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Upturn AI SWOT - About
BKD 
Brookdale Senior Living Inc (BKD)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
5 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $7.7
1 Year Target Price $7.7
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.43% | Avg. Invested days 36 | 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 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.62B USD | Price to earnings Ratio - | 1Y Target Price 7.7 |
Price to earnings Ratio - | 1Y Target Price 7.7 | ||
Volume (30-day avg) 5 | Beta 0.83 | 52 Weeks Range 4.45 - 8.12 | Updated Date 06/30/2025 |
52 Weeks Range 4.45 - 8.12 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -7.87% | Operating Margin (TTM) 4.24% |
Management Effectiveness
Return on Assets (TTM) 0.8% | Return on Equity (TTM) -90.69% |
Valuation
Trailing PE - | Forward PE 47.62 | Enterprise Value 6974068247 | Price to Sales(TTM) 0.54 |
Enterprise Value 6974068247 | Price to Sales(TTM) 0.54 | ||
Enterprise Value to Revenue 2.21 | Enterprise Value to EBITDA 18.1 | Shares Outstanding 234348000 | Shares Floating 229332066 |
Shares Outstanding 234348000 | Shares Floating 229332066 | ||
Percent Insiders 2.73 | Percent Institutions 100.08 |
Analyst Ratings
Rating 3 | Target Price 7.7 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 1 | 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 acquisitions and mergers, becoming the largest senior living community operator in the U.S.
Core Business Areas
- Independent Living: Provides housing and services for seniors who are generally self-sufficient.
- Assisted Living: Offers housing, personal care services, and health-related services for seniors who require assistance with daily living activities.
- Memory Care: Specialized care for individuals with Alzheimer's disease and other forms of dementia.
- Continuing Care Retirement Communities (CCRCs): Offer a continuum of care, including independent living, assisted living, and skilled nursing care, all on one campus.
- Skilled Nursing: Provides short-term rehabilitation and long-term care services for seniors with more complex medical needs.
Leadership and Structure
The leadership team typically includes a CEO, CFO, COO, and other key executives. The organizational structure is hierarchical, with regional and community-level management.
Top Products and Market Share
Key Offerings
- Assisted Living Services: Assistance with activities of daily living (ADLs), medication management, and social activities. Brookdale has a significant portion of the AL market. Competitors include Atria Senior Living, Sunrise Senior Living, and Five Star Senior Living.
- Memory Care Programs: Specialized care for individuals with dementia, focusing on creating a safe and stimulating environment. Competitors include Silverado, Benchmark Senior Living, and Anthem Memory Care.
- Independent Living Communities: Housing options with amenities and services for active seniors. Competitors include Holiday Retirement, and Leisure Care.
Market Dynamics
Industry Overview
The senior living industry is growing due to the aging population. Demand is driven by increasing life expectancy and a desire for supportive living environments.
Positioning
Brookdale is the largest operator in the U.S. senior living market, offering a range of services from independent living to skilled nursing. Its competitive advantage lies in its scale and brand recognition.
Total Addressable Market (TAM)
The global senior care market is expected to reach hundreds of billions of dollars. Brookdale is well-positioned to capture a large share of this market due to its size and service offerings.
Upturn SWOT Analysis
Strengths
- Largest operator in the U.S.
- Strong brand recognition
- Diverse range of services
- Extensive network of communities
Weaknesses
- High debt levels
- Occupancy rate fluctuations
- Labor costs
- Litigation risks
Opportunities
- Growing senior population
- Expansion into new markets
- Partnerships with healthcare providers
- Technology adoption
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Staffing shortages
Competitors and Market Share
Key Competitors
- WELL
- EQR
- VTR
Competitive Landscape
Brookdale faces competition from other large senior living operators, as well as smaller regional and local providers. Its size provides an advantage, but its debt load poses a challenge.
Major Acquisitions
Emeritus Corporation
- Year: 2014
- Acquisition Price (USD millions): 2800
- Strategic Rationale: Expanded Brookdale's portfolio and market presence.
Growth Trajectory and Initiatives
Historical Growth: Brookdale's growth has been driven by acquisitions and organic expansion. However, financial performance has been inconsistent.
Future Projections: Future growth is expected to be driven by the aging population and increasing demand for senior living services. Analyst estimates vary.
Recent Initiatives: Recent initiatives include focusing on operational efficiencies, improving occupancy rates, and investing in technology.
Summary
Brookdale is a large player in a growing market, but faces challenges due to debt and occupancy rates. The aging population is a tailwind, yet competition and economic uncertainty remain threats. Improved operational efficiencies and strategic partnerships are crucial for future success. The company needs to focus on managing debt effectively and boosting occupancy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Reports
- News Articles
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change.
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 | Interim CEO & Chairman Ms. Denise Wilder Warren MBA | ||
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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