Brookdale Senior Living (BKD) Return on Invested Capital [ROIC] (2009 - 2026)
Brookdale Senior Living's Return on Invested Capital [ROIC] came in at 4.70% for Q3 2026, up 4.96 percentage points from -0.27% a year earlier and up 2.20 percentage points from the prior quarter.
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Analysis
Brookdale Senior Living (BKD) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Brookdale Senior Living's Return on Invested Capital [ROIC] was 0.31%, down 0.80 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of +2.36 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was 1.11% in FY2024 (+0.68 pp), 0.43% in FY2023 (+1.38 pp), -0.95% in FY2022 (+3.38 pp) and -4.33% in FY2021 (-2.29 pp).
- The Q3 2026 figure represents the highest quarterly Return on Invested Capital [ROIC] in data going back to Q1 2009.
- Year-over-year, Return on Invested Capital [ROIC] increased in five of the last eight quarters, with an average year-over-year change of +0.80 percentage points.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q2 2023 (a gain of 6.09 percentage points), and the weakest in Q4 2021 (a drop of 2.43 percentage points).
- Business Quant data shows BKD's Return on Invested Capital [ROIC] at 2.50% (Q2 2026), 0.83% (Q1 2026) and 0.32% (Q4 2025) in the three quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | HCA Healthcare | 105.29 Bn | 103.13 Bn | 17.03 Bn | 21.76% |
| 2 | Natera | 46.06 Bn | 41.68 Bn | 513.47 Mn | -9.90% |
| 3 | Labcorp Holdings | 30.09 Bn | 28.19 Bn | 1.11 Bn | 8.35% |
| 4 | Quest Diagnostics | 28.58 Bn | 26.66 Bn | 1.04 Bn | 9.85% |
| 5 | Guardant Health | 20.44 Bn | 16.05 Bn | 236.15 Mn | - |
| 6 | BrightSpring Health Services | 14.16 Bn | 11.04 Bn | 518.55 Mn | 10.04% |
| 7 | Encompass Health | 13.83 Bn | 14.29 Bn | 1.54 Bn | 11.80% |
| 8 | Tempus AI | 12.69 Bn | 9.84 Bn | 266.70 Mn | -57.17% |
| 9 | Davita | 11.06 Bn | 9.92 Bn | 1.13 Bn | 16.52% |
| 10 | Brookdale Senior Living | 2.19 Bn | 906.13 Mn | 707.73 Mn | 4.70% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 4.70% |
| Jun 30, 2026 | 2.50% |
| Mar 31, 2026 | 0.83% |
| Dec 31, 2025 | 0.32% |
| Sep 30, 2025 | -0.27% |
| Jun 30, 2025 | 1.19% |
| Mar 31, 2025 | 1.30% |
| Dec 31, 2024 | 1.12% |
| Sep 30, 2024 | 0.60% |
| Jun 30, 2024 | 0.19% |
| Mar 31, 2024 | 0.72% |
| Dec 31, 2023 | 0.44% |
| Sep 30, 2023 | 1.56% |
| Jun 30, 2023 | 2.14% |
| Mar 31, 2023 | 0.42% |
| Dec 31, 2022 | -0.97% |
| Sep 30, 2022 | -2.61% |
| Jun 30, 2022 | -3.94% |
| Mar 31, 2022 | -4.15% |
| Dec 31, 2021 | -4.36% |
API Access
Brookdale Senior Living Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BKD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BKD", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BKD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();