Brookdale Senior Living Inc. (BKD) Stock

Brookdale Senior Living Inc. (BKD) is a Healthcare stock trading at $12.19 (as of 2026-08-25), with a market capitalization of $2.91B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Brookdale Senior Living Inc. owns, operates, and manages senior living communities in the United States across Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities (CCRCs). It provides housing and related services, including 24-hour assistance and memory care, and also manages some communities for others.

Understand Brookdale Senior Living Inc.: how it makes money

Brookdale owns and operates senior living communities across the US, earning monthly resident fees for independent living, assisted living, and memory care services. Nearly all revenue (94%) is private-pay, so pricing power and occupancy at roughly 541 properties drive the earnings trajectory.

Once communities clear their fixed-cost break-even point, each additional resident flows almost entirely to operating income, making occupancy the single profit lever over a largely fixed cost base.

Business quality (Weak): Weak profile: revenue is shrinking as the portfolio is sold down, ROE is deeply negative, and the business depends on stabilizing occupancy in a smaller set of communities to prove the turnaround. The 12% operating margin shows the core is profitable, but cash generation has not yet caught up.

Bull case

  • Fixed-cost leverage unlocking: Management states that occupancy gains are increasingly flowing through because communities have exceeded the fixed-cost leverage point. At 12% operating margin, each incremental occupied room now converts at a high rate to earnings rather than just covering static costs.
  • Demographic supply imbalance: Management points to aging demographics combined with constrained new-supply pipeline as creating favorable industry occupancy dynamics. This structural tailwind reduces the risk that Brookdale's 82% same-occupancy level is a peak.
  • Margin room in smaller portfolio: Gross margin sits at 29% with operating margin at 12%, leaving a 17-percentage-point spread. Post-disposition, the leaner unit base should narrow overhead, giving management room to lift operating margin toward the high-teens as occupancy firms.

Bear case

  • Debt still a headwind: Leverage remains high despite refinancing toward longer maturities, and management concedes deleveraging depends primarily on EBITDA growth rather than asset sales. If EBITDA stalls, the balance-sheet runway shrinks.
  • Cash outflow in Q4: Adjusted free cash flow was a negative outflow in the fourth quarter. With quarterly revenue down 12% year over year to $700 million, the company is still burning cash while trying to service its debt load.
  • Acuity pressuring per-room rates: Management notes that lower resident acuity is pressuring realized revenue per occupied room. Even with occupancy stable near 82%, the mix shift toward lower-acuity residents caps the revenue-per-unit gains the leverage story assumes.
Valuation — source: SEC EDGAR (first-party)
Price$12.19
Market Cap$2.91B
EV / EBITDA15.4
Price / Sales0.95
FCF Yield0.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.19B
Net Margin-8.2%
Revenue Growth (YoY)-11.6%
EPS Growth (YoY)-155.6%
FCF Growth (YoY)49.5%
Financial Health — source: SEC EDGAR
Altman Z-Score-0.18 (distress)
Valuation vs Sector & Industry
Sector P/E (Healthcare)21.9
Industry P/E (Healthcare Services)25.4
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($310.76M)
Institutional Holders Tracked10
Company
SectorHealthcare
IndustryHealthcare Services
CEONikolas W. Stengle
Employees24,480
CountryUS
IPO Date2005-11-22

Related Companies (Healthcare Services; 8 comparable companies)

  • Healthcare Services Group, Inc. (HCSG)
  • AdaptHealth Corp. (AHCO)
  • Surgery Partners, Inc. (SGRY)
  • Acadia Healthcare Company, Inc. (ACHC)
  • Sonida Senior Living, Inc. (SNDA)
  • Chemed Corporation (CHE)
  • Aveanna Healthcare Holdings Inc. (AVAH)
  • Concentra Group Holdings Parent, Inc. (CON)
BKD earnings history · BKD institutional & insider holders · BKD KPIs & operating metrics · BKD financials · BKD investor presentations & press releases · BKD SEC filings · BKD peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-25.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.