Added to YB: 2026-05-26
Pitch date: 2026-05-24
BKD [neutral]
Brookdale Senior Living Inc.
Author Info
Farrer 36 is an asset manager based out of Singapore that focuses on long-only equity strategies. Sign up for the newsletter.
Company Info
Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States.
Market Cap
$3.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.69
P/E
-15.41
EV/Sales
2.81
Sector
Health Care Providers and Services
Category
growth
(Non) Semi-Baked Ideas - Brookdale Senior Living Inc.
BKD (overview): Largest US senior housing operator, 82.1% occupancy (+280bps YoY), RevPAR +8.2%. Demand to outpace supply by 100K units 2027, 400K by 2035; construction starts near lows. Guide: 8-9% RevPAR growth, $502-516M EBITDA. Each 1% RevPAR gain = $25M incremental op income. 16x FFO/market cap, $4B net debt. Risk: execution & refinancing.
Read full article (1 min)