Brookdale Senior Shares Owned By Institutions vs. Beta
| BKDT Stock | 75.18 1.17 1.58% |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.32 | 0.2453 |
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For Brookdale Senior profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Brookdale Senior to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Brookdale Senior Living utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Brookdale Senior's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Brookdale Senior Living over time as well as its relative position and ranking within its peers.
Brookdale |
Brookdale Senior's Revenue Breakdown by Earning Segment
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Is Health Care Providers & Services space 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.
Revenue Per Share 13.041 | Quarterly Revenue Growth 0.037 | Return On Assets 0.0072 | Return On Equity (0.53) |
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.
Brookdale Senior Living Beta vs. Shares Owned By Institutions Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Brookdale Senior's current stock value. Our valuation model uses many indicators to compare Brookdale Senior value to that of its competitors to determine the firm's financial worth. Brookdale Senior Living is rated second in shares owned by institutions category among its peers. It is number one stock in beta category among its peers totaling about 0.02 of Beta per Shares Owned By Institutions. The ratio of Shares Owned By Institutions to Beta for Brookdale Senior Living is roughly 53.96 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Brookdale Senior by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Brookdale Beta vs. Shares Owned By Institutions
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Brookdale Senior |
| = | 71.66 % |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Brookdale Senior |
| = | 1.33 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Brookdale Beta Comparison
Brookdale Senior is currently under evaluation in beta category among its peers.
Beta Analysis
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Brookdale Senior will likely underperform.
Brookdale Senior Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Brookdale Senior, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Brookdale Senior will eventually generate negative long term returns. The profitability progress is the general direction of Brookdale Senior's change in net profit over the period of time. It can combine multiple indicators of Brookdale Senior, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Operating Income | 18.4 M | 19.3 M | |
| Income Before Tax | -180.3 M | -189.3 M | |
| Total Other Income Expense Net | -198.7 M | -188.8 M | |
| Net Loss | -189.1 M | -198.5 M | |
| Income Tax Expense | 8.8 M | 9.2 M | |
| Net Interest Income | -218.7 M | -229.6 M | |
| Interest Income | 21.6 M | 22.7 M | |
| Net Loss | -123.6 M | -129.7 M | |
| Net Loss | -214.6 M | -203.9 M | |
| Change To Netincome | -63.8 M | -67 M | |
| Net Loss | (0.84) | (0.88) | |
| Income Quality | (0.86) | (0.90) | |
| Net Income Per E B T | 1.05 | 1.09 |
Brookdale Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Brookdale Senior. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Brookdale Senior position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Brookdale Senior's important profitability drivers and their relationship over time.
Use Brookdale Senior in pair-trading
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.Brookdale Senior Pair Trading
Brookdale Senior Living Pair Trading Analysis
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.Use Investing Themes to Complement your Brookdale Senior position
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?
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Additional 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.