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Upturn AI SWOT - About
BKD 
Brookdale Senior Living Inc (BKD)
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Upturn Advisory Summary
09/17/2025: BKD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $8.12
1 Year Target Price $8.12
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.95% | Avg. Invested days 37 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.75B USD | Price to earnings Ratio - | 1Y Target Price 8.12 |
Price to earnings Ratio - | 1Y Target Price 8.12 | ||
Volume (30-day avg) 5 | Beta 0.92 | 52 Weeks Range 4.45 - 8.29 | Updated Date 09/16/2025 |
52 Weeks Range 4.45 - 8.29 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.05 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -7.95% | Operating Margin (TTM) 3.34% |
Management Effectiveness
Return on Assets (TTM) 0.88% | Return on Equity (TTM) -108.24% |
Valuation
Trailing PE - | Forward PE 47.62 | Enterprise Value 7047219726 | Price to Sales(TTM) 0.57 |
Enterprise Value 7047219726 | Price to Sales(TTM) 0.57 | ||
Enterprise Value to Revenue 2.21 | Enterprise Value to EBITDA 18.25 | Shares Outstanding 237490000 | Shares Floating 233906721 |
Shares Outstanding 237490000 | Shares Floating 233906721 | ||
Percent Insiders 2.63 | Percent Institutions 98.96 |
Upturn AI SWOT
Brookdale Senior Living Inc
Company Overview
History and Background
Brookdale Senior Living Inc. was formed in 2005 through a merger. It has grown through acquisitions to become one of the largest senior living providers in the US, offering a range of services from independent living to skilled nursing care. Previously known as American Retirement Corporation founded in 1978 and evolving through various mergers and acquisitions.
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, personal care services, and health-related services for seniors who need assistance with daily living activities.
- Memory Care: Specialized care for individuals with Alzheimer's disease and other forms of dementia.
- Skilled Nursing: Provides 24-hour medical care and rehabilitation services for seniors who require a higher level of care.
Leadership and Structure
Cindy Baier serves as the President and CEO. The company operates with a board of directors and a management team overseeing various departments, including operations, finance, and marketing.
Top Products and Market Share
Key Offerings
- Assisted Living Services: Offers personalized care plans, medication management, and assistance with daily activities. Competitors include Atria Senior Living, Sunrise Senior Living. Market share data is difficult to pinpoint exactly, but Brookdale is among the top providers.
- Independent Living Communities: Provides housing, social activities, and amenities for active seniors. Competitors are Holiday Retirement, and other smaller regional independent living facilities. Market share data is difficult to pinpoint exactly, but Brookdale is among the top providers.
- Memory Care Programs (Clare Bridge): Specialized care for residents with dementia, focusing on enhancing their quality of life through structured activities and personalized care. Competitors include Silverado Senior Living, and smaller regional memory care facilities. Market share data is difficult to pinpoint exactly, but Brookdale is among the top providers.
Market Dynamics
Industry Overview
The senior living industry is growing due to the aging population and increasing demand for specialized care services. It's characterized by a mix of large national players and smaller regional operators.
Positioning
Brookdale is one of the largest players in the senior living industry. Its competitive advantage lies in its scale, brand recognition, and diverse service offerings.
Total Addressable Market (TAM)
The TAM for the senior living market is expected to reach hundreds of billions of dollars globally. Brookdale captures a single-digit percentage of this market due to fragmented competition.
Upturn SWOT Analysis
Strengths
- Large network of communities
- Brand recognition
- Diverse service offerings
- Established infrastructure
Weaknesses
- High debt levels
- Fluctuating occupancy rates
- Labor shortages
- Reputational risks related to care quality
Opportunities
- Growing senior population
- Increasing demand for memory care
- Partnerships with healthcare providers
- Expansion into new markets
Threats
- Increased competition
- Rising operating costs
- Regulatory changes
- Economic downturns affecting affordability
Competitors and Market Share
Key Competitors
- Five Star Senior Living (FIVE)
- Sunrise Senior Living (operated by Welltower Inc. (WELL))
- Atria Senior Living (Privately Held)
Competitive Landscape
Brookdale's scale provides an advantage, but competitors may have stronger regional presence or specialization in certain care areas.
Major Acquisitions
Emeritus Corporation
- Year: 2014
- Acquisition Price (USD millions): 2800
- Strategic Rationale: Expanded Brookdale's portfolio significantly, increasing its market presence and service offerings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been mixed due to industry challenges and company-specific issues. Please check public filings.
Future Projections: Future growth projections are based on analyst estimates, which vary depending on market conditions and company performance. Please check public filings.
Recent Initiatives: Recent initiatives include efforts to improve occupancy rates, manage costs, and enhance care quality.
Summary
Brookdale Senior Living is one of the largest players in a growing industry, benefiting from brand recognition and a wide range of services. However, high debt levels and fluctuating occupancy present ongoing challenges. The company can capitalize on the aging population but must address rising costs and increasing competition. Successfully managing operational efficiency and adapting to evolving market demands are crucial for its sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is approximate and may vary by region. Consult a qualified financial advisor before making any 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 | 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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