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BKD
Brookdale Senior Living·Medical Care Facilities·United States
Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States. It operates in three segments: Independent Living, Assisted Living and Memory Care, and Continu...
1 Total1 External0 In-site
BKDBrookdale Senior Living
2026-04-01🏥 HealthcareLong
Externalby Night Watch IM · Other
Night Watch IM on Brookdale Senior Living (BKD)
主要经营地
US
详细生意模式
美国最大高端老年生活运营商,41州。Baby Boomer 2026年turning 80。2017年以来zero construction starts。
护城河
🟡中：规模+recurring revenue+品牌+监管barrier
估值水平
PE负值, EV/EBITDA 12.8x, FCF负值
EV/Market Cap
EV $8.6B / MC $3.3B
网络观点
持仓更新,BKD自2025年9月涨75%。Activist推动管理变化。Baby Boomer+zero construction=favorable supply/demand through 2030+。
AI观点
Demographics tailwind真实(80+人口年增4.1%)。但FCF -$146.5M,已涨75%。持有而非追高,等回调$11-12再审视。