Brookdale Senior Living Inc. (BKD) vs LifeStance Health Group, Inc. (LFST)

Brookdale Senior Living Inc. and LifeStance Health Group, Inc. are both Medical Care Facilities companies. LifeStance Health Group, Inc. is the larger, with a market value of $4.5B against $2.6B — 1.7× the size. Brookdale Senior Living Inc. has negative trailing earnings, so its P/E is not meaningful; LifeStance Health Group, Inc. trades at 89.0×. LifeStance Health Group, Inc. grew revenue faster over the last twelve months: 20.4% against −4.42%. LifeStance Health Group, Inc. has the higher net margin (3.19% vs −4.53%) and the higher return on invested capital (3.25% vs 1.71%). Across the 18 metrics below, LifeStance Health Group, Inc. leads on 14 and Brookdale Senior Living Inc. on 4.

Valuation

Metric BKD LFST Medical Care Facilities median
P/E n/m 89.02 19.16
P/S 0.87 2.87 0.90
P/B n/m 3.07 2.91
Price to free cash flow n/m 26.11 12.62
EV/EBITDA 15.03 34.13 10.06
EV/Sales 2.15 2.89 1.35
Earnings yield (5.22%) 1.12% 2.30%
Free cash flow yield (5.30%) 3.83% 4.14%

Profitability

Metric BKD LFST Medical Care Facilities median
Gross margin 30.78% 33.56% 30.78%
Operating margin 3.48% 4.95% 5.74%
Net margin (4.53%) 3.19% 2.32%
Free cash flow margin (4.62%) 10.97% 5.46%
Return on equity (349.46%) 3.43% 8.76%
Return on assets (2.30%) 2.34% 2.18%
Return on invested capital 1.71% 3.25% 5.40%

Growth

Metric BKD LFST Medical Care Facilities median
Revenue growth (TTM) (4.42%) 20.38% 7.12%
EPS growth (last fiscal year) (25.84%) 113.33% —
Revenue growth, 5-year CAGR (2.04%) 30.44% 9.58%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BKD LFST Medical Care Facilities median
Debt to equity (156.38) 0.18 0.30
Current ratio 1.14 1.38 1.22
Net debt to EBITDA 10.43 0.22 1.32

Dividend

Metric BKD LFST Medical Care Facilities median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric BKD LFST Medical Care Facilities median
Market cap 2.64b 4.51b 1.34b

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