BKD (Brookdale Senior Living) ROC (Joel Greenblatt) %: 3.98% (As of Mar. 2026)


BKD Brookdale Senior Living Inc BKD
39 GF Score
Price $14.41
GF Value $6.30
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Brookdale Senior Living ROC (Joel Greenblatt) %?

Brookdale Senior Living BKD -5.69% 39 ROC (Joel Greenblatt) % is 3.98% as of Mar. 2026. GuruFocus rates BKD with a GF Score™ of 39/100 and a GF Value™ of $6.30 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 669 Healthcare Providers & Services companies, Brookdale Senior Living ranks worse than 67.71% on this metric.

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Brookdale Senior Living's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 3.98%.

The historical rank and industry rank for Brookdale Senior Living's ROC (Joel Greenblatt) % or its related term are showing as below:

BKD' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -5.92   Med: -0.31   Max: 5.13
Current: 0.56

During the past 13 years, Brookdale Senior Living's highest ROC (Joel Greenblatt) % was 5.13%. The lowest was -5.92%. And the median was -0.31%.

BKD's ROC (Joel Greenblatt) % is ranked worse than
67.71% of 669 companies
in the Healthcare Providers & Services industry
Industry Median: 12.46 vs BKD: 0.56

Brookdale Senior Living's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.


Brookdale Senior Living  (NYSE:BKD) ROC (Joel Greenblatt) % Explanation

The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.

Joel Greenblatt uses his definition of Return on Capital and Earnings Yield (Joel Greenblatt) % to rank companies.


Brookdale Senior Living ROC (Joel Greenblatt) % Related Terms


Brookdale Senior Living ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Brookdale Senior Living's ROC (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Brookdale Senior Living ROC (Joel Greenblatt) % Chart

Brookdale Senior Living Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.49 -0.67 1.08 0.90 -0.50

Brookdale Senior Living Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -0.40 1.21 -4.21 1.39 3.98

BKD vs CON, LFST, OPCH: ROC (Joel Greenblatt) % Comparison

For the Medical Care Facilities subindustry, Brookdale Senior Living's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Brookdale Senior Living ROC (Joel Greenblatt) % vs Healthcare Providers & Services Industry

For the Healthcare Providers & Services industry and Healthcare sector, Brookdale Senior Living's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Brookdale Senior Living's ROC (Joel Greenblatt) % falls into.


BKD
39GF Score
Brookdale Senior Living Inc BKD
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Brookdale Senior Living ROC (Joel Greenblatt) % Calculation

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:

ROC (Joel Greenblatt) %=EBIT/Average of (Net fixed Assets + Net Working Capital)

EBIT stands for Earnings Before Interest and Taxes.

Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.

GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.

Working Capital(Q: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(67.68 + 0 + 207.138) - (275.645 + 66.207 + 72.848)
=-139.882

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(64.359 + 0 + 218.046) - (308.213 + 65.774 + 0)
=-91.582

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Brookdale Senior Living for the quarter that ended in Mar. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Mar. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Dec. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=200.148/( ( (5073.744 + max(-139.882, 0)) + (4987.702 + max(-91.582, 0)) )/ 2 )
=200.148/( ( 5073.744 + 4987.702 )/ 2 )
=200.148/5030.723
=3.98 %

Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROC (Joel Greenblatt) % of 3.98% mean?
Brookdale Senior Living (BKD) has a ROC (Joel Greenblatt) % of 3.98% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Brookdale Senior Living and its competitors. According to the industry distribution chart, Brookdale Senior Living ranks #453 out of 669 companies in the Healthcare Providers & Services industry, placing it in the top 67.7%.
Is Brookdale Senior Living's ROC (Joel Greenblatt) % too high?
Brookdale Senior Living's current ROC (Joel Greenblatt) % is 3.98%. The Healthcare Providers & Services industry median ROC (Joel Greenblatt) % is 12.46. Brookdale Senior Living's value of 3.98% is 68.1% below this industry median. Based on the distribution chart, Brookdale Senior Living ranks #453 out of 669 companies in the Healthcare Providers & Services industry, which is below the industry midpoint. Overall, Brookdale Senior Living has a GF Score™ of 39/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Brookdale Senior Living's ROC (Joel Greenblatt) % compare to CON and LFST?
According to the Healthcare Providers & Services industry distribution chart, Brookdale Senior Living ranks #453 out of 669 companies for ROC (Joel Greenblatt) %. This places Brookdale Senior Living in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 12.46. Brookdale Senior Living's value of 3.98% is 68.1% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Healthcare Providers & Services company?
The median ROC (Joel Greenblatt) % among Healthcare Providers & Services companies is 12.46, based on 669 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Brookdale Senior Living's current ROC (Joel Greenblatt) % of 3.98% is 68.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Brookdale Senior Living and its competitors. For the Healthcare Providers & Services industry, the median ROC (Joel Greenblatt) % is 12.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brookdale Senior Living's current ROC (Joel Greenblatt) % is 3.98%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brookdale Senior Living stock overvalued right now?
Based on GuruFocus' analysis, Brookdale Senior Living (BKD) is currently considered Significantly Overvalued. The stock's GF Value™ is $6.30, compared to a current price of $14.41 — trading 128.7% above its estimated fair value. The current ROC (Joel Greenblatt) % is 3.98% and 68.1% below the Healthcare Providers & Services industry median of 12.46. Brookdale Senior Living's overall GF Score™ is 39/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Brookdale Senior Living (BKD), the current ROC (Joel Greenblatt) % is 3.98% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Brookdale Senior Living (BKD) Overvalued in 2026?

Based on GuruFocus' analysis, Brookdale Senior Living stock appears to be overvalued. The current stock price of $14.41 is trading 128.7% above its estimated GF Value™ of $6.30. GuruFocus considers Brookdale Senior Living to be Significantly Overvalued.

Key valuation signals for BKD:

  • ROC (Joel Greenblatt) %: 3.98%
  • GF Value™: $6.30 vs. price of $14.41 (128.7% above fair value)
  • GF Score™: 39/100 with 6 warning signs
  • Industry Position: 68.1% below the Healthcare Providers & Services median (#453 of 669)

No single metric tells the full story. See the BKD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Brookdale Senior Living Business Description

Other Exchanges B7S:Germany
Address 105 Westwood Place, Suite 400, Brentwood, TN, USA, 37027
Brookdale Senior Living Inc operates senior living communities throughout the United States. The company has three reportable segments: Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities (CCRs). The majority of the revenue is generated from the Assisted Living and Memory Care segment, which offers housing and assistance with activities of daily living to its customers. The company generates revenue in the form of Resident Fees, which it receives in exchange for the services provided, and in the form of management fees from certain communities under contract in exchange for the management services provided.
39GF Score

Get the complete analysis for BKD

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$14.41
Price
$6.30
GF Value