Stock fact sheet · data as of
Brookdale Senior Living Inc. (BKD): fair value, margin of safety and Wheel Score
Healthcare · Medical - Care Facilities · United States · Speculative / Distressed
Is BKD undervalued?
At 10.09 (close of 16 Oct 2026), BKD trades 23% over the GLS average fair value of 8.23. 0 of the 2 models land above the price and 2 below. A negative margin of safety costs Value points in the Wheel Score (3 of 25 here) - the models see no discount, which does not make the business a poor one, only the price a full one.
The average is built from just 2 models (DCF, 10 Cap) - the rest returned nothing because an input they need (dividends, free cash flow, book value) is zero or negative - so treat it with more caution than usual.
The nightly engine files BKD under Speculative / Distressed - negative earnings or a Piotroski score of 3 or less - which caps its Wheel Score at 45 and keeps it out of the Sunday Scan.
Nine valuation models for BKD
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 9.61 | -5% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | - | - | The most a defensive investor pays for the earnings and book value per share; no value tonight |
| Graham Growth | - | - | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields; no value tonight |
| Lynch | - | - | EPS × the earnings growth rate (PEG of 1), growth capped at 25%; no value tonight |
| GLS Growth | - | - | EPS compounded ten years at the blended growth rate, discounted back at 15% a year; no value tonight |
| 10 Cap | 6.84 | -32% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | - | - | Eight years of compounded free cash flow: the price at which the business pays for itself; no value tonight |
| DDM | - | - | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend; no value tonight |
| EPV | - | - | Earnings power value: current EPS capitalised at 9% with no growth; no value tonight |
| Zombie (liquidation) | -22.79 | -326% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 19.50 | +93% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
Brookdale Senior Living Inc. scores 6 of 9 on the Piotroski F-score: a middling result that passes the Sunday Scan's "6 or more" rule. Some of the nine tests on profitability, leverage and efficiency are failed, so the accounts are worth a look before selling a put on the name. A GLS Moat score of 1.6/10 is a weak reading: the ten-year history the score grades (revenue, EPS, book value, margins, cash flow, share count, ROIC) has not been steady, so the Moat part of the Wheel Score contributes little.
Returns on capital are thin or negative - ROIC -4.0%, ROE 587.0%, ROA -4.4% - with debt at -148.91 times equity and a free-cash-flow yield of 1.0%.
Brookdale Senior Living Inc. pays no dividend, so the DDM model does not apply and a covered-call holder earns only the premium and any price gain. Revenue comes mainly from Health Care, Resident Service 99%, Reimbursement Costs, Managed Communities 1%, Management Service 0% (quarter Q2 FY2026).
Institutional ownership scores 10/10, insider activity 5/10 and Congressional trading 5/10 on the GLS smart-money scales.
| Piotroski F-score | 6 / 9 | ROIC | -4.0% |
|---|---|---|---|
| GLS Moat | 1.6 / 10 | ROE | 587.0% |
| Debt / equity | -148.91 | ROA | -4.4% |
| Free-cash-flow yield | 1.0% | Payout ratio | 0% |
| Institutions | 10 / 10 | Insiders · Congress | 5 · 5 / 10 |
Wheel Score 45: Weak
With a Wheel Score of 45 Brookdale Senior Living Inc. sits in the Weak band, capped at 45 because the engine files it as Speculative / Distressed. The parts - Value 3/25, Health 13/20, Moat 2/15, Premium 20/20, Stability 18/20 - show where: Value (3/25) scores lowest.
Implied volatility is 55% on the near-the-money contracts 20-60 days out - inside the 35-60% range the Wheel Score pays full marks for: enough premium to be worth selling, not so much that the risk is unpaid. Chain open interest is 24,608 contracts across all expiries - enough for the wheel at normal size.
Volume runs at 8.1M shares a day on a market cap of $2.4B, with a beta of 0.53 - a low beta, so day-to-day moves are smaller than the market's; the Stability part of the Wheel Score gives that 18 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 3 / 25 | -23% margin of safety | |
| Health | 13 / 20 | Piotroski 6/9 | |
| Moat | 2 / 15 | moat 1.6/10 | |
| Premium | 20 / 20 | implied volatility 55% | |
| Stability | 18 / 20 | 8.1M shares/day, $2.4B cap, beta 0.53 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
The next earnings report is due on 5 Nov 2026 (after the close), 20 days away; a 30-45-day put sold today would expire after it, which is worth weighing against the premium.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Medical - Care Facilities
The 12 companies below are the closest to Brookdale Senior Living Inc. by market cap within the Medical - Care Facilities industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
| Stock | Close | Fair value | MoS | Wheel | Mkt cap |
|---|---|---|---|---|---|
| GRDN Guardian Pharmacy Services, Inc. | 39.68 | 29.13 | -36% | 58Fair | $2.5B |
| MD Pediatrix Medical Group, Inc. | 27.76 | 34.92 | +21% | 78Good | $2.3B |
| ADUS Addus HomeCare Corporation | 116.49 | 115.55 | -1% | 67Good | $2.2B |
| AVAH Aveanna Healthcare Holdings Inc. | 12.64 | 25.89 | +51% | 77Good | $2.8B |
| ACHC Acadia Healthcare Company, Inc. | 31.04 | 16.57 | -87% | 45Weak | $2.9B |
| SGRY Surgery Partners, Inc. | 14.83 | 46.26 | +68% | 45Weak | $1.9B |
| ASTH Astrana Health, Inc. | 38.03 | 37.22 | -2% | 55Fair | $1.9B |
| ARDT Ardent Health Inc. | 12.20 | 28.12 | +57% | 80Prime | $1.7B |
| SNDA Sonida Senior Living, Inc. | 35.79 | 112.02 | +68% | 45Weak | $1.7B |
| AMN AMN Healthcare Services, Inc. | 40.00 | 75.98 | +47% | 81Prime | $1.5B |
| NHC National HealthCare Corporation | 245.53 | 259.14 | +5% | 75Good | $3.8B |
| AGL Agilon Health, Inc. | 88.45 | - | - | 37Weak | $1.5B |
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Start free See the Sunday ScanQuestions about BKD
Is BKD undervalued right now?
No: at 10.09 the stock trades 23% above the GLS average fair value of 8.23 (data as of 16 Oct 2026). The margin of safety is negative.
What is the Wheel Score of BKD and what does it mean?
BKD scores 45 out of 100 (Weak). The Wheel Score blends the margin of safety (25 points), Piotroski health (20), the GLS moat (15), the option premium on offer (20) and trading stability (20) into one number that ranks stocks for the wheel strategy - selling cash-secured puts, then covered calls if assigned. 80 and above is Prime, 65-79 Good, 50-64 Fair, under 50 Weak.
What is the GLS fair value for BKD?
8.23 per share as of 16 Oct 2026 - the simple average of the 2 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Brookdale Senior Living Inc. report earnings next?
The next earnings report is due on 5 Nov 2026 (after the close), 20 days from the data date of 16 Oct 2026. The Calendars page lists every upcoming report with its time of day.
Does BKD have listed options, and how liquid are they?
Yes. The nightly snapshot found 328 listed contracts with 24,608 open interest across all expiries and implied volatility of 55% on the near-the-money contracts. The Options scanner lists the cash-secured put and covered call set-ups with premium and annualised yield worked out.