Cancel anytime
Brookdale Senior Living Inc (BKD)BKD
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
11/08/2024: BKD (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: PASS |
Historic Profit: -57.18% | Upturn Advisory Performance 1 | Avg. Invested days: 25 |
Profits based on simulation | Stock Returns Performance 1 | Last Close 11/08/2024 |
Type: Stock | Today’s Advisory: PASS |
Historic Profit: -57.18% | Avg. Invested days: 25 |
Upturn Star Rating | Stock Returns Performance 1 |
Profits based on simulation Last Close 11/08/2024 | Upturn Advisory Performance 1 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.10B USD |
Price to earnings Ratio - | 1Y Target Price 7.3 |
Dividends yield (FY) - | Basic EPS (TTM) -0.93 |
Volume (30-day avg) 2674212 | Beta 1.33 |
52 Weeks Range 4.04 - 8.12 | Updated Date 11/10/2024 |
Company Size Small-Cap Stock | Market Capitalization 1.10B USD | Price to earnings Ratio - | 1Y Target Price 7.3 |
Dividends yield (FY) - | Basic EPS (TTM) -0.93 | Volume (30-day avg) 2674212 | Beta 1.33 |
52 Weeks Range 4.04 - 8.12 | Updated Date 11/10/2024 |
Earnings Date
Report Date 2024-11-06 | When AfterMarket |
Estimate -0.17 | Actual -0.22 |
Report Date 2024-11-06 | When AfterMarket | Estimate -0.17 | Actual -0.22 |
Profitability
Profit Margin -7.08% | Operating Margin (TTM) 1.51% |
Management Effectiveness
Return on Assets (TTM) 0.72% | Return on Equity (TTM) -53.13% |
Revenue by Products
Revenue by Products - Current and Previous Year
Valuation
Trailing PE - | Forward PE 47.62 |
Enterprise Value 6002419909 | Price to Sales(TTM) 0.37 |
Enterprise Value to Revenue 1.94 | Enterprise Value to EBITDA 15.1 |
Shares Outstanding 199212992 | Shares Floating 224031455 |
Percent Insiders 3.8 | Percent Institutions 105.49 |
Trailing PE - | Forward PE 47.62 | Enterprise Value 6002419909 | Price to Sales(TTM) 0.37 |
Enterprise Value to Revenue 1.94 | Enterprise Value to EBITDA 15.1 | Shares Outstanding 199212992 | Shares Floating 224031455 |
Percent Insiders 3.8 | Percent Institutions 105.49 |
Analyst Ratings
Rating 4 | Target Price 5.49 | Buy 1 |
Strong Buy 2 | Hold - | Sell 1 |
Strong Sell - |
Rating 4 | Target Price 5.49 | Buy 1 | Strong Buy 2 |
Hold - | Sell 1 | Strong Sell - |
AI Summarization
Brookdale Senior Living Inc. (BKD): A Comprehensive Overview
Company Profile:
History & Background:
- Founded in 1978 as Beverly Enterprises, focusing on nursing homes.
- Rebranded as Brookdale Senior Living in 2007, emphasizing independent living.
- Acquired by real estate giant KKR in 2014, later going public again in 2016.
Core Business:
- Senior housing and assisted living communities across the US.
- Offers independent living, assisted living, and memory care options.
- Provides supportive services like dining, housekeeping, transportation, etc.
Leadership & Structure:
- CEO: Cindy Baier (since 2020).
- Board Chairman: Andrew Wheeler (since 2018).
- Multi-layered structure with various departments like operations, development, marketing, and finance.
Top Products & Market Share:
Products: Independent living communities, assisted living facilities, memory care units.
Market Share: One of the largest senior housing providers in the US, estimated market share of around 5-7% (varied sources).
Product Performance: Generally positive reviews, but challenges in occupancy rates and pricing due to industry competition.
Total Addressable Market:
The senior housing industry in the US is vast and growing. There are approximately 75,000 senior housing communities nationwide, serving over 1 million residents. The market is expected to grow due to the aging population, with projections of 2 million residents by 2030 (AARP, 2023)
Financial Performance:
Recent Performance:
- Revenue: $3.2 billion in 2022 (year-over-year decrease).
- Net Income: -$213 million in 2022 (loss).
- Profit Margins: Negative in 2022, reflecting operational challenges.
- EPS: -$2.08 in 2022.
Financial Health:
- High debt burden following the KKR acquisition.
- Working on improving financial stability through cost-cutting measures and asset sales.
Cash Flow & Balance Sheet:
- Cash flow from operations has been negative in recent years.
- Working on improving efficiency and reducing expenses.
- Balance sheet shows high leverage and ongoing debt management.
Dividends & Shareholder Returns:
Dividend History:
- No current dividend payments due to financial challenges.
- Historically paid dividends, but suspended in 2014.
Shareholder Returns:
- Negative returns in recent years due to stock price decline.
- Long-term returns depend on future performance improvement.
Growth Trajectory:
Historical Growth:
- Growth stalled in recent years due to industry competition and operational challenges.
- Acquisitions and new development projects have slowed down.
Future Growth Projections:
- Uncertainties remain due to industry dynamics and financial constraints.
- Potential for growth through new markets, improved occupancy rates, and cost-efficiency measures.
Market Dynamics:
Industry Overview:
- Growing demand due to aging population, but also increasing competition and regulatory changes.
- Technological advancements are shaping the future of senior living, with a focus on remote care and data-driven solutions.
Brookdale's Position:
- Strong brand recognition and large network.
- Facing challenges in adapting to changing market dynamics and improving financial performance.
Key Competitors:
- Ventas Inc. (VTR): Strong focus on real estate ownership.
- Welltower Inc. (WELL): Diversified portfolio across healthcare properties.
- National Health Investors (NHI): Focused on healthcare REIT.
Challenges & Opportunities:
Key Challenges:
- High debt levels and financial turnaround.
- Increasing competition and pressure on pricing.
- Adapting to evolving needs and preferences of seniors.
Potential Opportunities:
- Exploring new markets and service offerings.
- Embracing technological advancements for improved care and efficiency.
- Strategic partnerships to optimize operations and expand reach.
Recent Acquisitions (2020-2023):
- No significant acquisitions reported within this timeframe.
AI-Based Fundamental Rating:
Rating: 4/10
Justification:
- Financial challenges and negative outlook raise concerns.
- Market position and potential for future growth offer some upside potential.
- Dependence on market recovery and successful execution of strategic plans.
Sources & Disclaimers:
- Sources: Brookdale SEC filings, company website, industry reports, news articles.
- This information should not be considered financial advice. Conduct your due diligence before making investment decisions.
Overall:
- Brookdale faces a critical juncture, balancing financial recovery with adapting to a changing industry.
- Opportunities exist for future growth, but execution and market conditions will determine its success.
Please note: This information is current as of November 17th, 2023. Financial data and market conditions may change rapidly, so conducting additional research is crucial for informed 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 | President, CEO & Director | Ms. Lucinda M. Baier |
Sector | Healthcare | Website | https://www.brookdale.com |
Industry | Medical Care Facilities | Full time employees | 25200 |
Headquaters | Brentwood, TN, United States | ||
President, CEO & Director | Ms. Lucinda M. Baier | ||
Website | https://www.brookdale.com | ||
Website | https://www.brookdale.com | ||
Full time employees | 25200 |
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 also 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 also manages communities on behalf of others. Brookdale Senior Living Inc. was incorporated in 2005 and is headquartered in Brentwood, Tennessee.
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.