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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 : 7/10

vs
industry
vs
history
Cash to Debt 0.02
BKD's Cash to Debt is ranked lower than
54% of the 247 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 0.21 vs. BKD: 0.02 )
BKD' s 10-Year Cash to Debt Range
Min: 0.01   Max: No Debt
Current: 0.02

Equity to Asset 0.22
BKD's Equity to Asset is ranked higher than
53% of the 243 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 0.48 vs. BKD: 0.22 )
BKD' s 10-Year Equity to Asset Range
Min: 0.21   Max: 0.41
Current: 0.22

0.21
0.41
Interest Coverage 0.96
BKD's Interest Coverage is ranked lower than
51% of the 165 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 5.75 vs. BKD: 0.96 )
BKD' s 10-Year Interest Coverage Range
Min: 0.23   Max: 9999.99
Current: 0.96

0.23
9999.99
F-Score: 6
Z-Score: 1.27
M-Score: -2.86
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 (%) 4.29
BKD's Operating margin (%) is ranked higher than
65% of the 249 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 9.51 vs. BKD: 4.29 )
BKD' s 10-Year Operating margin (%) Range
Min: -12.46   Max: 9.09
Current: 4.29

-12.46
9.09
Net-margin (%) -0.25
BKD's Net-margin (%) is ranked higher than
61% of the 249 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 5.22 vs. BKD: -0.25 )
BKD' s 10-Year Net-margin (%) Range
Min: -19.36   Max: 4
Current: -0.25

-19.36
4
ROE (%) -0.73
BKD's ROE (%) is ranked higher than
61% of the 241 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 8.06 vs. BKD: -0.73 )
BKD' s 10-Year ROE (%) Range
Min: -38.85   Max: 3.51
Current: -0.73

-38.85
3.51
ROA (%) -0.16
BKD's ROA (%) is ranked higher than
61% of the 249 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 3.79 vs. BKD: -0.16 )
BKD' s 10-Year ROA (%) Range
Min: -8.39   Max: 0.88
Current: -0.16

-8.39
0.88
ROC (Joel Greenblatt) (%) 3.25
BKD's ROC (Joel Greenblatt) (%) is ranked higher than
60% of the 249 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 14.75 vs. BKD: 3.25 )
BKD' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -6.49   Max: 3.37
Current: 3.25

-6.49
3.37
Revenue Growth (%) 7.20
BKD's Revenue Growth (%) is ranked higher than
80% of the 205 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 6.10 vs. BKD: 7.20 )
BKD' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 10.6
Current: 7.2

0
10.6
EBITDA Growth (%) 4.90
BKD's EBITDA Growth (%) is ranked higher than
73% of the 171 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 5.20 vs. BKD: 4.90 )
BKD' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 131
Current: 4.9

0
131
EPS Growth (%) -58.20
BKD's EPS Growth (%) is ranked higher than
52% of the 153 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 10.30 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

Q3 2013

BKD Guru Trades in Q3 2013

Louis Moore Bacon 149,900 sh (+199.8%)
Third Avenue Management 1,646,138 sh (+149.84%)
RS Investment Management 1,012,192 sh (+51.93%)
Paul Tudor Jones 12,700 sh (+45.98%)
Ron Baron 5,217,797 sh (+9.07%)
Arnold Schneider 455,577 sh (-5.28%)
Pioneer Investments 255,205 sh (-24.23%)
Jim Simons 306,200 sh (-75.93%)
Steven Cohen 156,359 sh (-79.71%)
» More
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
» 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
Ron Baron 2012-09-30 Add 23.79%0.11%$15.9 - $23.57 $ 33.5174%3839114
Joel Greenblatt 2012-06-30 Sold Out 0.05%$15.04 - $19.27 $ 33.5192%0
Joel Greenblatt 2012-03-31 Reduce -20.07%0.02%$15.59 - $19.5 $ 33.51102%30545
Joel Greenblatt 2011-12-31 Add 63.51%0.03%$11.54 - $17.39 $ 33.51121%38215
Joel Greenblatt 2011-09-30 New Buy0.05%$12.56 - $25.29 $ 33.5188%23372
Premium More recent guru trades are included for Premium Members only!!
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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...
Third Avenue Management Comments on Brookdale Senior Living
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. Read more...

Ratios

vs
industry
vs
history
P/B 4.00
BKD's P/B is ranked higher than
65% of the 262 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 3.00 vs. BKD: 4.00 )
BKD' s 10-Year P/B Range
Min: 0.26   Max: 6.1
Current: 4

0.26
6.1
P/S 1.40
BKD's P/S is ranked higher than
73% of the 262 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.62 vs. BKD: 1.40 )
BKD' s 10-Year P/S Range
Min: 0.17   Max: 4.71
Current: 1.4

0.17
4.71
PFCF 11.40
BKD's PFCF is ranked higher than
92% of the 262 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 46.00 vs. BKD: 11.40 )
BKD' s 10-Year PFCF Range
Min: 10.49   Max: 1631
Current: 11.4

10.49
1631
EV-to-EBIT 53.16
BKD's EV-to-EBIT is ranked higher than
66% of the 262 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 25.93 vs. BKD: 53.16 )
BKD' s 10-Year EV-to-EBIT Range
Min: 42.9   Max: 160.8
Current: 53.16

42.9
160.8
Current Ratio 0.40
BKD's Current Ratio is ranked lower than
54% of the 184 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.53 vs. BKD: 0.40 )
BKD' s 10-Year Current Ratio Range
Min: 0.26   Max: 1.02
Current: 0.4

0.26
1.02
Quick Ratio 0.40
BKD's Quick Ratio is ranked lower than
53% of the 184 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.35 vs. BKD: 0.40 )
BKD' s 10-Year Quick Ratio Range
Min: 0.26   Max: 1.02
Current: 0.4

0.26
1.02

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 5.46
BKD's Price/Tangible Book is ranked higher than
74% of the 262 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 9.92 vs. BKD: 5.46 )
BKD' s 10-Year Price/Tangible Book Range
Min: 0.83   Max: 5.88
Current: 5.46

0.83
5.88
Price/DCF (Projected) 1.95
BKD's Price/DCF (Projected) is ranked higher than
77% of the 262 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 3.20 vs. BKD: 1.95 )
BKD' s 10-Year Price/DCF (Projected) Range
Min: 1.81   Max: 2.91
Current: 1.95

1.81
2.91
Price/Median PS Value 1.18
BKD's Price/Median PS Value is ranked higher than
72% of the 262 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.25 vs. BKD: 1.18 )
BKD' s 10-Year Price/Median PS Value Range
Min: 0.22   Max: 3.47
Current: 1.18

0.22
3.47
Earnings Yield (Greenblatt) 1.90
BKD's Earnings Yield (Greenblatt) is ranked higher than
56% of the 236 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 5.00 vs. BKD: 1.90 )
BKD' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.6   Max: 2.3
Current: 1.9

0.6
2.3
Forward Rate of Return (Yacktman) 16.64
BKD's Forward Rate of Return (Yacktman) is ranked higher than
83% of the 212 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 7.71 vs. BKD: 16.64 )
BKD' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -50.9   Max: 49.7
Current: 16.64

-50.9
49.7

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 for the purpose of combining two senior living operating companies, Brookdale Living Communities, Inc., or BLC, and Alterra Healthcare Corporation, or Alterra. On November 22, 2005, the Company completed its initial public offering and on July 25, 2006, it acquired American Retirement Corporation, or ARC, another senior living provider which had been operating independently since 1978. The Company is an operator of senior living communities in the United States. It operates in four business segments: retirement centers, assisted living communities, continuing care retirement communities (CCRCs) and management services. Retirement center communities are mainly designed for middle to upper income senior citizens age 70 and older who desire an upscale residential environment providing the highest quality of service. The majority of the Company's retirement center communities consist of both independent living and assisted living units in a single community, which allows residents to 'age-in-place' by providing them with a continuum of senior independent and assisted living services. Assisted living communities offer housing and 24-hour assistance with activities of daily life to mid-acuity frail and elderly residents. Assisted living communities include both freestanding, multi-story communities and freestanding single story communities. The Company also operates 86 memory care communities, which are freestanding assisted living communities specially designed for residents with Alzheimer's disease and other dementias. CCRCs are large communities that offer a number of living arrangements and services to accommodate all levels of physical ability and health. Most of the Company's CCRCs have retirement centers, assisted living and skilled nursing available on one campus, and some also include memory care and Alzheimer's units. The Company's management services segment includes communities owned by others and operated by the Company according to management agreements. Under management agreements for these communities, the Company receives management fees as well as reimbursed expenses, which represent the reimbursement of certain expenses it incurs on behalf of the owners. As of December 31, 2011, the Company operated 76 retirement center communities with 14,563 units, 434 assisted living communities with 21,673 units, 40 CCRCs with 12,569 units and 97 communities with 18,302 units. The senior living industry is competitive. The Company competes with numerous other organizations that provide similar senior living alternatives, such as home health care agencies, community-based service programs, retirement communities, convalescent centers and other senior living providers. Its publicly-traded competitors are Sunrise Senior Living, Inc., Emeritus Corporation and Capital Senior Living Corporation and its private competitors include Professional Community Manag
» 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 

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Insider Trading Alert - BKD, Z And LL Traded By Insiders Aug 29 2014
BROOKDALE SENIOR LIVING INC. Financials Aug 19 2014
UPDATE: JMP Securities Reiterates On Brookdale Senior Living Following ESC Merger Closing Aug 19 2014
BROOKDALE SENIOR LIVING INC. Files SEC form 10-Q, Quarterly Report Aug 11 2014
Brookdale Senior Living Inc Earnings Call scheduled for 9:00 am ET today Aug 07 2014
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Q2 2014 Brookdale Senior Living Inc. Earnings Release - After Market Close Aug 06 2014

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