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Upturn AI Summary - About
Brookdale Senior Living Inc(BKD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BKD
10/28/2026: BKD (3-star) is currently NOT-A-BUY. Pass it for now.
Brookdale Senior Living is a major national operator of senior living communities, including assisted living and memory care. The company's primary strength is its extensive footprint, which benefits from the long-term tailwind of an aging U.S. population. Its main growth opportunity lies in increasing occupancy rates and improving pricing power as demand strengthens. However, it faces significant risks, including high debt levels, ongoing labor cost pressures, and intense industry competition. The stock may suit investors focused on a turnaround recovery, though its lack of a dividend and high operational volatility make it less suitable for low-risk or income-oriented portfolios.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers potential for growth based on demographic tailwinds, though operational risks limit predictability. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may favor the stock during periods of sustained occupancy recovery and positive pricing trends. |
| Value investor | Mixed fit | While the stock may look attractively priced relative to asset value, significant debt levels require careful valuation analysis. |
| Dividend investor | Weak fit | Brookdale does not currently pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | The high debt load and operational volatility of the senior living business are not suitable for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is subject to sharp movements based on occupancy reports and broader macroeconomic interest rate shifts. |
| Valuation risk | Medium / high | Valuations are highly sensitive to debt leverage levels and the ability to maintain cash flow. |
| Competition risk (Senior housing operators) | Medium | Intense competition for both residents and high-quality staff limits pricing power. |
| Business quality | Medium | The company relies on complex, labor-intensive operations that require constant capital maintenance. |
| Dividend income | Low / none | There is no current dividend, providing no direct income to shareholders. |
| Execution risk | High | Successful management of hundreds of facilities requires effective local execution and labor management. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 126.63% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.28B USD | Price to earnings Ratio - | 1Y Target Price 19.08 |
Price to earnings Ratio - | 1Y Target Price 19.08 | ||
Volume (30-day avg) 5.4M shares | Beta 0.53 | 52 Weeks Range 8.02 - 17.09 | Updated Date 10/28/2026 |
52 Weeks Range 8.02 - 17.09 | Updated Date 10/28/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.58 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Resident Fees | Monthly rents and service fees from assisted living, independent living, and memory care residents. | The vast majority of the company's revenue comes from recurring monthly payments from seniors living in their communities. |
| Ancillary Services | Fees from home health, hospice, and outpatient therapy services. | This provides an additional, though smaller, revenue stream derived from the healthcare needs of residents. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE - | Forward PE 39.84 | Enterprise Value 7.43B | Price to Sales(TTM) 0.78 |
Enterprise Value 7.43B | Price to Sales(TTM) 0.78 | ||
Enterprise Value to Revenue 2.44 | Enterprise Value to EBITDA 17.28 | Shares Outstanding 238.82M | Shares Floating 235.30M |
Shares Outstanding 238.82M | Shares Floating 235.30M | ||
Percent Insiders 1.95 | Percent Institutions 118.72 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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