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Stock Comparison

BKD vs SHC

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
BKD
Brookdale Senior Living Inc.

Medical - Care Facilities

HealthcareNYSE • US
Market Cap$3.37B
5Y Perf.+234.4%
SHC
Sotera Health Company

Medical - Diagnostics & Research

HealthcareNASDAQ • US
Market Cap$4.51B
5Y Perf.-41.6%

BKD vs SHC — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
BKD logoBKD
SHC logoSHC
IndustryMedical - Care FacilitiesMedical - Diagnostics & Research
Market Cap$3.37B$4.51B
Revenue (TTM)$3.11B$1.19B
Net Income (TTM)$-205M$118M
Gross Margin13.5%55.3%
Operating Margin1.3%34.9%
Forward P/E16.4x
Total Debt$6.66B$2.27B
Cash & Equiv.$279M$346M

BKD vs SHCLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

BKD
SHC
StockNov 20May 26Return
Brookdale Senior Li… (BKD)100334.4+234.4%
Sotera Health Compa… (SHC)10058.4-41.6%

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.

Bottom line: SHC leads in 3 of 6 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Brookdale Senior Living Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
BKD
Brookdale Senior Living Inc.
The Income Pick

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
Best for: income & stability and long-term compounding
SHC
Sotera Health Company
The Growth Play

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%
Best for: growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthSHC logoSHC5.7% revenue growth vs BKD's 4.8%
Quality / MarginsSHC logoSHC9.9% margin vs BKD's -6.6%
Stability / SafetyBKD logoBKDBeta 0.67 vs SHC's 1.32
DividendsTieNeither stock pays a meaningful dividend
Momentum (1Y)BKD logoBKD+110.1% vs SHC's +23.0%
Efficiency (ROA)SHC logoSHC3.7% 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

BKDBrookdale Senior Living Inc.
FY 2025
Health Care, Resident Service
95.3%$3.0B
Reimbursement Costs, Managed Communities
4.4%$141M
Management Service
0.3%$11M
SHCSotera Health Company
FY 2025
Service
85.6%$996M
Product
14.4%$168M

BKD vs SHC — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLBKDLAGGINGSHC

Income & Cash Flow (Last 12 Months)

SHC leads this category, winning 6 of 6 comparable metrics.

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.

MetricBKD logoBKDBrookdale Senior …SHC logoSHCSotera Health Com…
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%
SHC leads this category, winning 6 of 6 comparable metrics.

Valuation Metrics

BKD leads this category, winning 2 of 3 comparable metrics.

On an enterprise value basis, SHC's 21.2x EV/EBITDA is more attractive than BKD's 25.9x.

MetricBKD logoBKDBrookdale Senior …SHC logoSHCSotera Health Com…
Market CapShares × price$3.4B$4.5B
Enterprise ValueMkt cap + debt − cash$9.8B$6.4B
Trailing P/EPrice ÷ TTM EPS-12.77x58.52x
Forward P/EPrice ÷ next-FY EPS est.16.39x
PEG RatioP/E ÷ EPS growth rate
EV / EBITDAEnterprise value multiple25.92x21.21x
Price / SalesMarket cap ÷ Revenue1.08x3.87x
Price / BookPrice ÷ Book value/share7.47x
Price / FCFMarket cap ÷ FCF30.20x
BKD leads this category, winning 2 of 3 comparable metrics.

Profitability & Efficiency

SHC leads this category, winning 8 of 8 comparable metrics.

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.

MetricBKD logoBKDBrookdale Senior …SHC logoSHCSotera Health Com…
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 0–946
Debt / EquityFinancial leverage3.75x
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-0.03x1.85x
SHC leads this category, winning 8 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

BKD leads this category, winning 6 of 6 comparable metrics.

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.

MetricBKD logoBKDBrookdale Senior …SHC logoSHCSotera Health Com…
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%
BKD leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

BKD leads this category, winning 2 of 2 comparable metrics.

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.

MetricBKD logoBKDBrookdale Senior …SHC logoSHCSotera Health Com…
Beta (5Y)Sensitivity to S&P 5000.67x1.32x
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 0–10051.248.9
Avg Volume (50D)Average daily shares traded3.2M3.1M
BKD leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

SHC leads this category, winning 1 of 1 comparable metric.

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).

MetricBKD logoBKDBrookdale Senior …SHC logoSHCSotera Health Com…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$17.67$22.00
# AnalystsCovering analysts1212
Dividend YieldAnnual dividend ÷ price
Dividend StreakConsecutive years of raises02
Dividend / ShareAnnual DPS
Buyback YieldShare repurchases ÷ mkt cap+0.2%0.0%
SHC leads this category, winning 1 of 1 comparable metric.
Key Takeaway

SHC leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BKD leads in 3 (Valuation Metrics, Total Returns).

Best OverallBrookdale Senior Living Inc. (BKD)Leads 3 of 6 categories
Loading custom metrics...

BKD vs SHC: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Is BKD or SHC more undervalued right now?

Analyst consensus price targets imply the most upside for SHC: 39.

2% to $22. 00.

07

Which 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.

08

Is 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.

09

What 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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BKD

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  • Sector: Healthcare
  • Market Cap > $100B
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SHC

Quality Business

  • Sector: Healthcare
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 5%
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