Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 0.04
BKD's Cash to Debt is ranked higher than
53% of the 302 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 0.19 vs. BKD: 0.04 )
BKD' s 10-Year Cash to Debt Range
Min: 0.01   Max: No Debt
Current: 0.04

Equity to Asset 0.28
BKD's Equity to Asset is ranked higher than
60% of the 303 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 0.41 vs. BKD: 0.28 )
BKD' s 10-Year Equity to Asset Range
Min: 0.21   Max: 0.41
Current: 0.28

0.21
0.41
Interest Coverage 0.96
BKD's Interest Coverage is ranked higher than
51% of the 194 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 5.06 vs. BKD: 0.96 )
BKD' s 10-Year Interest Coverage Range
Min: 0.22   Max: 9999.99
Current: 0.96

0.22
9999.99
F-Score: 5
Z-Score: 0.64
M-Score: -2.28
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 0.60
BKD's Operating margin (%) is ranked higher than
58% of the 305 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 8.59 vs. BKD: 0.60 )
BKD' s 10-Year Operating margin (%) Range
Min: -12.46   Max: 9.09
Current: 0.6

-12.46
9.09
Net-margin (%) -1.31
BKD's Net-margin (%) is ranked higher than
60% of the 305 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 4.91 vs. BKD: -1.31 )
BKD' s 10-Year Net-margin (%) Range
Min: -19.36   Max: 4
Current: -1.31

-19.36
4
ROE (%) -3.07
BKD's ROE (%) is ranked higher than
60% of the 286 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 9.56 vs. BKD: -3.07 )
BKD' s 10-Year ROE (%) Range
Min: -31.36   Max: 3.57
Current: -3.07

-31.36
3.57
ROA (%) -0.73
BKD's ROA (%) is ranked higher than
61% of the 306 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 3.52 vs. BKD: -0.73 )
BKD' s 10-Year ROA (%) Range
Min: -8.06   Max: 0.99
Current: -0.73

-8.06
0.99
ROC (Joel Greenblatt) (%) 0.41
BKD's ROC (Joel Greenblatt) (%) is ranked higher than
58% of the 305 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 18.24 vs. BKD: 0.41 )
BKD' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -6.44   Max: 5.17
Current: 0.41

-6.44
5.17
Revenue Growth (%) 8.20
BKD's Revenue Growth (%) is ranked higher than
80% of the 239 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 6.10 vs. BKD: 8.20 )
BKD' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 10.6
Current: 8.2

0
10.6
EBITDA Growth (%) 4.90
BKD's EBITDA Growth (%) is ranked higher than
71% of the 191 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 6.50 vs. BKD: 4.90 )
BKD' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 165.6
Current: 4.9

0
165.6
EPS Growth (%) -58.20
BKD's EPS Growth (%) is ranked higher than
53% of the 184 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 10.90 vs. BKD: -58.20 )
BKD' s 10-Year EPS Growth (%) Range
Min: 0   Max: 48.4
Current: -58.2

0
48.4
» BKD's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q4 2013

BKD Guru Trades in Q4 2013

Manning & Napier Advisors, Inc 77,970 sh (New)
Jim Simons 622,600 sh (+103.33%)
Third Avenue Management 1,900,958 sh (+15.48%)
Ron Baron 5,475,126 sh (+4.93%)
Arnold Schneider 434,962 sh (-4.53%)
Pioneer Investments 231,849 sh (-9.15%)
Paul Tudor Jones 11,266 sh (-11.29%)
Louis Moore Bacon 115,000 sh (-23.28%)
RS Investment Management 721,982 sh (-28.67%)
Steven Cohen 98,200 sh (-37.2%)
» More
Q1 2014

BKD Guru Trades in Q1 2014

Jim Simons 1,495,165 sh (+140.15%)
Paul Tudor Jones 14,300 sh (+26.93%)
Ron Baron 5,987,391 sh (+9.36%)
RS Investment Management Sold Out
Louis Moore Bacon Sold Out
Third Avenue Management 1,886,865 sh (-0.74%)
Manning & Napier Advisors, Inc 76,300 sh (-2.14%)
Pioneer Investments 199,175 sh (-14.09%)
Steven Cohen 30,541 sh (-68.9%)
Arnold Schneider 126,790 sh (-70.85%)
» More
Q2 2014

BKD Guru Trades in Q2 2014

Larry Robbins 3,999,730 sh (New)
Ron Baron 6,310,454 sh (+5.4%)
Steven Cohen 340,900 sh (unchged)
Manning & Napier Advisors, Inc Sold Out
Third Avenue Management 1,845,332 sh (-2.2%)
Pioneer Investments 191,848 sh (-3.68%)
Arnold Schneider 82,295 sh (-35.09%)
Paul Tudor Jones 8,800 sh (-38.46%)
Jim Simons 680,400 sh (-54.49%)
» More
Q3 2014

BKD Guru Trades in Q3 2014

Leon Cooperman 175,000 sh (New)
Paul Tudor Jones 40,625 sh (+361.65%)
Larry Robbins 6,348,730 sh (+58.73%)
Ron Baron 9,323,854 sh (+47.75%)
Third Avenue Management 2,556,236 sh (+38.52%)
Jim Simons 770,418 sh (+13.23%)
Pioneer Investments 191,871 sh (+0.01%)
Arnold Schneider Sold Out
Steven Cohen 224,500 sh (-34.14%)
» More
» Details

Insider Trades

Latest Guru Trades with BKD

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Third Avenue Management 2014-09-30 Add 38.52%0.47%$32.41 - $35.86 $ 35.354%2556236
Ron Baron 2014-09-30 Add 47.75%0.39%$32.41 - $35.86 $ 35.354%9323854
Arnold Schneider 2014-09-30 Sold Out 0.3%$32.41 - $35.86 $ 35.354%0
Leon Cooperman 2014-09-30 New Buy0.08%$32.41 - $35.86 $ 35.354%175000
Arnold Schneider 2014-06-30 Reduce -35.09%0.16%$30.77 - $34.25 $ 35.359%82295
Arnold Schneider 2014-03-31 Reduce -70.85%0.78%$26.37 - $33.84 $ 35.3517%126790
Third Avenue Management 2013-12-31 Add 15.48%0.13%$25.55 - $29.88 $ 35.3528%1900958
Third Avenue Management 2013-09-30 Add 149.84%0.5%$24.96 - $29.87 $ 35.3529%1646138
Third Avenue Management 2013-06-30 New Buy0.34%$25.69 - $29.97 $ 35.3528%658866
Arnold Schneider 2012-12-31 Reduce -24.93%0.37%$21.58 - $25.72 $ 35.3546%538157
Ron Baron 2012-09-30 Add 23.79%0.11%$15.9 - $23.57 $ 35.3584%3839114
Joel Greenblatt 2012-06-30 Sold Out 0.05%$15.04 - $19.27 $ 35.35103%0
Joel Greenblatt 2012-03-31 Reduce -20.07%0.02%$15.59 - $19.5 $ 35.35113%30545
Arnold Schneider 2011-12-31 Reduce -24.71%0.28%$11.54 - $17.39 $ 35.35133%850317
Joel Greenblatt 2011-12-31 Add 63.51%0.03%$11.54 - $17.39 $ 35.35133%38215
Arnold Schneider 2011-09-30 Add 57.1%0.41%$12.56 - $25.29 $ 35.3599%1129327
Joel Greenblatt 2011-09-30 New Buy0.05%$12.56 - $25.29 $ 35.3599%23372
Chris Davis 2011-09-30 Sold Out 0.0129%$12.56 - $25.29 $ 35.3599%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Brookdale Senior Living Inc

Baron Funds Comments on Brookdale Senior Living - May 05, 2014

Shares of Brookdale Senior Living, Inc. (BKD), the nation's largest senior housing operator, rose 23% in the quarter. Business trends continue to improve, and we like the company's move to improve brand recognition and advertise their facilities. Brookdale announced they are making a significant acquisition of competitor Emeritus Corp. By the way, we are large shareholders of Emeritus as well, and its stock rose 45% in the quarter, so a win-win for us. We think the deal will be highly accretive, will help establish Brookdale as the clear industry leader, and will create a path to unlock the value of the company's considerable real estate assets.





From Baron Funds' first quarter 2014 commentary.



Check out Ron Baron latest stock trades

Third Avenue Management Comments on Brookdale Senior Living - Sep 18, 2013



Brookdale Senior Living Brookdale (BKD) is the largest operator of senior housing assets in the United States, with approximately 549 centers and 48,000 units. Brookdale provides room, board and hospitality services to the elderly, primarily 80 years old and older, who are generally in good health but require a base level of healthcare, with a primary focus on private pay

(80%).The Fund established its position in Brookdale at a price that represented a significant discount to our conservative estimate of NAV. Over the long term, demographics are favorable for senior housing. Brookdale's portfolio is currently leased at 88%, or 6% below pre-crisis peak. Pent-up demand is likely to drive occupancy and lead to outsized NAV growth as seniors often use proceeds from home sales to move-in and pay rent. Additionally, at 25,000 units, Brookdale's owned assets represent one of the largest and most coveted portfolios of high-quality private-pay senior housing properties and is likely to fetch significant interest from strategic and financial buyers.

From Third Avenue Management's semi-annual 2013 letter.


Check out Third Avenue Management latest stock trades

Baron Funds Comments on Brookdale Senior Living Inc. - Dec 07, 2012

Senior living companies Brookdale Senior Living, Inc. (BKD) and Emeritus Corp. rose 30.9% and 24.4%, respectively, as business fundamentals improved and the industry continues to consolidate. Diversified Health Care REITs have been snapping up senior living operators at multiples that greatly exceed those of our holdings, so our stocks have been moving up in conjunction.

From Baron Funds third quarter letter.


Check out Ron Baron latest stock trades

Top Ranked Articles about Brookdale Senior Living Inc

Baron Funds Comments on Brookdale Senior Living
Shares of Brookdale Senior Living, Inc. (BKD), the nation's largest senior housing operator, rose 23% in the quarter. Business trends continue to improve, and we like the company's move to improve brand recognition and advertise their facilities. Brookdale announced they are making a significant acquisition of competitor Emeritus Corp. By the way, we are large shareholders of Emeritus as well, and its stock rose 45% in the quarter, so a win-win for us. We think the deal will be highly accretive, will help establish Brookdale as the clear industry leader, and will create a path to unlock the value of the company's considerable real estate assets. Read more...

Ratios

vs
industry
vs
history
P/B 2.00
BKD's P/B is ranked higher than
81% of the 326 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 2.96 vs. BKD: 2.00 )
BKD' s 10-Year P/B Range
Min: 0.26   Max: 6.1
Current: 2

0.26
6.1
P/S 1.40
BKD's P/S is ranked higher than
72% of the 326 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.55 vs. BKD: 1.40 )
BKD' s 10-Year P/S Range
Min: 0.17   Max: 5.29
Current: 1.4

0.17
5.29
EV-to-EBIT 635.69
BKD's EV-to-EBIT is ranked higher than
61% of the 326 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 22.71 vs. BKD: 635.69 )
BKD' s 10-Year EV-to-EBIT Range
Min: -299.8   Max: 849.3
Current: 635.69

-299.8
849.3
Current Ratio 0.66
BKD's Current Ratio is ranked higher than
54% of the 306 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.34 vs. BKD: 0.66 )
BKD' s 10-Year Current Ratio Range
Min: 0.26   Max: 1.02
Current: 0.66

0.26
1.02
Quick Ratio 0.66
BKD's Quick Ratio is ranked higher than
56% of the 306 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.21 vs. BKD: 0.66 )
BKD' s 10-Year Quick Ratio Range
Min: 0.26   Max: 1.02
Current: 0.66

0.26
1.02

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.90
BKD's Price/Tangible Book is ranked higher than
87% of the 326 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 33.51 vs. BKD: 2.90 )
BKD' s 10-Year Price/Tangible Book Range
Min: 0.83   Max: 5.88
Current: 2.9

0.83
5.88
Price/DCF (Projected) 2.00
BKD's Price/DCF (Projected) is ranked higher than
79% of the 326 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 4.19 vs. BKD: 2.00 )
BKD' s 10-Year Price/DCF (Projected) Range
Min: 1.84   Max: 3.67
Current: 2

1.84
3.67
Price/Median PS Value 1.20
BKD's Price/Median PS Value is ranked higher than
73% of the 326 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.26 vs. BKD: 1.20 )
BKD' s 10-Year Price/Median PS Value Range
Min: 0.22   Max: 3.86
Current: 1.2

0.22
3.86
Earnings Yield (Greenblatt) 0.20
BKD's Earnings Yield (Greenblatt) is ranked higher than
58% of the 302 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 4.80 vs. BKD: 0.20 )
BKD' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 2.3
Current: 0.2

0.1
2.3
Forward Rate of Return (Yacktman) 5.15
BKD's Forward Rate of Return (Yacktman) is ranked higher than
71% of the 246 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 9.05 vs. BKD: 5.15 )
BKD' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -37.9   Max: 45.1
Current: 5.15

-37.9
45.1

Business Description

Industry: Health Care Providers » Long-Term Care Facilities
Compare:SRZ, CSU, EXETF, NHC, KND » details
Traded in other countries:B7S.Germany
Brookdale Senior Living Inc was formed as a Delaware corporation in June 2005. The Company operates as an operator of senior living communities. It operates in six business segments: retirement centers; assisted living; CCRCs rental; CCRCs entry fee; Brookdale Ancillary Services and management services. Its retirement center communities are primarily designed for middle to upper income seniors generally age 75 and older who desire an upscale residential environment providing the highest quality of service. Its assisted living communities offer housing and 24-hour assistance with ADLs to mid-acuity frail and elderly residents. The assisted living communities include both freestanding, multi-story communities with more than 50 beds and smaller, freestanding single story communities with less than 50 beds. The CCRCs are large communities that offer a variety of living arrangements and services to accommodate all levels of physical ability and health. The communities in its CCRCs Entry Fee segment are similar to those in its CCRCs Rental segment but allow for residents in the independent living apartment units to pay a one-time upfront entrance fee. The Companys Brookdale Ancillary Services segment includes the outpatient therapy, home health and hospice services provided to residents of many of its communities, to other senior living communities that they do not own or operate and to seniors living outside of its communities. The Brookdale Ancillary Services segment does not include the therapy services provided in its skilled nursing units, which are included in the CCRCs - Rental and CCRCs - Entry Fee segments. The Company operates certain of its communities pursuant to management agreements. As of December 31, 2013, the Company managed a total of 95 communities with a total of 17,422 units on behalf of third parties or joint ventures in which they have an ownership interest. There are a total of 51 retirement centers, 32 assisted living communities and 12 CCRC communities in its Management Services segment. The Companys competitors includes Emeritus Corporation, Capital Senior Living Corporation, Sunrise Senior Living, LLC, Life Care Services, LLC and Atria Senior Living Group, as well as a large number of not-for-profit entities.
» More Articles for BKD

Headlines

Articles On GuruFocus.com
Baron Funds Comments on Brookdale Senior Living May 05 2014 
Third Avenue Management’s High-Return Four Oct 12 2013 
Third Avenue Management Comments on Brookdale Senior Living Sep 18 2013 
Baron Funds Comments on Brookdale Senior Living Inc. Dec 07 2012 
Weekly Guru Bargains Highlights: BKD, AIG, ACOM, PCS, EDU Nov 27 2011 
Brookdale Senior Living Inc. Reports Operating Results (10-K) Feb 28 2011 
Brookdale Senior Living Inc. (BKD) CEO W E Sheriff sells 37,050 Shares Dec 20 2010 
Brookdale Senior Living - Thoughts on Providence Oct 24 2010 
Brookdale Senior Living Inc. (BKD) Co-President and COO John P Rijos sells 31,322 Shares Aug 12 2010 
Brookdale Senior Living Inc. (BKD) Co-President and CFO Mark W Ohlendorf sells 14,603 Shares May 24 2010 

More From Our Partners
Health Care REITs: Maybe Being On The Government Dole Isn't So Bad Nov 17 2014 - SEEKINGALPHA

More From Other Websites
BROOKDALE SENIOR LIVING INC. Financials Nov 18 2014
How to Identify Dementia & How Early Intervention Can Slow Progression Nov 18 2014
How to Identify Dementia & How Early Intervention Can Slow Progression Nov 18 2014
Brookdale Makes History in the Alzheimer’s Association Walk to End Alzheimer’s® Nov 17 2014
10-Q for Brookdale Senior Living, Inc. Nov 12 2014
Managing the Holidays with a Love One Who Suffers Memory Loss Nov 12 2014
How Family Caregivers Can Overcome Dementia's Eating Challenges Nov 11 2014
How Family Caregivers Can Overcome Dementia's Eating Challenges Nov 11 2014
BROOKDALE SENIOR LIVING INC. Files SEC form 10-Q, Quarterly Report Nov 10 2014
Brookdale Senior Living Communities, Public Helping Send Local Veterans to D.C. on Nov. 11 Nov 10 2014
SNN, BKD And COV, Pushing Health Services Industry Downward Nov 06 2014
Brookdale Senior Living Inc Earnings Call scheduled for 10:00 am ET today Nov 06 2014
BROOKDALE SENIOR LIVING INC. Files SEC form 8-K, Results of Operations and Financial Condition,... Nov 06 2014
Brookdale beats Street 3Q forecasts Nov 06 2014
Brookdale beats Street 3Q forecasts Nov 06 2014
Brookdale Announces Third Quarter 2014 Results Nov 05 2014
Ten Brookdale Home Health Agencies Capture National Honor Nov 05 2014
Q3 2014 Brookdale Senior Living Inc Earnings Release - After Market Close Nov 05 2014
Brookdale Announces Third Quarter 2014 Release and Earnings Call Oct 30 2014
Brookdale Announces Third Quarter 2014 Release and Earnings Call Oct 30 2014

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK