Brookdale Senior Living Stock Buy Hold or Sell Recommendation
| BKD Stock | USD 6.75 0.18 2.60% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Brookdale Senior Living is 'Strong Sell'. Macroaxis provides Brookdale Senior buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BKD positions. The advice algorithm takes into account all of Brookdale Senior's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Brookdale Senior's buy or sell advice are summarized below:
Real Value 5.34 | Target Price 5.49 | Hype Value 6.65 | Market Value 6.75 | Naive Value 6.82 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Brookdale Senior Living given historical horizon and risk tolerance towards Brookdale Senior. When Macroaxis issues a 'buy' or 'sell' recommendation for Brookdale Senior Living, the advice is generated through an automated system that utilizes algorithms and statistical models.
Brookdale |
Execute Brookdale Senior Buy or Sell Advice
The Brookdale recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Brookdale Senior Living. Macroaxis does not own or have any residual interests in Brookdale Senior Living or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Brookdale Senior's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | OK | Details | |
Volatility | Slightly risky | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Brookdale Senior Trading Alerts and Improvement Suggestions
| Brookdale Senior had very high historical volatility over the last 90 days | |
| Brookdale Senior has high likelihood to experience some financial distress in the next 2 years | |
| The company 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. Debt can assist Brookdale Senior until it has trouble settling it off, either with new capital or with free cash flow. So, Brookdale Senior's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Brookdale Senior Living sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Brookdale to invest in growth at high rates of return. When we think about Brookdale Senior's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the last year's revenue of 3.01 B. Reported Net Loss for the year was (189.07 M) with profit before taxes, overhead, and interest of 685 M. | |
| Over 98.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Acquisition by Frank Bumstead of 1000 shares of Brookdale Senior at 5.36 subject to Rule 16b-3 |
Brookdale Senior Returns Distribution Density
The distribution of Brookdale Senior's historical returns is an attempt to chart the uncertainty of Brookdale Senior's future price movements. The chart of the probability distribution of Brookdale Senior daily returns describes the distribution of returns around its average expected value. We use Brookdale Senior Living price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Brookdale Senior returns is essential to provide solid investment advice for Brookdale Senior.
| Mean Return | 0.25 | Value At Risk | -3.55 | Potential Upside | 5.03 | Standard Deviation | 3.19 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Brookdale Senior historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Brookdale Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Brookdale Senior is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Brookdale Senior Living backward and forwards among themselves. Brookdale Senior's institutional investor refers to the entity that pools money to purchase Brookdale Senior's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corporation | 2023-12-31 | 4.4 M | Geode Capital Management, Llc | 2023-12-31 | 4 M | Deutsche Bank Ag | 2023-12-31 | 3.9 M | Goldman Sachs Group Inc | 2023-12-31 | 3.8 M | Flat Footed Llc | 2023-12-31 | 3.5 M | Charles Schwab Investment Management Inc | 2023-12-31 | 3.2 M | Victory Capital Management Inc. | 2023-12-31 | 2.8 M | Waterfront Capital Partners, Llc | 2023-12-31 | 2.8 M | Rbf Llc | 2023-12-31 | 2.7 M | Blackrock Inc | 2023-12-31 | 21.4 M | Vanguard Group Inc | 2023-12-31 | 18.1 M |
Brookdale Senior Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Depreciation | 383.5M | 365.7M | 345.1M | 353.9M | 350.4M | 342.5M | |
| Other Non Cash Items | 31.7M | (418.0M) | (296.3M) | (84.1M) | (58.6M) | (55.7M) | |
| Capital Expenditures | 304.1M | 185.9M | 176.7M | 196.9M | 233.2M | 227.8M | |
| Net Income | (268.5M) | 81.9M | (99.4M) | (238.3M) | (189.1M) | (198.5M) | |
| End Period Cash Flow | 301.7M | 465.1M | 438.3M | 474.5M | 349.7M | 193.2M | |
| Change In Cash | (148.5M) | 163.5M | (26.8M) | 36.2M | (124.9M) | (118.6M) | |
| Free Cash Flow | (87.7M) | 19.8M | (271.3M) | (193.6M) | (70.3M) | (73.8M) | |
| Change To Inventory | 13.0M | (27.3M) | 54.0M | 21.6M | 19.5M | 18.5M | |
| Investments | (12.8M) | (101.9M) | 22.4M | 135.8M | (145.7M) | (138.4M) | |
| Change Receivables | 292K | 24.3M | 502K | (4.6M) | (5.3M) | (5.1M) | |
| Net Borrowings | (113.2M) | 404.6M | (88.6M) | (34.0M) | (39.1M) | (41.1M) | |
| Change To Netincome | 66.2M | (263.1M) | (289.9M) | (26.6M) | (24.0M) | (22.8M) |
Brookdale Senior Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Brookdale Senior or Health Care Providers & Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Brookdale Senior's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Brookdale stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.21 | |
β | Beta against NYSE Composite | 0.31 | |
σ | Overall volatility | 3.23 | |
Ir | Information ratio | 0.05 |
Brookdale Senior Volatility Alert
Brookdale Senior Living shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Brookdale Senior's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Brookdale Senior's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Brookdale Senior Fundamentals Vs Peers
Comparing Brookdale Senior's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Brookdale Senior's direct or indirect competition across all of the common fundamentals between Brookdale Senior and the related equities. This way, we can detect undervalued stocks with similar characteristics as Brookdale Senior or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Brookdale Senior's fundamental indicators could also be used in its relative valuation, which is a method of valuing Brookdale Senior by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Brookdale Senior to competition |
| Fundamentals | Brookdale Senior | Peer Average |
| Return On Equity | -0.38 | -0.31 |
| Return On Asset | 0.0029 | -0.14 |
| Profit Margin | (0.07) % | (1.27) % |
| Operating Margin | 0.02 % | (5.51) % |
| Current Valuation | 5.73 B | 16.62 B |
| Shares Outstanding | 189.34 M | 571.82 M |
| Shares Owned By Insiders | 2.04 % | 10.09 % |
| Shares Owned By Institutions | 97.96 % | 39.21 % |
| Number Of Shares Shorted | 18.3 M | 4.71 M |
| Price To Earning | 11.11 X | 28.72 X |
| Price To Book | 3.03 X | 9.51 X |
| Price To Sales | 0.43 X | 11.42 X |
| Revenue | 3.01 B | 9.43 B |
| Gross Profit | 685 M | 27.38 B |
| EBITDA | 406.24 M | 3.9 B |
| Net Income | (189.07 M) | 570.98 M |
| Cash And Equivalents | 398.85 M | 2.7 B |
| Cash Per Share | 2.08 X | 5.01 X |
| Total Debt | 4.73 B | 5.32 B |
| Current Ratio | 0.88 X | 2.16 X |
| Book Value Per Share | 2.14 X | 1.93 K |
| Cash Flow From Operations | 162.92 M | 971.22 M |
| Short Ratio | 8.36 X | 4.00 X |
| Earnings Per Share | (0.84) X | 3.12 X |
| Price To Earnings To Growth | (0.75) X | 4.89 X |
| Target Price | 6.83 | |
| Number Of Employees | 25.2 K | 18.84 K |
| Beta | 1.34 | -0.15 |
| Market Capitalization | 1.31 B | 19.03 B |
| Total Asset | 5.57 B | 29.47 B |
| Retained Earnings | (3.84 B) | 9.33 B |
| Working Capital | (121.75 M) | 1.48 B |
| Current Asset | 497.94 M | 9.34 B |
Note: Disposition of 9675 shares by Kevin Bowman of Brookdale Senior at 2.91 subject to Rule 16b-3 [view details]
Brookdale Senior Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Brookdale . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Brookdale Senior Buy or Sell Advice
When is the right time to buy or sell Brookdale Senior Living? Buying financial instruments such as Brookdale Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Total Stockholder Equity | 697.4M | 582.6M | 403.7M | 383.5M | Total Assets | 6.4B | 5.9B | 5.6B | 5.7B |
Use Investing Ideas to Build Portfolios
In addition to having Brookdale Senior in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Exotic Funds Thematic Idea Now
Exotic Funds
Funds or Etfs with high minimum investment requirement that manage portfolios of alternative investments such as hedge funds, options, futures, real estate or commodities. The Exotic Funds theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Exotic Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Brookdale Senior Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |
Is Brookdale Senior's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Brookdale Senior. If investors know Brookdale will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Brookdale Senior listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.84) | Revenue Per Share 12.732 | Quarterly Revenue Growth 0.089 | Return On Assets 0.0029 | Return On Equity (0.38) |
The market value of Brookdale Senior Living is measured differently than its book value, which is the value of Brookdale that is recorded on the company's balance sheet. Investors also form their own opinion of Brookdale Senior's value that differs from its market value or its book value, called intrinsic value, which is Brookdale Senior's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Brookdale Senior's market value can be influenced by many factors that don't directly affect Brookdale Senior's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Brookdale Senior's value and its price as these two are different measures arrived at by different means. Investors typically determine if Brookdale Senior is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brookdale Senior's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.