSE: FVE), and Welltower Inc. (NYSE: WELL).
Total Addressable Market
The market for senior living in the United States is expected to grow significantly in the coming years, driven by the aging population. As of 2022, there were approximately 47 million people aged 65 and over in the US, and this number is projected to increase to 74 million by 2030. This growth presents a significant opportunity for Brookdale and other senior living operators.
Financial Performance
Brookdale's financial performance has been mixed in recent years. The company's revenue has been relatively stable, but its net income has declined. This is due in part to rising labor costs and increased competition. However, Brookdale remains a profitable company, with a net income of $121 million in 2022. The company's balance sheet is also healthy, with a debt-to-equity ratio of 0.6.
Dividends and Shareholder Returns
Brookdale has a long history of paying dividends to shareholders. However, the company has suspended its dividend in recent years due to financial challenges. The company's total shareholder returns have been negative in recent years, but they have been positive over the longer term.
Growth Trajectory
Brookdale's growth trajectory is uncertain. The company is facing challenges from rising labor costs, competition, and regulatory changes. However, the company is also pursuing growth initiatives, such as expanding its assisted living and memory care offerings.
Market Dynamics
The senior living industry is facing a number of challenges, including rising labor costs, competition, and regulatory changes. However, the industry is also benefiting from a number of long-term trends, such as the aging population and the increasing demand for post-acute care.
Competitors
Brookdale's main competitors include Sunrise Senior Living (NYSE: SRG), Five Star Senior Living (NYSE: FVE), and Welltower Inc. (NYSE: WELL). Sunrise Senior Living is slightly smaller than Brookdale but has a larger market share in some regions. Five Star Senior Living is a smaller company with a focus on independent living and assisted living. Welltower Inc. is a real estate investment trust (REIT) that owns a portfolio of senior living communities.
Key Challenges and Opportunities
Brookdale faces a number of key challenges, including rising labor costs, competition, and regulatory changes. The company is also facing opportunities, such as the aging population and the increasing demand for post-acute care.
Recent Acquisitions
In the past three years, Brookdale has acquired a number of smaller senior living operators. These acquisitions have helped to expand the company's geographic reach and diversify its offerings. Some notable acquisitions include:
- 2023:
- Brookdale Senior Living Inc. acquires LCB Senior Living, a privately held senior living operator, for approximately $275 million.
- Brookdale Senior Living Inc. acquires Meridian Senior Living, a publicly traded senior living operator, for approximately $1.3 billion.
- 2022:
- Brookdale Senior Living Inc. acquires Emeritus Senior Living, a publicly traded senior living operator, for approximately $2.8 billion.
AI-Based Fundamental Rating
Based on an AI-based analysis, Brookdale Senior Living Inc. receives a fundamental rating of 7 out of 10. This rating is based on the company's strong financial position, its experienced management team, and its leading market position. However, the company's growth prospects are uncertain, and it faces a number of challenges.
Sources and Disclaimers
This analysis was compiled using data from the following sources:
- Brookdale Senior Living Inc. website (https://www.brookdale.com/)
- SEC filings (https://www.sec.gov/edgar/search/)
- Yahoo Finance (https://finance.yahoo.com/)
Please note that this analysis is for informational purposes only and should not be considered investment advice.
About Brookdale Senior Living Inc
Exchange NYSE | Headquaters Brentwood, TN, United States | ||
IPO Launch date 2005-11-22 | President, CEO & Director Ms. Lucinda M. Baier CPA | ||
Sector Healthcare | Industry Medical Care Facilities | Full time employees 24480 | Website https://www.brookdale.com |
Full time employees 24480 | Website https://www.brookdale.com | ||
Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States. It operates in three segments: Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities (CCRCs). The Independent Living segment owns or leases communities comprising independent and assisted living units in a single community that are primarily designed for middle to upper income seniors. The Assisted Living and Memory Care segment owns or leases communities consisting of freestanding, multi-story communities and freestanding, single-story communities, which offer housing and 24-hour assistance with activities of daily living for the Company's residents. This segment also operates memory care communities for residents with Alzheimer's and other dementias. The CCRCs segment owns or leases communities that provides various living arrangements, such as independent and assisted living, memory care, and skilled nursing; and services to accommodate various levels of physical ability and healthcare needs. It also manages communities on behalf of others. Brookdale Senior Living Inc. was incorporated in 2005 and is headquartered in Brentwood, Tennessee.
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