Brookdale Senior Living Stock Five Year Return

BKD Stock

USD 6.52 0.06 0.93%

Brookdale Senior Living fundamentals help investors to digest information that contributes to Brookdale Senior's financial success or failures. It also enables traders to predict the movement of Brookdale Stock. The fundamental analysis module provides a way to measure Brookdale Senior's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Brookdale Senior stock.

Total Stockholder Equity Total Assets

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Brookdale Senior Living Company Five Year Return Analysis

Brookdale Senior's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Brookdale Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Brookdale Senior is extremely important. It helps to project a fair market value of Brookdale Stock properly, considering its historical fundamentals such as Five Year Return. Since Brookdale Senior's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Brookdale Senior's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Brookdale Senior's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Total Liab	Total Current Assets	Current Deferred Revenue	Accounts Payable	Net Receivables	Good Will	Short Term Debt	Long Term Debt	Short Term Investments	Intangible Assets	Property Plant Equipment	Retained Earnings	Common Stock	Treasury Stock	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.81	0.93	0.97	0.68	-0.28	0.81	0.79	0.8	0.27	0.71	0.17	-0.13	0.98	-0.24	0.76	-0.12	0.64	0.78	0.64	0.41	0.75	0.19	-0.08	0.07	-0.05	-0.08
Total Stockholder Equity	0.81		0.59	0.67	0.29	0.04	0.51	0.75	0.95	0.07	0.28	0.0	-0.47	0.71	0.35	0.27	0.44	0.93	0.61	0.16	0.77	0.92	0.25	-0.51	0.58	-0.21	-0.33
Net Debt	0.93	0.59		0.98	0.75	-0.46	0.82	0.58	0.6	0.23	0.83	0.22	0.11	0.97	-0.5	0.9	-0.42	0.4	0.76	0.82	0.12	0.59	0.04	0.18	-0.18	0.08	-0.06
Total Liab	0.97	0.67	0.98		0.78	-0.37	0.85	0.72	0.67	0.33	0.81	0.24	-0.02	0.98	-0.43	0.88	-0.32	0.46	0.75	0.76	0.24	0.61	0.17	0.08	-0.09	0.01	-0.07
Total Current Assets	0.68	0.29	0.75	0.78		-0.5	0.69	0.49	0.31	0.46	0.79	0.6	0.08	0.68	-0.66	0.89	-0.54	0.06	0.54	0.78	0.01	0.19	0.34	0.37	-0.24	0.35	-0.06
Current Deferred Revenue	-0.28	0.04	-0.46	-0.37	-0.5		-0.3	0.09	-0.14	-0.1	-0.52	-0.2	-0.37	-0.34	0.6	-0.55	0.47	0.0	-0.63	-0.79	0.23	-0.13	-0.04	-0.48	0.51	-0.23	-0.24
Accounts Payable	0.81	0.51	0.82	0.85	0.69	-0.3		0.7	0.51	0.39	0.69	0.2	-0.08	0.81	-0.43	0.78	-0.24	0.29	0.58	0.64	0.15	0.52	0.38	0.06	-0.12	-0.09	-0.06
Net Receivables	0.79	0.75	0.58	0.72	0.49	0.09	0.7		0.72	0.39	0.35	0.06	-0.54	0.71	0.04	0.45	0.21	0.57	0.43	0.22	0.55	0.54	0.48	-0.37	0.26	-0.32	-0.06
Good Will	0.8	0.95	0.6	0.67	0.31	-0.14	0.51	0.72		0.13	0.3	0.07	-0.48	0.7	0.29	0.29	0.43	0.87	0.7	0.25	0.73	0.9	0.33	-0.51	0.55	-0.28	-0.27
Short Term Debt	0.27	0.07	0.23	0.33	0.46	-0.1	0.39	0.39	0.13		0.38	0.43	-0.18	0.25	-0.27	0.35	-0.1	-0.17	0.16	0.25	0.18	-0.01	0.68	-0.12	-0.09	-0.38	-0.04
Long Term Debt	0.71	0.28	0.83	0.81	0.79	-0.52	0.69	0.35	0.3	0.38		0.29	0.31	0.77	-0.7	0.9	-0.61	0.05	0.77	0.87	0.06	0.31	-0.02	0.47	-0.39	0.32	0.06
Short Term Investments	0.17	0.0	0.22	0.24	0.6	-0.2	0.2	0.06	0.07	0.43	0.29		-0.02	0.12	-0.28	0.32	-0.29	-0.14	0.07	0.26	-0.13	-0.03	0.42	0.01	0.06	0.24	-0.14
Intangible Assets	-0.13	-0.47	0.11	-0.02	0.08	-0.37	-0.08	-0.54	-0.48	-0.18	0.31	-0.02		0.02	-0.65	0.3	-0.69	-0.4	0.08	0.42	-0.59	-0.3	-0.58	0.69	-0.76	0.41	0.54
Property Plant Equipment	0.98	0.71	0.97	0.98	0.68	-0.34	0.81	0.71	0.7	0.25	0.77	0.12	0.02		-0.37	0.83	-0.26	0.54	0.78	0.73	0.28	0.67	0.08	0.06	-0.09	-0.03	0.0
Retained Earnings	-0.24	0.35	-0.5	-0.43	-0.66	0.6	-0.43	0.04	0.29	-0.27	-0.7	-0.28	-0.65	-0.37		-0.79	0.92	0.49	-0.29	-0.81	0.59	0.32	0.12	-0.8	0.86	-0.38	-0.4
Common Stock	0.76	0.27	0.9	0.88	0.89	-0.55	0.78	0.45	0.29	0.35	0.9	0.32	0.3	0.83	-0.79		-0.68	0.05	0.63	0.93	-0.12	0.24	0.08	0.5	-0.46	0.26	0.07
Treasury Stock	-0.12	0.44	-0.42	-0.32	-0.54	0.47	-0.24	0.21	0.43	-0.1	-0.61	-0.29	-0.69	-0.26	0.92	-0.68		0.55	-0.13	-0.68	0.72	0.39	0.36	-0.8	0.82	-0.5	-0.34
Net Tangible Assets	0.64	0.93	0.4	0.46	0.06	0.0	0.29	0.57	0.87	-0.17	0.05	-0.14	-0.4	0.54	0.49	0.05	0.55		0.52	0.02	0.72	0.9	0.1	-0.53	0.57	-0.19	-0.19
Long Term Debt Total	0.78	0.61	0.76	0.75	0.54	-0.63	0.58	0.43	0.7	0.16	0.77	0.07	0.08	0.78	-0.29	0.63	-0.13	0.52		0.73	0.44	0.68	0.04	0.12	-0.06	0.1	0.05
Capital Surpluse	0.64	0.16	0.82	0.76	0.78	-0.79	0.64	0.22	0.25	0.25	0.87	0.26	0.42	0.73	-0.81	0.93	-0.68	0.02	0.73		-0.18	0.22	0.0	0.6	-0.55	0.27	0.14
Deferred Long Term Liab	0.41	0.77	0.12	0.24	0.01	0.23	0.15	0.55	0.73	0.18	0.06	-0.13	-0.59	0.28	0.59	-0.12	0.72	0.72	0.44	-0.18		0.67	0.37	-0.59	0.71	-0.26	-0.37
Long Term Investments	0.75	0.92	0.59	0.61	0.19	-0.13	0.52	0.54	0.9	-0.01	0.31	-0.03	-0.3	0.67	0.32	0.24	0.39	0.9	0.68	0.22	0.67		0.15	-0.45	0.49	-0.18	-0.27
Short Long Term Debt	0.19	0.25	0.04	0.17	0.34	-0.04	0.38	0.48	0.33	0.68	-0.02	0.42	-0.58	0.08	0.12	0.08	0.36	0.1	0.04	0.0	0.37	0.15		-0.42	0.33	-0.47	-0.3
Cash And Equivalents	-0.08	-0.51	0.18	0.08	0.37	-0.48	0.06	-0.37	-0.51	-0.12	0.47	0.01	0.69	0.06	-0.8	0.5	-0.8	-0.53	0.12	0.6	-0.59	-0.45	-0.42		-0.77	0.67	0.26
Net Invested Capital	0.07	0.58	-0.18	-0.09	-0.24	0.51	-0.12	0.26	0.55	-0.09	-0.39	0.06	-0.76	-0.09	0.86	-0.46	0.82	0.57	-0.06	-0.55	0.71	0.49	0.33	-0.77		-0.23	-0.68
Net Working Capital	-0.05	-0.21	0.08	0.01	0.35	-0.23	-0.09	-0.32	-0.28	-0.38	0.32	0.24	0.41	-0.03	-0.38	0.26	-0.5	-0.19	0.1	0.27	-0.26	-0.18	-0.47	0.67	-0.23		0.0
Capital Stock	-0.08	-0.33	-0.06	-0.07	-0.06	-0.24	-0.06	-0.06	-0.27	-0.04	0.06	-0.14	0.54	0.0	-0.4	0.07	-0.34	-0.19	0.05	0.14	-0.37	-0.27	-0.3	0.26	-0.68	0.0

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Brookdale Return On Tangible Assets

Return On Tangible Assets

(0.0358)

At present, Brookdale Senior's Return On Tangible Assets are projected to slightly decrease based on the last few years of reporting.

According to the company disclosure, Brookdale Senior Living has a Five Year Return of 0.0%. This indicator is about the same for the Health Care Providers & Services average (which is currently at 0.0) sector and about the same as Health Care (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Brookdale Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Brookdale Senior's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Brookdale Senior could also be used in its relative valuation, which is a method of valuing Brookdale Senior by comparing valuation metrics of similar companies.

Brookdale Senior is currently under evaluation in five year return category among related companies.

Brookdale Fundamentals

	Return On Equity	-0.38
	Return On Asset	0.0029
	Profit Margin	(0.07) %
	Operating Margin	0.02 %
	Current Valuation	5.65 B
	Shares Outstanding	189.34 M
	Shares Owned By Insiders	2.04 %
	Shares Owned By Institutions	97.96 %
	Number Of Shares Shorted	18.3 M
	Price To Earning	11.11 X
	Price To Book	3.03 X
	Price To Sales	0.43 X
	Revenue	3.01 B
	Gross Profit	685 M
	EBITDA	406.24 M
	Net Income	(189.07 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	2.14 X
	Cash Flow From Operations	162.92 M
	Short Ratio	8.36 X
	Earnings Per Share	(0.84) X
	Price To Earnings To Growth	(0.75) X
	Target Price	6.83
	Number Of Employees	25.2 K
	Beta	1.34
	Market Capitalization	1.23 B
	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
	Net Asset	5.57 B

About Brookdale Senior Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Brookdale Senior Living's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Brookdale Senior using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Brookdale Senior Living based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Brookdale Senior

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Brookdale Senior position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Brookdale Senior will appreciate offsetting losses from the drop in the long position's value.

Moving against Brookdale Stock

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The ability to find closely correlated positions to Brookdale Senior could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Brookdale Senior when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Brookdale Senior - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Brookdale Senior Living to buy it.

The correlation of Brookdale Senior is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Brookdale Senior moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Brookdale Senior Living moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Brookdale Senior can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether Brookdale Senior Living is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Brookdale Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Brookdale Senior Living Stock. Highlighted below are key reports to facilitate an investment decision about Brookdale Senior Living Stock:

How To Invest In Brookdale

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Is Brookdale Stock a good investment?

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What is Brookdale Senior's Net Worth?

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Largest Health Care Providers & Services Companies

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Check out Brookdale Senior Piotroski F Score and Brookdale Senior Altman Z Score analysis.

You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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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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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.

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Brookdale Senior Living Stock Five Year Return

Brookdale Senior Living Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

Brookdale Five Year Return Driver Correlations

Brookdale Return On Tangible Assets

Return On Tangible Assets

(0.0358)

Brookdale Five Year Return Peer Comparison

Brookdale Fundamentals

About Brookdale Senior Fundamental Analysis

Pair Trading with Brookdale Senior

Moving against Brookdale Stock

Complementary Tools for Brookdale Stock analysis

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