Brookdale Senior Living Stock Performance
| BKD Stock | USD 4.75 0.05 1.06% |
The firm shows a Beta (market volatility) of 0.16, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Brookdale Senior's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brookdale Senior is expected to be smaller as well. At this point, Brookdale Senior Living has a negative expected return of -0.45%. Please make sure to confirm Brookdale Senior's skewness, and the relationship between the treynor ratio and daily balance of power , to decide if Brookdale Senior Living performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Brookdale Senior Living has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's forward-looking signals remain rather sound which may send shares a bit higher in March 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (3.49) | Five Day Return (3.69) | Year To Date Return (7.11) | Ten Year Return (86.07) | All Time Return (81.52) |
Last Split Factor 5:6 | Dividend Date 2008-10-17 | Ex Dividend Date 2008-10-08 | Last Split Date 2015-04-08 |
1 | Disposition of 48709 shares by Steven Swain of Brookdale Senior at 3.29 subject to Rule 16b-3 | 11/04/2024 |
2 | B.Riley cuts DHC shares target to 5 on earnings miss, maintains Buy | 11/06/2024 |
3 | Brookdale Senior Living dropping 120-community partnership after continued financial losses | 12/04/2024 |
4 | Disposition of 10000 shares by Lee Wielansky of Brookdale Senior at 5.62 subject to Rule 16b-3 | 12/05/2024 |
5 | Brookdale Senior Livings SWOT analysis stock faces headwinds amid growth potential | 12/11/2024 |
6 | Shareholders in Brookdale Senior Living have lost 26, as stock drops 5.9 percent this past week | 12/13/2024 |
7 | Ventas, Brookdale Senior Living agree on partial lease extension | 12/19/2024 |
8 | Brookdale Senior Living renegotiates lease with Ventas | 12/20/2024 |
9 | Brookdale Announces Beneficial Refinancing Transaction to Address a Significant Portion of 2027 Debt Maturities at a Favorable Rate | 12/23/2024 |
10 | The past five years for Brookdale Senior Living investors has not been profitable | 01/02/2025 |
11 | Hedges Asset Management LLC Increases Holdings in Brookdale Senior Living Inc. - MarketBeat | 01/24/2025 |
| Begin Period Cash Flow | 474.5 M |
Brookdale |
Brookdale Senior Relative Risk vs. Return Landscape
If you would invest 625.00 in Brookdale Senior Living on November 1, 2024 and sell it today you would lose (155.00) from holding Brookdale Senior Living or give up 24.8% of portfolio value over 90 days. Brookdale Senior Living is generating negative expected returns assuming volatility of 2.5997% on return distribution over 90 days investment horizon. In other words, 23% of stocks are less volatile than Brookdale, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Brookdale Senior Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookdale Senior's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brookdale Senior Living, and traders can use it to determine the average amount a Brookdale Senior's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1722
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BKD |
Estimated Market Risk
| 2.6 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.45 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Brookdale Senior is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brookdale Senior by adding Brookdale Senior to a well-diversified portfolio.
Brookdale Senior Fundamentals Growth
Brookdale Stock prices reflect investors' perceptions of the future prospects and financial health of Brookdale Senior, and Brookdale Senior fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brookdale Stock performance.
| Return On Equity | -0.53 | ||||
| Return On Asset | 0.0072 | ||||
| Profit Margin | (0.07) % | ||||
| Operating Margin | 0.02 % | ||||
| Current Valuation | 5.84 B | ||||
| Shares Outstanding | 199.21 M | ||||
| Price To Earning | 11.11 X | ||||
| Price To Book | 3.20 X | ||||
| Price To Sales | 0.32 X | ||||
| Revenue | 3.01 B | ||||
| Gross Profit | 803.84 M | ||||
| EBITDA | 370.44 M | ||||
| Net Income | (189.01 M) | ||||
| Cash And Equivalents | 398.85 M | ||||
| Cash Per Share | 2.08 X | ||||
| Total Debt | 4.73 B | ||||
| Current Ratio | 0.88 X | ||||
| Book Value Per Share | 1.47 X | ||||
| Cash Flow From Operations | 162.92 M | ||||
| Earnings Per Share | (0.93) X | ||||
| Market Capitalization | 936.3 M | ||||
| Total Asset | 5.57 B | ||||
| Retained Earnings | (3.84 B) | ||||
| Working Capital | (121.75 M) | ||||
| Current Asset | 497.94 M | ||||
| Current Liabilities | 840.15 M | ||||
About Brookdale Senior Performance
By analyzing Brookdale Senior's fundamental ratios, stakeholders can gain valuable insights into Brookdale Senior's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Brookdale Senior has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Brookdale Senior has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 5.22 | 4.96 | |
| Return On Tangible Assets | (0.04) | (0.04) | |
| Return On Assets | (0.04) | (0.04) | |
| Return On Equity | (0.54) | (0.51) |
Things to note about Brookdale Senior Living performance evaluation
Checking the ongoing alerts about Brookdale Senior for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Brookdale Senior Living help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brookdale Senior generated a negative expected return over the last 90 days | |
| Brookdale Senior has high likelihood to experience some financial distress in the next 2 years | |
| Brookdale Senior Living has 4.73 B in debt. Brookdale Senior Living has a current ratio of 0.86, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Brookdale to invest in growth at high rates of return. | |
| The entity reported the last year's revenue of 3.01 B. Reported Net Loss for the year was (189.01 M) with profit before taxes, overhead, and interest of 803.84 M. | |
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Hedges Asset Management LLC Increases Holdings in Brookdale Senior Living Inc. - MarketBeat |
- Analyzing Brookdale Senior's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brookdale Senior's stock is overvalued or undervalued compared to its peers.
- Examining Brookdale Senior's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brookdale Senior's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookdale Senior's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Brookdale Senior's stock. These opinions can provide insight into Brookdale Senior's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Brookdale Stock analysis
When running Brookdale Senior's price analysis, check to measure Brookdale Senior's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brookdale Senior is operating at the current time. Most of Brookdale Senior's value examination focuses on studying past and present price action to predict the probability of Brookdale Senior's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brookdale Senior's price. Additionally, you may evaluate how the addition of Brookdale Senior to your portfolios can decrease your overall portfolio volatility.
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