COMP <GO>
BKD vs SGRY // 10Y YIELD & FRED MACRO BETA
Brookdale Senior Living Inc. (NYSE) VS. Surgery Partners Inc. (NASDAQ) • 15-METRIC TALLY: BKD 1
— SGRY 9
■ METRIC PARITY
LAST: $10.44 (+0.48%) • MKT CAP: $2.48B
macro-sensitivity
—
LAST: $23.12 (-0.39%) • MKT CAP: $3.04B
macro-sensitivity
0.99
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BKD VS. SGRY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BKD | SGRY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.30% | 9.90% | -9.60 | SGRY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.6x | 9.7x | +24.90 | SGRY | /valuation <GO> |
| Free Cash Flow Yield | 0.67% | 6.44% | -5.77 | SGRY | /fcf-yield <GO> |
| Operating Margin | 0.40% | 45.80% | -45.40 | SGRY | /operating-margins <GO> |
| Net Profit Margin | -8.20% | -9.20% | +1.00 | BKD | /net-margins <GO> |
| Revenue Growth (YoY) | 2.20% | 6.60% | -4.40 | SGRY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 0.67 | -0.47 | SGRY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | SGRY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.7 | 86.2 | -37.50 | SGRY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.99 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 22.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.48B | $3.04B | -$557.3M | SGRY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BKD REV | SGRY REV | BKD GROSS % | SGRY GROSS % | BKD FCF | SGRY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.19B | $1.09B | 26.2% | — | $16.5M | $195.6M |
| FY 2024 | $3.13B | $976.6M | 25.6% | — | -$35.1M | $209.7M |
| FY 2023 | $3.02B | $918.4M | — | — | $162.9M | $293.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BKD // BETA —
SGRY // BETA 0.99