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Upturn AI SWOT - About
BKD 
Brookdale Senior Living Inc (BKD)
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Upturn Advisory Summary
10/30/2025: BKD (3-star) is a STRONG-BUY. BUY since 39 days. Simulated Profits (19.51%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $8.25
1 Year Target Price $8.25
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 27.7% | Avg. Invested days 40 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.20B USD | Price to earnings Ratio - | 1Y Target Price 8.25 |
Price to earnings Ratio - | 1Y Target Price 8.25 | ||
Volume (30-day avg) 5 | Beta 0.9 | 52 Weeks Range 4.45 - 9.38 | Updated Date 10/30/2025 |
52 Weeks Range 4.45 - 9.38 | Updated Date 10/30/2025 | ||
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 2025-11-05 | When After Market | Estimate -0.18 | 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 7298959605 | Price to Sales(TTM) 0.72 |
Enterprise Value 7298959605 | Price to Sales(TTM) 0.72 | ||
Enterprise Value to Revenue 2.29 | Enterprise Value to EBITDA 18.91 | Shares Outstanding 237490452 | Shares Floating 233966094 |
Shares Outstanding 237490452 | Shares Floating 233966094 | ||
Percent Insiders 2.66 | Percent Institutions 99.79 |
Upturn AI SWOT
Brookdale Senior Living Inc
Company Overview
History and Background
Brookdale Senior Living Inc. was founded in 1978. It has grown through acquisitions and organic expansion to become one of the largest senior living providers in the US.
Core Business Areas
- Independent Living: Provides housing and services for seniors who are generally independent and require minimal assistance.
- Assisted Living: Offers housing and personalized care services for seniors who need help with activities of daily living, such as bathing, dressing, and medication management.
- Memory Care: Specialized care for seniors with Alzheimer's disease and other forms of dementia, providing a secure and supportive environment.
- Continuing Care Retirement Communities (CCRCs): Offer a continuum of care, including independent living, assisted living, and skilled nursing care, all within the same community.
Leadership and Structure
Lucinda Baier is the President and Chief Executive Officer. The organizational structure includes regional and community-level management teams overseeing operations.
Top Products and Market Share
Key Offerings
- Assisted Living Residences: Provide housing, meals, and personal care services. Market share is difficult to pinpoint exactly as it varies by region and acuity level, but Brookdale is a significant player in this market. Competitors include Atria Senior Living, Sunrise Senior Living, and Holiday Retirement.
- Independent Living Residences: Offer housing and amenities for active seniors. Market share details are similar to assisted living. Competitors include Leisure Care and Erickson Living.
- Home Health Services: Delivers care directly in the home. Market share information is limited. Competitors include LHC Group and Amedisys.
- Skilled Nursing: Healthcare setting delivering short term and long term care. Brookdale operates a large network delivering this care. Competitors include HCR ManorCare and Genesis Healthcare.
Market Dynamics
Industry Overview
The senior living industry is experiencing growth due to the aging population. Demand is increasing for various levels of care, from independent living to skilled nursing. The industry faces challenges related to staffing shortages and rising operational costs.
Positioning
Brookdale is one of the largest senior living providers in the US, with a significant presence across multiple states. It has a strong brand recognition and a wide range of services. Competitive advantages include its scale, geographic reach, and continuum of care offerings.
Total Addressable Market (TAM)
The TAM for senior living in the U.S. is estimated to be over $400 billion. Brookdale is positioned to capture a significant portion of this market through its extensive network of communities. However, its market share is fragmented due to intense competition.
Upturn SWOT Analysis
Strengths
- Large Scale and Geographic Reach
- Wide Range of Services (Continuum of Care)
- Established Brand Recognition
- Focus on Resident Care and Experience
Weaknesses
- High Debt Levels
- Staffing Challenges
- Fluctuating Occupancy Rates
- Reputation risks associated with elder care
Opportunities
- Growing Senior Population
- Expansion of Home Health Services
- Strategic Partnerships with Healthcare Providers
- Technological Advancements in Senior Care
Threats
- Increased Competition
- Rising Labor Costs
- Economic Downturns
- Regulatory Changes and Compliance Risks
Competitors and Market Share
Key Competitors
- ATR
- FIVE
- MPWR
- NHC
- EQNR
Competitive Landscape
Brookdaleu2019s advantage lies in its size and scale, but it faces strong competition from other large national providers and regional players. Maintaining occupancy and controlling costs are crucial for success.
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: Historically, growth has been driven by acquisitions and organic expansion, but recent years have focused on stabilizing operations and improving profitability.
Future Projections: Analyst estimates vary, but future growth is expected to be driven by occupancy improvements, cost management, and strategic partnerships. Growth is heavily influenced by demographics and government policy.
Recent Initiatives: Recent initiatives include focusing on cost optimization, improving resident care, and expanding home health services.
Summary
Brookdale Senior Living is a large provider in the senior living industry facing significant challenges. Its size and geographic reach are strengths, but high debt and staffing issues are weaknesses. Improved occupancy rates and cost management are crucial for future success, as the senior population grows. Brookdale has the potential to capitalize from this demographic but needs to improve its fundamentals.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market information 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 | 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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