Medical - Care Facilities
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BKD vs SHC
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Diagnostics & Research
BKD vs SHC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Medical - Care Facilities | Medical - Diagnostics & Research |
| Market Cap | $3.37B | $4.51B |
| Revenue (TTM) | $3.11B | $1.19B |
| Net Income (TTM) | $-205M | $118M |
| Gross Margin | 13.5% | 55.3% |
| Operating Margin | 1.3% | 34.9% |
| Forward P/E | — | 16.4x |
| Total Debt | $6.66B | $2.27B |
| Cash & Equiv. | $279M | $346M |
BKD vs SHC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 20 | May 26 | Return |
|---|---|---|---|
| Brookdale Senior Li… (BKD) | 100 | 334.4 | +234.4% |
| Sotera Health Compa… (SHC) | 100 | 58.4 | -41.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BKD vs SHC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BKD is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 0 yrs, beta 0.67
- -21.8% 10Y total return vs SHC's -37.1%
- Lower volatility, beta 0.67, current ratio 3.62x
SHC carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 5.7%, EPS growth 68.8%, 3Y rev CAGR 5.1%
- 5.7% revenue growth vs BKD's 4.8%
- 9.9% margin vs BKD's -6.6%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.7% revenue growth vs BKD's 4.8% | |
| Quality / Margins | 9.9% margin vs BKD's -6.6% | |
| Stability / Safety | Beta 0.67 vs SHC's 1.32 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +110.1% vs SHC's +23.0% | |
| Efficiency (ROA) | 3.7% ROA vs BKD's -3.4%, ROIC 11.8% vs 0.2% |
BKD vs SHC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BKD vs SHC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SHC leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BKD is the larger business by revenue, generating $3.1B annually — 2.6x SHC's $1.2B. SHC is the more profitable business, keeping 9.9% of every revenue dollar as net income compared to BKD's -6.6%. On growth, SHC holds the edge at +10.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.1B | $1.2B |
| EBITDAEarnings before interest/tax | $381M | $517M |
| Net IncomeAfter-tax profit | -$205M | $118M |
| Free Cash FlowCash after capex | $56M | $112M |
| Gross MarginGross profit ÷ Revenue | +13.5% | +55.3% |
| Operating MarginEBIT ÷ Revenue | +1.3% | +34.9% |
| Net MarginNet income ÷ Revenue | -6.6% | +9.9% |
| FCF MarginFCF ÷ Revenue | +1.8% | +9.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -2.0% | +10.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +89.3% | +2.9% |
Valuation Metrics
BKD leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
On an enterprise value basis, SHC's 21.2x EV/EBITDA is more attractive than BKD's 25.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.4B | $4.5B |
| Enterprise ValueMkt cap + debt − cash | $9.8B | $6.4B |
| Trailing P/EPrice ÷ TTM EPS | -12.77x | 58.52x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.39x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 25.92x | 21.21x |
| Price / SalesMarket cap ÷ Revenue | 1.08x | 3.87x |
| Price / BookPrice ÷ Book value/share | — | 7.47x |
| Price / FCFMarket cap ÷ FCF | — | 30.20x |
Profitability & Efficiency
SHC leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
SHC delivers a 20.6% return on equity — every $100 of shareholder capital generates $21 in annual profit, vs $-235 for BKD. On the Piotroski fundamental quality scale (0–9), SHC scores 6/9 vs BKD's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -234.5% | +20.6% |
| ROA (TTM)Return on assets | -3.4% | +3.7% |
| ROICReturn on invested capital | +0.2% | +11.8% |
| ROCEReturn on capital employed | +0.3% | +13.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | — | 3.75x |
| Net DebtTotal debt minus cash | $6.4B | $1.9B |
| Cash & Equiv.Liquid assets | $279M | $346M |
| Total DebtShort + long-term debt | $6.7B | $2.3B |
| Interest CoverageEBIT ÷ Interest expense | -0.03x | 1.85x |
Total Returns (Dividends Reinvested)
BKD leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BKD five years ago would be worth $21,485 today (with dividends reinvested), compared to $6,712 for SHC. Over the past 12 months, BKD leads with a +110.1% total return vs SHC's +23.0%. The 3-year compound annual growth rate (CAGR) favors BKD at 52.6% vs SHC's 1.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +30.8% | -10.7% |
| 1-Year ReturnPast 12 months | +110.1% | +23.0% |
| 3-Year ReturnCumulative with dividends | +255.4% | +5.5% |
| 5-Year ReturnCumulative with dividends | +114.8% | -32.9% |
| 10-Year ReturnCumulative with dividends | -21.8% | -37.1% |
| CAGR (3Y)Annualised 3-year return | +52.6% | +1.8% |
Risk & Volatility
BKD leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BKD is the less volatile stock with a 0.67 beta — it tends to amplify market swings less than SHC's 1.32 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BKD currently trades 83.4% from its 52-week high vs SHC's 79.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.67x | 1.32x |
| 52-Week HighHighest price in past year | $17.00 | $19.85 |
| 52-Week LowLowest price in past year | $6.07 | $10.80 |
| % of 52W HighCurrent price vs 52-week peak | +83.4% | +79.6% |
| RSI (14)Momentum oscillator 0–100 | 51.2 | 48.9 |
| Avg Volume (50D)Average daily shares traded | 3.2M | 3.1M |
Analyst Outlook
SHC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BKD as "Buy" and SHC as "Buy". Consensus price targets imply 39.2% upside for SHC (target: $22) vs 24.6% for BKD (target: $18).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $17.67 | $22.00 |
| # AnalystsCovering analysts | 12 | 12 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | 0.0% |
SHC leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BKD leads in 3 (Valuation Metrics, Total Returns).
BKD vs SHC: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BKD or SHC a better buy right now?
For growth investors, Sotera Health Company (SHC) is the stronger pick with 5.
7% revenue growth year-over-year, versus 4. 8% for Brookdale Senior Living Inc. (BKD). Sotera Health Company (SHC) offers the better valuation at 58. 5x trailing P/E (16. 4x forward), making it the more compelling value choice. Analysts rate Brookdale Senior Living Inc. (BKD) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — BKD or SHC?
Over the past 5 years, Brookdale Senior Living Inc.
(BKD) delivered a total return of +114. 8%, compared to -32. 9% for Sotera Health Company (SHC). Over 10 years, the gap is even starker: BKD returned -21. 8% versus SHC's -37. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — BKD or SHC?
By beta (market sensitivity over 5 years), Brookdale Senior Living Inc.
(BKD) is the lower-risk stock at 0. 67β versus Sotera Health Company's 1. 32β — meaning SHC is approximately 96% more volatile than BKD relative to the S&P 500.
04Which is growing faster — BKD or SHC?
By revenue growth (latest reported year), Sotera Health Company (SHC) is pulling ahead at 5.
7% versus 4. 8% for Brookdale Senior Living Inc. (BKD). On earnings-per-share growth, the picture is similar: Sotera Health Company grew EPS 68. 8% year-over-year, compared to -24. 7% for Brookdale Senior Living Inc.. Over a 3-year CAGR, SHC leads at 5. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — BKD or SHC?
Sotera Health Company (SHC) is the more profitable company, earning 6.
7% net margin versus -8. 4% for Brookdale Senior Living Inc. — meaning it keeps 6. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SHC leads at 33. 8% versus 0. 5% for BKD. At the gross margin level — before operating expenses — SHC leads at 55. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is BKD or SHC more undervalued right now?
Analyst consensus price targets imply the most upside for SHC: 39.
2% to $22. 00.
07Which pays a better dividend — BKD or SHC?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is BKD or SHC better for a retirement portfolio?
For long-horizon retirement investors, Brookdale Senior Living Inc.
(BKD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 67)). Both have compounded well over 10 years (BKD: -21. 8%, SHC: -37. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BKD and SHC?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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