Better Bet Than Brookdale Senior Living Stock: Pay Less To Get More From NUTX

BKD: Brookdale Senior Living logo
BKD
Brookdale Senior Living

NUTX is BKD’s peer in Health Care Facilities industry that has:

1) Lower valuation (P/OpInc) compared to BKD
2) But higher revenue and operating income growth

This disconnect between valuation and performance could mean that you are better off buying NUTX stock vs. BKD

Key Metrics Compared

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Metric BKD NUTX
P/OpInc* 27.8x 2.5x
LTM OpInc Growth 24.6% 4652.6%
3Y Avg OpInc Growth 760.0% 1546.2%
LTM Revenue Growth 4.0% 141.3%
3Y Avg Revenue Growth 6.5% 44.6%

OpInc = Operating Income, P/OpInc = Price To Operating Income Ratio

But do these numbers tell the full story? Read Buy or Sell BKD Stock to see if Brookdale Senior Living still has an edge that holds up under the hood. As a quick background, Brookdale Senior Living (BKD) provides senior living services through independent living, assisted living, memory care, and continuing care retirement communities, managing and operating over 600 communities nationwide.

This is just one approach to evaluate investments. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure

Is The Mismatch In Stock Price Temporary

One way to check if Brookdale Senior Living stock is expensive now versus the other tickers would be to see how these metrics compared across companies exactly a year ago. Specifically, if there has been a marked reversal in the trend for Brookdale Senior Living in the last 12 months, then there is a chance that the current mismatch is likely to reverse. On the other hand, a persistent underperformance in revenue and operating income growth for Brookdale Senior Living would reinforce the conclusion that the stock is expensive compared to its peers, but may not revert soon

Key Metrics Compared 1 Yr Prior

Metric BKD NUTX
P/OpInc* 24x 0.8x
LTM OpInc Growth 82.8% 9226.9%
3Y Avg OpInc Growth 122.7% 3063.4%
LTM Revenue Growth 3.9% 93.8%
3Y Avg Revenue Growth 5.6% 31.9%

OpInc = Operating Income

Additional Metrics To Consider

Metric BKD NUTX
P/S 0.5x 0.8x
Market Cap (Current) $ 1.7 Bil $ 530.6 Mil
LTM Revenue $ 3.19 Bil $ 624.28 Mil
LTM Opinc $ 61.77 Mil $ 208.46 Mil
LTM Op Margin 1.9% 33.4%

OpInc = Operating Income

Alternate buying based on valuation, while attractive, needs to be evaluated carefully from multiple angles. Such multi-factor analysis is exactly how we construct Trefis portfolio strategies. If you want upside with a smoother ride than an individual stock, consider the High Quality portfolio, which has outperformed the S&P, and clocked >91% returns since inception.