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BKD 
Brookdale Senior Living Inc (BKD)
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Upturn Advisory Summary
12/04/2025: BKD (4-star) is a STRONG-BUY. BUY since 63 days. Simulated Profits (37.47%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $11.44
1 Year Target Price $11.44
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 46.89% | Avg. Invested days 43 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.53B USD | Price to earnings Ratio - | 1Y Target Price 11.44 |
Price to earnings Ratio - | 1Y Target Price 11.44 | ||
Volume (30-day avg) 5 | Beta 0.68 | 52 Weeks Range 4.45 - 11.38 | Updated Date 12/4/2025 |
52 Weeks Range 4.45 - 11.38 | Updated Date 12/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.32 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-05 | When After Market | Estimate -0.18 | Actual -0.1976 |
Profitability
Profit Margin -9.95% | Operating Margin (TTM) 2.36% |
Management Effectiveness
Return on Assets (TTM) 0.93% | Return on Equity (TTM) -212.27% |
Valuation
Trailing PE - | Forward PE 47.62 | Enterprise Value 7765820645 | Price to Sales(TTM) 0.82 |
Enterprise Value 7765820645 | Price to Sales(TTM) 0.82 | ||
Enterprise Value to Revenue 2.41 | Enterprise Value to EBITDA 23.65 | Shares Outstanding 237684321 | Shares Floating 234100086 |
Shares Outstanding 237684321 | Shares Floating 234100086 | ||
Percent Insiders 2.65 | Percent Institutions 101.59 |
Upturn AI SWOT
Brookdale Senior Living Inc
Company Overview
History and Background
Brookdale Senior Living Inc. was founded in 1978 and is headquartered in Brentwood, Tennessee. It has grown through acquisitions and organic expansion to become a leading operator of senior living communities.
Core Business Areas
- Independent Living: Provides housing and services for seniors who are able to live independently, offering amenities like meals, activities, and housekeeping.
- Assisted Living: Offers housing and care services for seniors who need assistance with daily activities, such as bathing, dressing, and medication management.
- Memory Care: Provides specialized care and support for seniors with Alzheimer's disease and other forms of dementia.
- Skilled Nursing: Offers short-term rehabilitation and long-term care services provided by licensed nurses and therapists.
- Health Care Services: The company also provides home health, hospice and outpatient therapy services.
Leadership and Structure
Lucinda M. Baier is the President and CEO. The company has a board of directors and a typical corporate structure with various executive leadership positions overseeing different aspects of the business.
Top Products and Market Share
Key Offerings
- Assisted Living: Offers housing and care services. Competitors include Atria Senior Living, Sunrise Senior Living, and Holiday Retirement. Market share data isn't readily available, but the company has a significant portion of the market, estimated around 10%. Revenue is not separately disclosed for this segment.
- Independent Living: Provides housing and services for seniors who are able to live independently. Competitors include Five Star Senior Living and Life Care Services. Market share and revenue data are not separately disclosed. Market share is estimated to be 7.5%.
- Memory Care: Provides specialized care and support for seniors with Alzheimer's disease and other forms of dementia. Competitors include Silverado Senior Living and Aegis Living. Market share and revenue data are not separately disclosed. Market share is estimated to be 10%.
Market Dynamics
Industry Overview
The senior living industry is experiencing growth due to the aging population. Demand for senior living services is expected to increase significantly in the coming years.
Positioning
Brookdale is a large player in the senior living industry. Its competitive advantage lies in its scale and brand recognition.
Total Addressable Market (TAM)
The senior living market is estimated to be worth over $100 billion. Brookdale's positioning with respect to this TAM is strong, however it is still only capturing a small single digit percentage of the TAM.
Upturn SWOT Analysis
Strengths
- Large network of communities
- Strong brand recognition
- Wide range of services
- Established infrastructure
Weaknesses
- High debt levels
- Occupancy rate challenges
- Labor shortages
- Competition
Opportunities
- Growing senior population
- Increasing demand for senior living services
- Expansion into new markets
- Development of new service offerings
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Rising operating costs
Competitors and Market Share
Key Competitors
- EQR
- AVIV
- OHI
- WELL
- HCN
Competitive Landscape
Brookdale's advantages include its scale and brand recognition. Disadvantages include its high debt levels and occupancy rate challenges.
Growth Trajectory and Initiatives
Historical Growth: Brookdale has experienced growth through acquisitions and organic expansion, but it has also faced challenges related to occupancy rates and debt.
Future Projections: Future growth is dependent on factors such as occupancy improvements, cost management, and expansion into new markets. Analyst estimates vary.
Recent Initiatives: Recent initiatives include efforts to improve occupancy rates, reduce costs, and enhance service offerings.
Summary
Brookdale Senior Living Inc. is a major player in the senior living industry facing both opportunities and challenges. The aging population presents a significant growth opportunity, but high debt and occupancy issues need addressing. The company's scale provides advantages, yet competition and economic factors pose threats. Recent initiatives focus on improving occupancy and efficiency for sustainable growth.
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Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Market research reports
- Analyst estimates
Disclaimers:
The information provided is based on available data and estimates. Actual results may vary. Financial metrics are not real-time and may not reflect the most recent performance. Market share data is approximate and may not be precise. Investing in the stock market involves risk, and past performance is not indicative of future results.
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 | CEO & Director Mr. Nikolas W. Stengle | ||
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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