Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Brookdale Senior Living Inc (BKDT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: BKDT (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
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 -43.36% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 37254 | Beta 1.32 | 52 Weeks Range 61.63 - 104.40 | Updated Date 03/29/2025 |
52 Weeks Range 61.63 - 104.40 | Updated Date 03/29/2025 | ||
Dividends yield (FY) 4.51% | Basic EPS (TTM) - |
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 - | Enterprise Value 20857122816 | Price to Sales(TTM) - |
Enterprise Value 20857122816 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 195727523 |
Shares Outstanding - | Shares Floating 195727523 | ||
Percent Insiders - | Percent Institutions 71.64 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | 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 has grown through acquisitions and organic growth to become one of the largest senior living providers in the US. Significant milestones include numerous acquisitions and expansions of service offerings.
Core Business Areas
- Independent Living: Provides housing and services for seniors who are generally able to care for themselves but desire a supportive environment.
- Assisted Living: Offers housing, personalized assistance with daily activities, and healthcare services for seniors who need help with personal care.
- Memory Care: Specialized care for seniors with Alzheimer's disease and other forms of dementia, providing a secure and supportive environment.
- Skilled Nursing: Provides 24-hour medical care and rehabilitation services for seniors who require a higher level of care.
Leadership and Structure
Lucinda M. Baier is the President and Chief Executive Officer. The organizational structure includes executive leadership responsible for operations, finance, sales, and marketing, with regional vice presidents managing community operations.
Top Products and Market Share
Key Offerings
- Assisted Living: Assisted Living provides housing and personalized care services to seniors needing assistance with daily activities. Brookdale operates many communities. Market share is estimated at 7-8% of the US market. Competitors include Atria Senior Living, Sunrise Senior Living, and Five Star Senior Living.
- Independent Living: Independent Living provides housing and services for seniors who are generally able to care for themselves. Brookdale is a major player. Market share is estimated at 4-5% of the US market. Competitors include Holiday Retirement, and other regional operators.
- Memory Care: Memory Care communities cater to seniors with Alzheimer's and dementia. This service continues to grow with the aging population. Competitors include Sunrise Senior Living and Silverado Senior Living.
Market Dynamics
Industry Overview
The senior living industry is experiencing growth due to the aging population and increasing demand for senior care services. It is highly competitive with numerous national and regional players.
Positioning
Brookdale is one of the largest senior living providers in the US, with a significant presence across multiple service lines. Its competitive advantage lies in its scale and brand recognition.
Total Addressable Market (TAM)
The total addressable market for senior living in the US is estimated to be over $100 billion. Brookdale is positioned to capture a portion of this market through its diverse service offerings and extensive network of communities.
Upturn SWOT Analysis
Strengths
- Large national footprint
- Diverse service offerings
- Established brand recognition
- Experienced management team
Weaknesses
- High debt levels
- Fluctuations in occupancy rates
- Exposure to regulatory changes
- Labor costs
Opportunities
- Growing senior population
- Increasing demand for senior care services
- Expansion of service offerings
- Strategic acquisitions
Threats
- Increased competition
- Economic downturns
- Rising operating costs
- Changes in government regulations
Competitors and Market Share
Key Competitors
- Five Star Senior Living (FIVE)
- Sunrise Senior Living (operated by Welltower Inc. (WELL))
- Atria Senior Living (private)
Competitive Landscape
Brookdale faces competition from other large national providers, regional operators, and smaller independent communities. Brookdale's scale provides an advantage, but it also faces operational challenges.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Brookdale's historical growth has been driven by acquisitions and organic expansion. Fluctuating revenue and profitability due to occupancy and market conditions.
Future Projections: Future growth is projected to depend on occupancy improvements, cost management, and strategic initiatives. Analyst estimates vary based on market conditions.
Recent Initiatives: Recent initiatives include occupancy improvements, cost reductions, and investment in care services.
Summary
Brookdale Senior Living Inc. is a major player in the senior living market with a broad range of services and a large national footprint, but it faces challenges including high debt and fluctuating occupancy rates. The company needs to manage its costs effectively and leverage its scale to improve financial performance. The aging population and increasing demand for senior care present significant opportunities for growth. Competitors and regulatory changes pose risks to its future success.
Similar Companies
- FIVE
- WELL
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial databases
- Analyst estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Actual performance may vary. Market share is approximate and based on publicly available information and industry estimates.
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 2022-11-17 | 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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.