ADUS vs. BKD
ADUS (Addus HomeCare Corporation) and BKD (Brookdale Senior Living Inc.) are both stocks. Both operate in the Medical Care Facilities industry within the Healthcare sector. Over the past 10 years, ADUS returned 18.46%/yr vs -1.06%/yr for BKD. At a 0.22 correlation, their price movements are largely independent.
Performance
ADUS vs. BKD - Performance Comparison
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Returns By Period
In the year-to-date period, ADUS achieves a -11.51% return, which is significantly lower than BKD's 29.66% return. Over the past 10 years, ADUS has outperformed BKD with an annualized return of 18.46%, while BKD has yielded a comparatively lower -1.06% annualized return.
ADUS
- 1D
- 0.85%
- 1M
- 2.57%
- YTD
- -11.51%
- 6M
- -15.16%
- 1Y
- -16.49%
- 3Y*
- 1.38%
- 5Y*
- 2.26%
- 10Y*
- 18.46%
BKD
- 1D
- 2.49%
- 1M
- 5.19%
- YTD
- 29.66%
- 6M
- 30.02%
- 1Y
- 105.13%
- 3Y*
- 53.08%
- 5Y*
- 9.89%
- 10Y*
- -1.06%
ADUS vs. BKD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADUS Addus HomeCare Corporation | -11.51% | -14.33% | 35.00% | -6.67% | 6.40% | -20.14% | 20.44% | 43.22% | 95.06% | -0.71% |
BKD Brookdale Senior Living Inc. | 29.66% | 114.51% | -13.57% | 113.19% | -47.09% | 16.48% | -39.06% | 8.51% | -30.93% | -21.90% |
Correlation
The correlation between ADUS and BKD is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2009 | 0.22 |
Fundamentals
ADUS:
$1.76B
BKD:
$3.33B
ADUS:
$5.42
BKD:
-$0.87
ADUS:
1.21
BKD:
1.06
ADUS:
$1.45B
BKD:
$3.11B
ADUS:
$470.07M
BKD:
$419.88M
ADUS:
$159.26M
BKD:
$329.09M
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Return for Risk
ADUS vs. BKD — Risk / Return Rank
ADUS
BKD
ADUS vs. BKD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Addus HomeCare Corporation (ADUS) and Brookdale Senior Living Inc. (BKD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADUS | BKD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.29 | ||
| Sortino ratioReturn per unit of downside risk | -3.97 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.45 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 3.62 | -4.21 |
| Martin ratioReturn relative to average drawdown | -1.20 | 9.46 | -10.66 |
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Drawdowns
ADUS vs. BKD - Drawdown Comparison
The maximum ADUS drawdown since its inception was -70.37%, smaller than the maximum BKD drawdown of -96.29%. Use the drawdown chart below to compare losses from any high point for ADUS and BKD.
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Drawdown Indicators
| ADUS | BKD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.37% | -96.29% | +25.92% |
Max Drawdown (1Y)Largest decline over 1 year | -27.91% | -29.22% | +1.31% |
Max Drawdown (3Y)Largest decline over 3 years | -34.90% | -43.55% | +8.65% |
Max Drawdown (5Y)Largest decline over 5 years | -34.90% | -72.74% | +37.84% |
Max Drawdown (10Y)Largest decline over 10 years | -53.38% | -90.58% | +37.20% |
Current DrawdownCurrent decline from peak | -30.08% | -70.21% | +40.13% |
Average DrawdownAverage peak-to-trough decline | -23.95% | -63.70% | +39.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.76% | 11.15% | +2.61% |
Volatility
ADUS vs. BKD - Volatility Comparison
The current volatility for Addus HomeCare Corporation (ADUS) is 6.37%, while Brookdale Senior Living Inc. (BKD) has a volatility of 13.72%. This indicates that ADUS experiences smaller price fluctuations and is considered to be less risky than BKD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADUS | BKD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 13.72% | -7.35% |
Volatility (6M)Calculated over the trailing 6-month period | 21.35% | 29.08% | -7.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.67% | 38.48% | -7.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.64% | 52.97% | -18.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.53% | 60.03% | -20.50% |
Dividends
ADUS vs. BKD - Dividend Comparison
Neither ADUS nor BKD has paid dividends to shareholders.
Financials
ADUS vs. BKD - Financials Comparison
This section allows you to compare key financial metrics between Addus HomeCare Corporation and Brookdale Senior Living Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ADUS vs. BKD - Profitability Comparison
ADUS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Addus HomeCare Corporation reported a gross profit of 115.87M and revenue of 363.61M. Therefore, the gross margin over that period was 31.9%.
BKD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookdale Senior Living Inc. reported a gross profit of 0.00 and revenue of 764.86M. Therefore, the gross margin over that period was 0.0%.
ADUS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Addus HomeCare Corporation reported an operating income of 34.07M and revenue of 363.61M, resulting in an operating margin of 9.4%.
BKD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookdale Senior Living Inc. reported an operating income of 51.78M and revenue of 764.86M, resulting in an operating margin of 6.8%.
ADUS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Addus HomeCare Corporation reported a net income of 25.07M and revenue of 363.61M, resulting in a net margin of 6.9%.
BKD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookdale Senior Living Inc. reported a net income of -6.89M and revenue of 764.86M, resulting in a net margin of -0.9%.
Frequently Asked Questions
ADUS and BKD have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BKD has higher volatility (13.72%) compared to ADUS (6.37%). In terms of maximum drawdown, ADUS dropped -70.37% vs BKD's -96.29%.
BKD currently has the higher Sharpe Ratio (2.75 vs -0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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