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Upturn AI SWOT - About
BKD 
Brookdale Senior Living Inc (BKD)
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Upturn Advisory Summary
03/26/2025: BKD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -53.29% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/26/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.23B USD | Price to earnings Ratio - | 1Y Target Price 7.38 |
Price to earnings Ratio - | 1Y Target Price 7.38 | ||
Volume (30-day avg) 2634176 | Beta 1.32 | 52 Weeks Range 4.45 - 8.12 | Updated Date 03/30/2025 |
52 Weeks Range 4.45 - 8.12 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.89 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 47.62 | Enterprise Value 6554355737 | Price to Sales(TTM) 0.41 |
Enterprise Value 6554355737 | Price to Sales(TTM) 0.41 | ||
Enterprise Value to Revenue 2.1 | Enterprise Value to EBITDA 15.85 | Shares Outstanding 200188992 | Shares Floating 195727523 |
Shares Outstanding 200188992 | Shares Floating 195727523 | ||
Percent Insiders 3.91 | Percent Institutions 106.21 |
Analyst Ratings
Rating 4 | Target Price 7.38 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Brookdale Senior Living Inc
Company Overview
History and Background
Brookdale Senior Living Inc. was founded in 1978 as American Retirement Corporation. It evolved through mergers and acquisitions to become the largest senior living community operator in the United States.
Core Business Areas
- Independent Living: Provides housing and services for seniors who can live independently but desire community and convenience.
- Assisted Living: Offers housing, personalized care services, and assistance with daily living activities for seniors who need support.
- Memory Care: Specialized care and housing for seniors with Alzheimer's disease and other forms of dementia.
- Skilled Nursing: Provides comprehensive medical care, rehabilitation services, and long-term care for seniors with complex health needs.
Leadership and Structure
The company is led by a CEO and a senior management team. The organizational structure includes regional and community-level management teams overseeing operations and care delivery.
Top Products and Market Share
Key Offerings
- Assisted Living Services: Assistance with activities of daily living (ADLs) such as bathing, dressing, and medication management. Brookdale has a significant share of the assisted living market although precise figures fluctuate. Competitors include Atria Senior Living and Sunrise Senior Living.
- Competitors: Atria Senior Living, Sunrise Senior Living
- number of users or revenue from this product: The revenue related to this service is not available for the user. However, AL communities account for about 50% of occupied units in Brookdale's portfolio.
- Competitors: Holiday Retirement, Leisure Care
- Independent Living Residences: Apartment-style living with amenities and services such as dining, housekeeping, and social activities. Market share data varies regionally. Competitors include Holiday Retirement and Leisure Care.
- number of users or revenue from this product: The revenue related to this service is not available for the user. However, Independent Living communities account for about 30% of occupied units in Brookdale's portfolio.
- Competitors: Silverado, Aegis Living
- Memory Care Programs: Specialized care for individuals with Alzheimer's and other forms of dementia. Competitors include Silverado and Aegis Living.
- number of users or revenue from this product: The revenue related to this service is not available for the user. However, Memory Care communities account for about 20% of occupied units in Brookdale's portfolio.
Market Dynamics
Industry Overview
The senior living industry is experiencing growth due to the aging population. It is driven by increasing demand for senior care services and assisted living facilities.
Positioning
Brookdale Senior Living Inc. is the largest operator of senior living communities in the United States. Its competitive advantage lies in its scale, brand recognition, and range of services.
Total Addressable Market (TAM)
The total addressable market for senior living is estimated to be over $400 billion. Brookdale is positioned to capture a significant portion of this market due to its extensive network and comprehensive service offerings.
Upturn SWOT Analysis
Strengths
- Largest operator in the US
- Brand recognition
- Diverse service offerings
- Established infrastructure
Weaknesses
- High debt levels
- Fluctuating occupancy rates
- Operational challenges
- Labor costs
Opportunities
- Aging population
- Growing demand for senior care
- Expansion into new markets
- Technological advancements
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Labor shortages
Competitors and Market Share
Key Competitors
- Five Star Senior Living (FIVE)
- Atria Senior Living (Private)
- Sunrise Senior Living (Private)
Competitive Landscape
Brookdale is the largest player, but faces competition from other large national chains and regional operators. Brookdale is working to enhance its operational efficiency, but competitors who can manage the labor market, and maintain lower debt loads, could perform better.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been primarily driven by acquisitions and expansion of service offerings.
Future Projections: Future growth is expected to be driven by organic growth and expansion into new markets. Analyst estimates vary, but generally project moderate revenue growth. Please consult analyst reports for updated numbers.
Recent Initiatives: Recent initiatives include cost-cutting measures, operational improvements, and investments in technology.
Summary
Brookdale Senior Living Inc. is the largest player in a growing market, but it faces significant operational and financial challenges. While demand for senior living is increasing, Brookdale's high debt and inconsistent profitability are concerns. Its size and brand recognition are strengths, but the company needs to improve its operational efficiency and financial stability to capitalize on future growth opportunities.
Similar Companies
- FIVE
- MPW
- NHI
- OHI
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Market Analysis
- Press Releases
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Consult with a financial professional before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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 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 manages communities on behalf of others. The company was incorporated in 2005 and is headquartered in Brentwood, Tennessee.
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