Brookdale Senior Living Inc. (BKD) vs Pediatrix Medical Group, Inc. (MD)

Brookdale Senior Living Inc. and Pediatrix Medical Group, Inc. are both Medical Care Facilities companies. Brookdale Senior Living Inc. is the larger, with a market value of $2.6B against $2.1B — 1.3× the size. Brookdale Senior Living Inc. has negative trailing earnings, so its P/E is not meaningful; Pediatrix Medical Group, Inc. trades at 12.6×. Pediatrix Medical Group, Inc. grew revenue faster over the last twelve months: 0.51% against −4.42%. Pediatrix Medical Group, Inc. has the higher net margin (8.96% vs −4.53%) and the higher return on invested capital (12.7% vs 1.71%). Across the 18 metrics below, Pediatrix Medical Group, Inc. leads on 15 and Brookdale Senior Living Inc. on 3.

Valuation

Metric BKD MD Medical Care Facilities median
P/E n/m 12.59 19.16
P/S 0.87 1.07 0.90
P/B n/m 2.37 2.91
Price to free cash flow n/m 9.14 12.62
EV/EBITDA 15.03 9.49 10.06
EV/Sales 2.15 1.16 1.35
Earnings yield (5.22%) 7.94% 2.30%
Free cash flow yield (5.30%) 10.94% 4.14%

Profitability

Metric BKD MD Medical Care Facilities median
Gross margin 30.78% 26.24% 30.78%
Operating margin 3.48% 11.04% 5.74%
Net margin (4.53%) 8.96% 2.32%
Free cash flow margin (4.62%) 11.72% 5.46%
Return on equity (349.46%) 20.39% 8.76%
Return on assets (2.30%) 8.26% 2.18%
Return on invested capital 1.71% 12.69% 5.40%

Growth

Metric BKD MD Medical Care Facilities median
Revenue growth (TTM) (4.42%) 0.51% 7.12%
EPS growth (last fiscal year) (25.84%) 263.03% —
Revenue growth, 5-year CAGR (2.04%) 1.99% 9.58%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BKD MD Medical Care Facilities median
Debt to equity (156.38) 0.66 0.30
Current ratio 1.14 1.32 1.22
Net debt to EBITDA 10.43 0.42 1.32

Dividend

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

Size

Metric BKD MD Medical Care Facilities median
Market cap 2.64b 2.08b 1.34b

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