Professional
Added to YB: 2025-10-17
Pitch date: 2025-10-01
BKD [bullish]
Brookdale Senior Living Inc.
+20.97%
current return
Author Info
Night Watch Investment Management is an alternative asset manager focused on global equities, selected based on our in-depth proprietary research. Our investment style is best described as value plus catalyst. Visit their website.
Company Info
Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States.
Market Cap
$2.5B
Pitch Price
$8.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.49
P/E
-7.93
EV/Sales
2.51
Sector
Health Care Providers and Services
Category
turnaround
Night Watch Investment Management New Position: Brookdale Senior Living Inc.
BKD (new position): Reinitiated position post-management change via activist. Baby boomers turn 80+ next year driving SLF demand while construction halted 8yrs (orderbook at multi-decade low). Covid + nursing shortage hurt margins but new mgmt rapidly closing occupancy gap vs peers at perfect timing.
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