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Brookdale Senior Living

NYSE:BKD
Snowflake Description

Overvalued with weak fundamentals.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
BKD
NYSE
$2B
Market Cap
  1. Home
  2. US
  3. Healthcare
Company description

Brookdale Senior Living Inc. owns and operates senior living communities in the United States. The last earnings update was 75 days ago. More info.


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BKD Share Price and Events
7 Day Returns
2.2%
NYSE:BKD
3.2%
US Healthcare
2.8%
US Market
1 Year Returns
-11%
NYSE:BKD
0.6%
US Healthcare
-5.6%
US Market
BKD Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Brookdale Senior Living (BKD) 2.2% 14% -4.9% -11% -48.6% -71.2%
US Healthcare 3.2% 7.1% -4.6% 0.6% 36.1% 88.7%
US Market 2.8% 9.6% -3.2% -5.6% 40.1% 41%
1 Year Return vs Industry and Market
  • BKD underperformed the Healthcare industry which returned 0.6% over the past year.
  • BKD underperformed the Market in United States of America which returned -5.6% over the past year.
Price Volatility
BKD
Industry
5yr Volatility vs Market

BKD Value

 Is Brookdale Senior Living undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Brookdale Senior Living to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Brookdale Senior Living.

NYSE:BKD Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 5 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 17.3%
Perpetual Growth Rate 10-Year US Government Bond Rate 2.7%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for NYSE:BKD
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year US Govt Bond Rate 2.7%
Equity Risk Premium S&P Global 7.3%
Healthcare Unlevered Beta Simply Wall St/ S&P Global 0.77
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.773 (1 + (1- 21%) (308.46%))
2.656
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
2
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.73% + (2 * 7.27%)
17.27%

Discounted Cash Flow Calculation for NYSE:BKD using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Brookdale Senior Living is arrived at by discounting future cash flows to their present value using the 2 stage method. We use analyst's estimates of cash flows going forward 5 years for the 1st stage, the 2nd stage assumes the company grows at a stable rate into perpetuity.

NYSE:BKD DCF 1st Stage: Next 5 year cash flow forecast
2019 2020 2021 2022 2023
Levered FCF (USD, Millions) -7.06 72.85 78.17 83.88 90.01
Source Analyst x4 Analyst x2 Est @ 7.3% Est @ 7.3% Est @ 7.3%
Present Value
Discounted (@ 17.27%)
-6.02 52.97 48.47 44.35 40.58
Present value of next 5 years cash flows $180.36
NYSE:BKD DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2023 × (1 + g) ÷ (Discount Rate – g)
= $90.01 × (1 + 2.73%) ÷ (17.27% – 2.73%)
$635.95
Present Value of Terminal Value = Terminal Value ÷ (1 + r)5
= $635.95 ÷ (1 + 17.27%)5
$286.74
NYSE:BKD Total Equity Value
Calculation Result
Total Equity Value = Present value of next 5 years cash flows + Terminal Value
= $180.36 + $286.74
$467.10
Equity Value per Share
(USD)
= Total value / Shares Outstanding
= $467.10 / 187.74
$2.49
NYSE:BKD Discount to Share Price
Calculation Result
Value per share (USD) From above. $2.49
Current discount Discount to share price of $8.00
= -1 x ($8.00 - $2.49) / $2.49
-221.5%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

  • The current share price of Brookdale Senior Living is above its future cash flow value.
Often investors are willing to pay a premium for a company that has a high dividend or the potential for future growth.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Brookdale Senior Living's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Brookdale Senior Living's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NYSE:BKD PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-09-30) in USD $-3.45
NYSE:BKD Share Price ** NYSE (2019-01-18) in USD $8
United States of America Healthcare Industry PE Ratio Median Figure of 53 Publicly-Listed Healthcare Companies 20.33x
United States of America Market PE Ratio Median Figure of 3,025 Publicly-Listed Companies 17.12x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Brookdale Senior Living.

NYSE:BKD PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NYSE:BKD Share Price ÷ EPS (both in USD)

= 8 ÷ -3.45

-2.32x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Brookdale Senior Living is loss making, we can't compare its value to the US Healthcare industry average.
  • Brookdale Senior Living is loss making, we can't compare the value of its earnings to the United States of America market.
Price based on expected Growth
Does Brookdale Senior Living's expected growth come at a high price?
Raw Data
NYSE:BKD PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section -2.32x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 5 Analysts
72.1%per year
United States of America Healthcare Industry PEG Ratio Median Figure of 42 Publicly-Listed Healthcare Companies 1.52x
United States of America Market PEG Ratio Median Figure of 2,108 Publicly-Listed Companies 1.28x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for Brookdale Senior Living, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Brookdale Senior Living's assets?
Raw Data
NYSE:BKD PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-09-30) in USD $4.74
NYSE:BKD Share Price * NYSE (2019-01-18) in USD $8
United States of America Healthcare Industry PB Ratio Median Figure of 90 Publicly-Listed Healthcare Companies 2.47x
United States of America Market PB Ratio Median Figure of 5,100 Publicly-Listed Companies 1.77x
NYSE:BKD PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NYSE:BKD Share Price ÷ Book Value per Share (both in USD)

= 8 ÷ 4.74

1.69x

* Primary Listing of Brookdale Senior Living.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Brookdale Senior Living is good value based on assets compared to the US Healthcare industry average.
X
Value checks
We assess Brookdale Senior Living's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Healthcare industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Healthcare industry average (and greater than 0)? (1 check)
  5. Brookdale Senior Living has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

BKD Future Performance

 How is Brookdale Senior Living expected to perform in the next 1 to 3 years based on estimates from 5 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
72.1%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Brookdale Senior Living expected to grow at an attractive rate?
  • Unable to compare Brookdale Senior Living's earnings growth to the low risk savings rate as it is expected to be loss making during the next 1-3 years.
Growth vs Market Checks
  • Unable to compare Brookdale Senior Living's earnings growth to the United States of America market average as it is expected to be loss making during the next 1-3 years.
  • Brookdale Senior Living's revenues are expected to decrease over the next 1-3 years, this is below the United States of America market average.
Annual Growth Rates Comparison
Raw Data
NYSE:BKD Future Growth Rates Data Sources
Data Point Source Value (per year)
NYSE:BKD Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 5 Analysts 72.1%
NYSE:BKD Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 5 Analysts -0.1%
United States of America Healthcare Industry Earnings Growth Rate Market Cap Weighted Average 16.1%
United States of America Healthcare Industry Revenue Growth Rate Market Cap Weighted Average 8.2%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 13.7%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7.3%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NYSE:BKD Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NYSE:BKD Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2020-12-31 4,310 302 -139 2
2019-12-31 4,283 271 -188 5
2018-12-31 4,535 214 -716 4
NYSE:BKD Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2018-09-30 3,622 243 -645
2018-06-30 3,705 265 -1,022
2018-03-31 3,748 338 -902
2017-12-31 3,856 367 -571
2017-09-30 3,961 383 -855
2017-06-30 4,078 388 -493
2017-03-31 4,194 362 -482
2016-12-31 4,239 366 -404
2016-09-30 4,265 367 -310
2016-06-30 4,262 359 -327
2016-03-31 4,248 353 -376
2015-12-31 4,237 292 -457

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Brookdale Senior Living is not considered high growth as it is expected to be loss making for the next 1-3 years.
  • Brookdale Senior Living's revenue is expected to decrease over the next 1-3 years, this is not considered high growth.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NYSE:BKD Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below

All data from Brookdale Senior Living Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NYSE:BKD Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2020-12-31 -0.73 -0.48 -0.98 2.00
2019-12-31 -0.99 -0.60 -1.30 5.00
2018-12-31 -3.82 -3.75 -3.93 3.00
NYSE:BKD Past Financials Data
Date (Data in USD Millions) EPS *
2018-09-30 -3.45
2018-06-30 -5.47
2018-03-31 -4.84
2017-12-31 -3.07
2017-09-30 -4.60
2017-06-30 -2.65
2017-03-31 -2.59
2016-12-31 -2.18
2016-09-30 -1.67
2016-06-30 -1.77
2016-03-31 -2.03
2015-12-31 -2.48

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if Brookdale Senior Living will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
X
Future performance checks
We assess Brookdale Senior Living's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Brookdale Senior Living has a total score of 0/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

BKD Past Performance

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

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Brookdale Senior Living's growth in the last year to its industry (Healthcare).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Brookdale Senior Living does not make a profit and their year on year earnings growth rate was negative over the past 5 years.
  • Unable to compare Brookdale Senior Living's 1-year earnings growth to the 5-year average as it is not currently profitable.
  • Unable to compare Brookdale Senior Living's 1-year growth to the US Healthcare industry average as it is not currently profitable.
Earnings and Revenue History
Brookdale Senior Living's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Brookdale Senior Living Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NYSE:BKD Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-09-30 3,622.32 -644.74 548.79
2018-06-30 3,704.64 -1,021.50 571.00
2018-03-31 3,748.11 -902.30 582.71
2017-12-31 3,855.99 -571.42 592.37
2017-09-30 3,960.70 -854.96 604.78
2017-06-30 4,078.03 -492.76 606.10
2017-03-31 4,194.28 -481.93 621.00
2016-12-31 4,239.38 -404.40 636.84
2016-09-30 4,265.43 -310.17 645.41
2016-06-30 4,261.85 -326.70 650.75
2016-03-31 4,247.91 -375.80 615.81
2015-12-31 4,237.31 -457.48 629.61
2015-09-30 4,239.80 -389.75 623.39
2015-06-30 4,150.96 -358.39 614.87
2015-03-31 3,753.15 -277.14 595.07
2014-12-31 3,343.54 -148.99 524.65
2014-09-30 2,931.39 -43.43 483.56
2014-06-30 2,604.22 -7.54 447.59
2014-03-31 2,571.89 -9.44 446.83
2013-12-31 2,546.16 -3.58 446.78
2013-09-30 2,516.67 -27.30 443.26
2013-06-30 2,490.84 -38.55 442.58
2013-03-31 2,471.71 -52.37 440.40
2012-12-31 2,443.72 -66.47 439.35
2012-09-30 2,418.47 -56.65 439.76
2012-06-30 2,384.03 -51.47 431.61
2012-03-31 2,339.91 -66.41 421.45

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • It is difficult to establish if Brookdale Senior Living has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
  • It is difficult to establish if Brookdale Senior Living has efficiently used its assets last year compared to the US Healthcare industry average (Return on Assets) as it is loss-making.
  • It is difficult to establish if Brookdale Senior Living improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
X
Past performance checks
We assess Brookdale Senior Living's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Healthcare industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Brookdale Senior Living has a total score of 0/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

BKD Health

 How is Brookdale Senior Living's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Brookdale Senior Living's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Brookdale Senior Living's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • Brookdale Senior Living's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of Brookdale Senior Living's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is not covered by short term assets, assets are 0.1x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Brookdale Senior Living Company Filings, last reported 3 months ago.

NYSE:BKD Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2018-09-30 889.85 4,632.96 133.66
2018-06-30 920.66 4,816.30 146.63
2018-03-31 1,079.56 5,135.40 510.06
2017-12-31 1,530.29 5,142.29 514.44
2017-09-30 1,509.69 5,515.37 537.93
2017-06-30 1,915.90 5,189.07 181.31
2017-03-31 1,954.63 5,167.20 59.24
2016-12-31 2,077.73 6,045.17 216.40
2016-09-30 2,350.40 6,230.89 74.18
2016-06-30 2,393.45 6,387.70 39.05
2016-03-31 2,419.43 6,431.92 70.86
2015-12-31 2,458.73 6,432.41 88.03
2015-09-30 2,626.53 6,485.11 70.39
2015-06-30 2,684.01 6,476.28 78.50
2015-03-31 2,761.19 6,473.48 115.18
2014-12-31 2,882.24 6,246.25 104.08
2014-09-30 2,983.21 6,415.03 238.32
2014-06-30 1,031.62 2,647.49 50.93
2014-03-31 1,026.67 2,634.41 45.70
2013-12-31 1,020.94 2,636.58 58.51
2013-09-30 1,016.54 2,607.28 42.69
2013-06-30 1,010.13 2,625.95 30.95
2013-03-31 1,007.87 2,638.93 28.24
2012-12-31 996.99 2,681.20 69.24
2012-09-30 1,021.47 2,577.29 42.50
2012-06-30 1,025.96 2,586.79 38.68
2012-03-31 1,037.82 2,593.04 42.11
  • Brookdale Senior Living's level of debt (520.6%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (256.5% vs 520.6% today).
CASH RUNWAY ANALYSIS

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

  • Brookdale Senior Living has less than a year of cash runway based on current free cash flow.
  • Brookdale Senior Living has less than a year of cash runway if free cash flow continues to grow at historical rates of 2.9% each year.
X
Financial health checks
We assess Brookdale Senior Living's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Brookdale Senior Living has a total score of 0/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

BKD Dividends

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

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Brookdale Senior Living dividends. Estimated to be 0% next year.
If you bought $2,000 of Brookdale Senior Living shares you are expected to receive $0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Brookdale Senior Living's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Brookdale Senior Living's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NYSE:BKD Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below
United States of America Healthcare Industry Average Dividend Yield Market Cap Weighted Average of 23 Stocks 1.4%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 1986 Stocks 2.6%
United States of America Minimum Threshold Dividend Yield 10th Percentile 0.9%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.5%
United States of America Top 25% Dividend Yield 75th Percentile 3.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NYSE:BKD Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2020-12-31
2019-12-31 0.00 1.00
2018-12-31 0.00 1.00
NYSE:BKD Past Annualized Dividends Data
Date (Data in $) Dividend per share (annual) Avg. Yield (%)
2010-08-06 0.000 0.000
2010-08-03 0.000 0.000
2010-05-06 0.000 0.000
2010-05-04 0.000 0.000
2010-02-26 0.000 0.000
2010-02-24 0.000 0.000
2009-11-04 0.000 0.000
2009-08-04 0.000 0.000
2009-08-03 0.000 0.000
2009-05-11 0.000 0.000
2009-05-06 0.000 0.000
2009-03-02 0.000 0.000
2009-01-21 1.000 18.527

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Brookdale Senior Living has not reported any payouts.
  • Unable to verify if Brookdale Senior Living's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Brookdale Senior Living's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Brookdale Senior Living has not reported any payouts.
Future Payout to shareholders
  • No need to calculate the sustainability of Brookdale Senior Living's dividends in 3 years as they are not expected to pay a notable one for United States of America.
X
Income/ dividend checks
We assess Brookdale Senior Living's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.9%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Brookdale Senior Living afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Brookdale Senior Living has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

BKD Management

 What is the CEO of Brookdale Senior Living's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Cindy Baier
COMPENSATION $2,407,188
AGE 53
TENURE AS CEO 0.9 years
CEO Bio

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 Financial Officer since December 2015. She joined Brookdale on December 1, 2015. In addition to experience as a seasoned Chief Financial Officer in several companies, she has had multi-billion dollar P&L responsibility, served as an executive officer of a Fortune 30 company, been the Chief Executive Officer for a publicly-traded retailer and has served for more than a decade as a Board member of public and private companies, including serving as the Chairman of the Board. Prior to joining Brookdale, Ms. Baier served as Chief Financial Officer of Navigant Consulting, Inc., a specialized global expert services firm, since March 2013 and its Executive Vice President since February 2013. Additionally, Ms. Baier has served as the Chief Financial Officer of Central Parking System, Inc., Movie Gallery, Inc., and World Kitchen, LLC. Ms. Baier's experience also includes serving as the Senior Vice President and General Manager of Sears, Roebuck and Co.'s Credit and Financial Products business and serving as the Chairman of Sears National Bank. Ms. Baier currently serves as a member of the board of directors of the National Investment Center for the Seniors Housing & Care Industry (NIC) and the Nashville Health Care Council, and previously served from 2007 to 2016 as a member of the Board of Directors and Audit Committee of The Bon-Ton Stores, Inc. Ms. Baier is a Certified Public Accountant and is a graduate of Illinois State University, with Bachelor and Master of Science degrees in Accounting.

CEO Compensation
  • Cindy's compensation has been consistent with company performance over the past year.
  • Cindy's remuneration is lower than average for companies of similar size in United States of America.
Management Team Tenure

Average tenure and age of the Brookdale Senior Living management team in years:

2.8
Average Tenure
53
Average Age
  • The tenure for the Brookdale Senior Living management team is about average.
Management Team

Cindy Baier

TITLE
President
COMPENSATION
$2M
AGE
53
TENURE
0.9 yrs

Mary Patchett

TITLE
Executive Vice President of Community & Field Operations
COMPENSATION
$1M
AGE
55
TENURE
3.2 yrs

Steve Swain

TITLE
Executive VP & CFO
AGE
51
TENURE
0.3 yrs

Dawn Kussow

TITLE
Senior VP & Chief Accounting Officer
AGE
44
TENURE
3 yrs

Ross Roadman

TITLE
Senior Vice President of Investor Relations
AGE
67

Chad White

TITLE
Executive VP
AGE
43
TENURE
1.8 yrs

Julie Davis

TITLE
Vice President of Communications

H. Kaestner

TITLE
Executive Vice President of Corporate Development
AGE
62
TENURE
12.5 yrs

Anthony Mollica

TITLE
Division President of Ancillary Services Program (Home Health
AGE
46
TENURE
2.8 yrs

Kathy MacDonald

TITLE
Senior Vice President
AGE
54
Board of Directors Tenure

Average tenure and age of the Brookdale Senior Living board of directors in years:

1.2
Average Tenure
62
Average Age
  • The average tenure for the Brookdale Senior Living board of directors is less than 3 years, this suggests a new board.
Board of Directors

Lee Wielansky

TITLE
Non-Executive Chairman of the Board
COMPENSATION
$362K
AGE
67
TENURE
0.9 yrs

Cindy Baier

TITLE
President
COMPENSATION
$2M
AGE
53
TENURE
0.9 yrs

Jackie Clegg

TITLE
Independent Director
COMPENSATION
$391K
AGE
56
TENURE
13.2 yrs

Frank Bumstead

TITLE
Independent Director
COMPENSATION
$380K
AGE
76
TENURE
12.4 yrs

Jim Seward

TITLE
Independent Director
COMPENSATION
$367K
AGE
65
TENURE
10.2 yrs

Marc Bromley

TITLE
Independent Director
COMPENSATION
$203K
AGE
68
TENURE
1.5 yrs

Rita Johnson-Mills

TITLE
Independent Director
AGE
59
TENURE
0.4 yrs

Denise Warren

TITLE
Independent Director
AGE
56
TENURE
0.3 yrs
Who owns this company?
Recent Insider Trading
  • More shares have been bought than sold by Brookdale Senior Living insiders in the past 3 months, but not in substantial volumes.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
20. Nov 18 Buy Marcus Bromley Individual 20. Nov 18 20. Nov 18 6,300 $7.86 $49,512
15. Aug 18 Buy Marcus Bromley Individual 14. Aug 18 14. Aug 18 6,400 $7.85 $50,214
15. Aug 18 Buy Lee Wielansky Individual 13. Aug 18 13. Aug 18 10,000 $7.78 $77,839
08. Mar 18 Buy Marcus Bromley Individual 06. Mar 18 06. Mar 18 6,950 $7.18 $49,866
01. Mar 18 Buy James Seward Individual 01. Mar 18 01. Mar 18 5,000 $6.68 $33,400
01. Mar 18 Buy James Seward Individual 27. Feb 18 27. Feb 18 15,000 $6.98 $104,699
01. Mar 18 Buy Frank Bumstead Individual 28. Feb 18 28. Feb 18 20,000 $6.70 $134,000
01. Mar 18 Buy Lee Wielansky Individual 27. Feb 18 27. Feb 18 10,000 $6.90 $68,999
01. Mar 18 Buy Lucinda Baier Individual 27. Feb 18 27. Feb 18 15,000 $6.94 $104,100
X
Management checks
We assess Brookdale Senior Living's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Brookdale Senior Living has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

BKD News

External News
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Simply Wall St News

Does Brookdale Senior Living Inc (NYSE:BKD) Have A High Beta?

Every stock in the market is exposed to this volatility, which is linked to the fact that stocks prices are correlated in an efficient market. … Beta can be a useful tool to understand how much a stock is influenced by market risk (volatility). … A stock with a beta greater than one is more sensitive to broader market movements than a stock with a beta of less than one.

Simply Wall St -

What Does Brookdale Senior Living Inc's (NYSE:BKD) Share Price Indicate?

Brookdale Senior Living Inc (NYSE:BKD), a healthcare company based in United States,. … As a stock with high coverage by analysts, you could assume any recent changes in the company’s outlook is already priced into the stock? … Let’s take a look at Brookdale Senior Living’s outlook and value based on the most recent financial data to see if the opportunity still exists

Simply Wall St -

Brookdale Senior Living Inc (NYSE:BKD): When Will It Breakeven?

Brookdale Senior Living Inc's (NYSE:BKD):. … Brookdale Senior Living Inc. … The US$1.76b market-cap posted a loss in its most recent financial year of -US$571.42m and a latest trailing-twelve-month loss of -US$902.30m leading to an even wider gap between loss and breakeven?

Simply Wall St -

Was Brookdale Senior Living Inc's (NYSE:BKD) Earnings Decline Part Of A Broader Industry Downturn?

In this article, I will take a look at Brookdale Senior Living Inc's (NYSE:BKD) track record on a high level, to give you some insight into how the company has been performing against its historical trend and its industry peers. … Was BKD's recent earnings decline indicative of a tough track record. … BKD is loss-making, with the most recent trailing twelve-month earnings of -US$902.30m (from 31 March 2018), which compared to last year has become.

Simply Wall St -

How Financially Strong Is Brookdale Senior Living Inc (NYSE:BKD)?

BKD's debt levels have fallen from US$6.05B to US$5.14B over the last 12 months – this includes both the current and long-term debt. … On top of this, BKD has produced US$366.66M in operating cash flow in the last twelve months, resulting in an operating cash to total debt ratio of 7.13%, signalling that BKD’s debt is not appropriately covered by operating cash. … Maintaining a high level of debt, while revenues are still below costs, can be dangerous as liquidity tends to dry up in unexpected downturns.Next Steps: BKD’s high debt level indicates room for improvement.

Simply Wall St -

Brookdale Senior Living Inc (NYSE:BKD): Does The Earnings Decline Make It An Underperformer?

Below, I will examine Brookdale Senior Living Inc's (NYSE:BKD) track record on a high level, to give you some insight into how the company has been performing against its long term trend and its industry peers. … View our latest analysis for Brookdale Senior Living Despite a decline, did BKD underperform the long-term trend and the industry? … NYSE:BKD Income Statement May 7th 18 We can further evaluate Brookdale Senior Living's loss by looking at what the industry has been experiencing over the past few years.

Simply Wall St -

Is It Too Late To Buy Brookdale Senior Living Inc (NYSE:BKD)?

Let’s take a look at Brookdale Senior Living’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. … This means that the opportunity to buy Brookdale Senior Living at a good price has disappeared! … Since Brookdale Senior Living’s share price is quite volatile, this could mean it can sink lower (or rise even further) in the future, giving us another chance to invest.

Simply Wall St -

Should You Be Concerned About Brookdale Senior Living Inc's (NYSE:BKD) Shareholders?

A company's ownership structure is often linked to its share performance in both the long- and short-term. … Check out our latest analysis for Brookdale Senior Living NYSE:BKD Ownership_summary Feb 22nd 18 Institutional Ownership BKD's 91.96% institutional ownership seems enough to cause large share price movements in the case of significant share sell-off or acquisitions by institutions, particularly when there is a low level of public shares available on the market to trade. … I am going to further examine BKD's ownership structure to check how other major shareholders can affect its investment case.

Simply Wall St -

Why Brookdale Senior Living Inc's (NYSE:BKD) CEO Pay Matters To You

Performance can be measured based on factors such as earnings and total shareholder return (TSR). … I believe earnings is a cleaner proxy, since many factors can impact share price, and therefore, TSR. … Normally I would look at market cap and earnings as a proxy for performance, however, BKD's negative earnings reduces the effectiveness of this method.

Simply Wall St -

Is Now The Right Time To Invest In Healthcare And Brookdale Senior Living Inc (NYSE:BKD)?

In this article, I’ll take you through the sector growth expectations, and also determine whether Brookdale Senior Living is a laggard or leader relative to its healthcare sector peers. … Check out our latest analysis for Brookdale Senior Living What’s the catalyst for Brookdale Senior Living's sector growth? … If Brookdale Senior Living has been on your watchlist for a while, now may be the time to enter into the stock, if you like its growth prospects and are not highly concentrated in the healthcare provider industry.

Simply Wall St -

BKD Company Info

Map
Description

Brookdale Senior Living Inc. owns and operates senior living communities in the United States. It operates through five segments: Retirement Centers, Assisted Living, CCRCs – Rental, Brookdale Ancillary Services, and Management Services. The Retirement Centers segment owns or leases communities comprising independent living and assisted living units in a single community that are primarily designed for middle to upper income senior citizens. The Assisted Living 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 life to mid-acuity frail and elderly residents. This segment also operates memory care communities for residents with Alzheimer's disease and other dementias. The CCRCs - Rental segment owns or leases communities that offer various living arrangements and services to accommodate various levels of physical ability and health. The Brookdale Ancillary Services segment provides outpatient therapy, home health, and hospice services; and education and wellness programs to residents of its communities, as well as to other senior living communities. The Management Services segment operates communities under the management agreements. As of December 31, 2017, the company operated 129 retirement center communities with 24,476 units; 822 assisted living communities with 56,718 units; and 72 CCRCs with 19,388 units, as well as owned or leased 794 communities with 66,641 units and provided management services with respect to 229 communities with 33,941 units for third parties or unconsolidated ventures. Brookdale Senior Living Inc. is headquartered in Brentwood, Tennessee.

Details
Name: Brookdale Senior Living Inc.
BKD
Exchange: NYSE
Founded:
$1,501,943,832
187,742,979
Website: http://www.brookdale.com
Address: Brookdale Senior Living Inc.
111 Westwood Place,
Suite 400,
Brentwood,
Tennessee, 37027,
United States
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NYSE BKD Common Stock New York Stock Exchange US USD 22. Nov 2005
DB B7S Common Stock Deutsche Boerse AG DE EUR 22. Nov 2005
Number of employees
Current staff
Staff numbers
62,550
Brookdale Senior Living employees.
Industry
Health Care Facilities
Healthcare
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/01/20 23:58
End of day share price update: 2019/01/18 00:00
Last estimates confirmation: 2019/01/11
Last earnings filing: 2018/11/06
Last earnings reported: 2018/09/30
Last annual earnings reported: 2017/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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.