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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 : 6/10

vs
industry
vs
history
Cash to Debt 0.02
BKD's Cash to Debt is ranked lower than
53% of the 230 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 0.28 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 231 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 0.45 vs. BKD: 0.22 )
BKD' s 10-Year Equity to Asset Range
Min: 0.05   Max: 0.37
Current: 0.22

0.05
0.37
Interest Coverage 0.96
BKD's Interest Coverage is ranked lower than
53% of the 160 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 6.09 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: 5
Z-Score: 0.72
M-Score: -2.81
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 (%) 4.54
BKD's Operating margin (%) is ranked higher than
60% of the 233 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 9.44 vs. BKD: 4.54 )
BKD' s 10-Year Operating margin (%) Range
Min: -12.46   Max: 9.09
Current: 4.54

-12.46
9.09
Net-margin (%) -0.12
BKD's Net-margin (%) is ranked higher than
58% of the 233 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 5.38 vs. BKD: -0.12 )
BKD' s 10-Year Net-margin (%) Range
Min: -19.36   Max: 4
Current: -0.12

-19.36
4
ROE (%) -0.35
BKD's ROE (%) is ranked higher than
57% of the 227 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 9.51 vs. BKD: -0.35 )
BKD' s 10-Year ROE (%) Range
Min: -38.85   Max: 3.51
Current: -0.35

-38.85
3.51
ROA (%) -0.08
BKD's ROA (%) is ranked higher than
57% of the 234 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 3.98 vs. BKD: -0.08 )
BKD' s 10-Year ROA (%) Range
Min: -8.39   Max: 0.88
Current: -0.08

-8.39
0.88
ROC (Joel Greenblatt) (%) 3.37
BKD's ROC (Joel Greenblatt) (%) is ranked higher than
56% of the 234 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 17.97 vs. BKD: 3.37 )
BKD' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -6.49   Max: 3.37
Current: 3.37

-6.49
3.37
Revenue Growth (%) 7.20
BKD's Revenue Growth (%) is ranked higher than
74% of the 180 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 7.20 vs. BKD: 7.20 )
BKD' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 12.7
Current: 7.2

0
12.7
EBITDA Growth (%) 4.90
BKD's EBITDA Growth (%) is ranked higher than
71% of the 161 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 7.20 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
51% of the 144 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 9.30 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

Q1 2013

BKD Guru Trades in Q1 2013

Paul Tudor Jones 325,000 sh (New)
Louis Moore Bacon 300,000 sh (+300%)
Jim Simons 675,600 sh (+221.26%)
RS Investment Management 447,890 sh (+50.37%)
Steven Cohen 143,994 sh (+22.11%)
Ron Baron 4,375,131 sh (+7%)
Arnold Schneider 514,097 sh (-4.47%)
Pioneer Investments 366,500 sh (-18.79%)
» More
Q2 2013

BKD Guru Trades in Q2 2013

Third Avenue Management 658,866 sh (New)
Steven Cohen 770,506 sh (+435.1%)
Jim Simons 1,272,200 sh (+88.31%)
RS Investment Management 666,202 sh (+48.74%)
Ron Baron 4,783,759 sh (+9.34%)
Louis Moore Bacon 73,200 sh (unchged)
Arnold Schneider 480,952 sh (-6.45%)
Pioneer Investments 336,800 sh (-8.1%)
Louis Moore Bacon 50,000 sh (-83.33%)
Paul Tudor Jones 8,700 sh (-97.32%)
» More
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
» Details

Insider Trades

Latest Guru Trades with BKD

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 $ 31.7465%3839114
Joel Greenblatt 2012-06-30 Sold Out 0.05%$15.04 - $19.27 $ 31.7482%0
Joel Greenblatt 2012-03-31 Reduce -20.07%0.02%$15.59 - $19.5 $ 31.7491%30545
Joel Greenblatt 2011-12-31 Add 63.51%0.03%$11.54 - $17.39 $ 31.74109%38215
Joel Greenblatt 2011-09-30 New Buy0.05%$12.56 - $25.29 $ 31.7478%23372
Ron Baron 2011-03-31 Add 19.64%0.11%$21.24 - $28.05 $ 31.7431%4259488
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Brookdale Senior Living, Inc.

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.

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 3.90
BKD's P/B is ranked lower than
56% of the 222 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 2.29 vs. BKD: 3.90 )
BKD' s 10-Year P/B Range
Min: 0.26   Max: 6.1
Current: 3.9

0.26
6.1
P/S 1.34
BKD's P/S is ranked higher than
53% of the 232 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.37 vs. BKD: 1.34 )
BKD' s 10-Year P/S Range
Min: 0.17   Max: 4.71
Current: 1.34

0.17
4.71
PFCF 14.50
BKD's PFCF is ranked higher than
68% of the 165 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 15.52 vs. BKD: 14.50 )
BKD' s 10-Year PFCF Range
Min: 10.49   Max: 1631
Current: 14.5

10.49
1631
EV-to-EBIT 50.00
BKD's EV-to-EBIT is ranked lower than
65% of the 205 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 17.82 vs. BKD: 50.00 )
BKD' s 10-Year EV-to-EBIT Range
Min: 42.9   Max: 160.8
Current: 50

42.9
160.8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 5.20
BKD's Price/Tangible Book is ranked lower than
60% of the 142 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 3.90 vs. BKD: 5.20 )
BKD' s 10-Year Price/Tangible Book Range
Min: 0.91   Max: 4.49
Current: 5.2

0.91
4.49
Price/DCF (Projected) 2.20
BKD's Price/DCF (Projected) is ranked lower than
63% of the 122 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.10 vs. BKD: 2.20 )
BKD' s 10-Year Price/DCF (Projected) Range
Min: 1.89   Max: 2.77
Current: 2.2

1.89
2.77
Price/Median PS Value 1.20
BKD's Price/Median PS Value is ranked higher than
50% of the 206 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 1.10 vs. BKD: 1.20 )
BKD' s 10-Year Price/Median PS Value Range
Min: 0.25   Max: 3.55
Current: 1.2

0.25
3.55
Earnings Yield (Greenblatt) 2.00
BKD's Earnings Yield (Greenblatt) is ranked lower than
57% of the 221 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 5.50 vs. BKD: 2.00 )
BKD' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.6   Max: 2.3
Current: 2

0.6
2.3
Forward Rate of Return (Yacktman) 36.12
BKD's Forward Rate of Return (Yacktman) is ranked higher than
95% of the 169 Companies
in the Global Long-Term Care Facilities industry.

( Industry Median: 11.19 vs. BKD: 36.12 )
BKD' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -50.9   Max: 49.8
Current: 36.12

-50.9
49.8

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

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