NYSE:BKD

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Brookdale Senior Living

Executive Summary

Brookdale Senior Living Inc. owns and operates senior living communities in the United States.


Snowflake Analysis

Fair value with questionable track record.


Similar Companies

Share Price & News

How has Brookdale Senior Living's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: BKD's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

-5.0%

BKD

1.7%

US Healthcare

0.5%

US Market


1 Year Return

-65.8%

BKD

20.1%

US Healthcare

18.7%

US Market

Return vs Industry: BKD underperformed the US Healthcare industry which returned 20.1% over the past year.

Return vs Market: BKD underperformed the US Market which returned 18.7% over the past year.


Shareholder returns

BKDIndustryMarket
7 Day-5.0%1.7%0.5%
30 Day8.3%4.7%4.9%
90 Day0.4%8.3%19.8%
1 Year-65.8%-65.8%21.7%20.1%21.2%18.7%
3 Year-76.2%-76.2%38.1%32.0%46.2%36.8%
5 Year-90.0%-90.0%52.7%42.0%85.3%65.1%

Price Volatility Vs. Market

How volatile is Brookdale Senior Living's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Brookdale Senior Living undervalued compared to its fair value and its price relative to the market?

6.5x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: BKD ($2.86) is trading above our estimate of fair value ($1.87)

Significantly Below Fair Value: BKD is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: BKD is good value based on its PE Ratio (6.5x) compared to the US Healthcare industry average (25.4x).

PE vs Market: BKD is good value based on its PE Ratio (6.5x) compared to the US market (19.1x).


Price to Earnings Growth Ratio

PEG Ratio: BKD's earnings are forecast to decline next year, so we can't calculate its PEG ratio.


Price to Book Ratio

PB vs Industry: BKD is good value based on its PB Ratio (0.6x) compared to the US Healthcare industry average (3.1x).


Next Steps

Future Growth

How is Brookdale Senior Living forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?

-106.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: BKD's earnings are forecast to decline over the next 3 years (-106.6% per year).

Earnings vs Market: BKD's earnings are forecast to decline over the next 3 years (-106.6% per year).

High Growth Earnings: BKD's earnings are forecast to decline over the next 3 years.

Revenue vs Market: BKD's revenue (2.8% per year) is forecast to grow slower than the US market (9.5% per year).

High Growth Revenue: BKD's revenue (2.8% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if BKD's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Brookdale Senior Living performed over the past 5 years?

17.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: BKD has a large one-off gain of $244.6M impacting its June 30 2020 financial results.

Growing Profit Margin: BKD became profitable in the past.


Past Earnings Growth Analysis

Earnings Trend: BKD has become profitable over the past 5 years, growing earnings by 17.2% per year.

Accelerating Growth: BKD has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: BKD has become profitable in the last year, making it difficult to compare its past year earnings growth to the Healthcare industry (21.8%).


Return on Equity

High ROE: BKD's Return on Equity (8.6%) is considered low.


Next Steps

Financial Health

How is Brookdale Senior Living's financial position?


Financial Position Analysis

Short Term Liabilities: BKD's short term assets ($838.0M) do not cover its short term liabilities ($930.4M).

Long Term Liabilities: BKD's short term assets ($838.0M) do not cover its long term liabilities ($5.6B).


Debt to Equity History and Analysis

Debt Level: BKD's debt to equity ratio (410.6%) is considered high.

Reducing Debt: BKD's debt to equity ratio has increased from 145% to 410.6% over the past 5 years.

Debt Coverage: BKD's debt is not well covered by operating cash flow (9.5%).

Interest Coverage: BKD's interest payments on its debt are not well covered by EBIT (0.2x coverage).


Balance Sheet


Next Steps

Dividend

What is Brookdale Senior Living current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate BKD's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate BKD's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if BKD's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if BKD's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: BKD is not paying a notable dividend for the US market.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of BKD's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

1.9yrs

Average management tenure


CEO

Cindy Baier (55 yo)

2.5yrs

Tenure

US$6,350,901

Compensation

Ms. Lucinda M. Baier, also known as Cindy, has served as Brookdale’s President and Chief Executive Officer and as a member of the Board since February 28, 2018, after having served as Brookdale’s Chief Fin ...


CEO Compensation Analysis

Compensation vs Market: Cindy's total compensation ($USD6.35M) is above average for companies of similar size in the US market ($USD2.02M).

Compensation vs Earnings: Cindy's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Lucinda Baier
President2.5yrsUS$6.35m0.14%
$ 721.2k
Steven Swain
Executive VP & CFO1.92yrsUS$2.12m0.012%
$ 64.8k
Chad White
Executive VP3.42yrsUS$1.05m0.028%
$ 145.6k
H. Kaestner
Executive VP of Asset Management & Division President of Entry Fee1.17yrsUS$834.39k0.054%
$ 282.8k
Mary Patchett
Executive Vice President of Strategic Operations4.75yrsUS$1.63m0.055%
$ 289.6k
Dawn Kussow
Senior VP & Chief Accounting Officer4.58yrsno data0.032%
$ 167.4k
Chris Bayham
Chief Information Officer1yrno datano data
Kathy MacDonald
Senior Vice President of Investor Relationsno datano datano data
Diane May
Executive Vice President of Human Resources1.25yrsno data0.025%
$ 131.1k
Anna-Gene O'Neal
Division President of Health Care Services1yrno data0.0045%
$ 23.6k
Cindy Kent
Executive VP & President of Senior Living0.58yrno datano data
Deborah Paskin
Secretary15yrsUS$2.27mno data

1.9yrs

Average Tenure

55yo

Average Age

Experienced Management: BKD's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Lucinda Baier
President2.5yrsUS$6.35m0.14%
$ 721.2k
Frank Bumstead
Independent Director14yrsUS$290.00k0.16%
$ 858.6k
Denise Warren
Independent Director1.83yrsUS$196.88k0.027%
$ 139.0k
Lee Wielansky
Independent Director5.33yrsUS$506.60k0.055%
$ 289.8k
Marcus Bromley
Independent Director3.08yrsUS$257.00k0.033%
$ 174.4k
Guy Sansone
Independent Non-Executive Chairman0.58yrUS$120.39k0.0094%
$ 49.2k
Victoria Freed
Independent Director0.83yrUS$124.39k0.0094%
$ 49.2k
Rita Johnson-Mills
Independent Director2yrsUS$211.98k0.019%
$ 100.7k
Jordan Asher
Independent Director0.50yrno data0.015%
$ 77.9k

2.0yrs

Average Tenure

61yo

Average Age

Experienced Board: BKD's board of directors are not considered experienced ( 2 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Brookdale Senior Living Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Brookdale Senior Living Inc.
  • Ticker: BKD
  • Exchange: NYSE
  • Founded:
  • Industry: Health Care Facilities
  • Sector: Healthcare
  • Market Cap: US$523.913m
  • Shares outstanding: 183.19m
  • Website: https://www.brookdale.com

Number of Employees


Location

  • Brookdale Senior Living Inc.
  • 111 Westwood Place
  • Suite 400
  • Brentwood
  • Tennessee
  • 37027
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
BKDNYSE (New York Stock Exchange)YesCommon StockUSUSDNov 2005
B7SDB (Deutsche Boerse AG)YesCommon StockDEEURNov 2005

Biography

Brookdale Senior Living Inc. owns and operates senior living communities in the United States. It operates through five segments: Independent Living, Assisted Living and Memory Care, CCRCs, Health Care Ser ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/08/14 11:45
End of Day Share Price2020/08/13 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.