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ALHC vs. BKD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ALHC and BKD is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

ALHC vs. BKD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alignment Healthcare Holdings, LLC (ALHC) and Brookdale Senior Living Inc. (BKD). The values are adjusted to include any dividend payments, if applicable.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%December2025FebruaryMarchAprilMay
-12.65%
12.32%
ALHC
BKD

Key characteristics

Sharpe Ratio

ALHC:

1.94

BKD:

-0.11

Sortino Ratio

ALHC:

2.68

BKD:

0.06

Omega Ratio

ALHC:

1.34

BKD:

1.01

Calmar Ratio

ALHC:

1.60

BKD:

-0.08

Martin Ratio

ALHC:

11.58

BKD:

-0.29

Ulcer Index

ALHC:

10.37%

BKD:

24.08%

Daily Std Dev

ALHC:

61.86%

BKD:

42.86%

Max Drawdown

ALHC:

-83.61%

BKD:

-96.29%

Current Drawdown

ALHC:

-44.55%

BKD:

-85.43%

Fundamentals

Market Cap

ALHC:

$3.07B

BKD:

$1.55B

EPS

ALHC:

-$0.47

BKD:

-$0.89

PS Ratio

ALHC:

1.02

BKD:

0.52

PB Ratio

ALHC:

28.32

BKD:

7.26

Total Revenue (TTM)

ALHC:

$3.00B

BKD:

$3.12B

Gross Profit (TTM)

ALHC:

$347.34M

BKD:

$1.18B

EBITDA (TTM)

ALHC:

-$40.24M

BKD:

$398.24M

Returns By Period

The year-to-date returns for both investments are quite close, with ALHC having a 34.40% return and BKD slightly higher at 35.98%.


ALHC

YTD

34.40%

1M

-18.45%

6M

10.61%

1Y

118.81%

5Y*

N/A

10Y*

N/A

BKD

YTD

35.98%

1M

16.13%

6M

24.36%

1Y

-4.60%

5Y*

17.19%

10Y*

-15.33%

*Annualized

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Risk-Adjusted Performance

ALHC vs. BKD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALHC
The Risk-Adjusted Performance Rank of ALHC is 9393
Overall Rank
The Sharpe Ratio Rank of ALHC is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of ALHC is 9393
Sortino Ratio Rank
The Omega Ratio Rank of ALHC is 9090
Omega Ratio Rank
The Calmar Ratio Rank of ALHC is 9191
Calmar Ratio Rank
The Martin Ratio Rank of ALHC is 9696
Martin Ratio Rank

BKD
The Risk-Adjusted Performance Rank of BKD is 4343
Overall Rank
The Sharpe Ratio Rank of BKD is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of BKD is 3939
Sortino Ratio Rank
The Omega Ratio Rank of BKD is 3939
Omega Ratio Rank
The Calmar Ratio Rank of BKD is 4747
Calmar Ratio Rank
The Martin Ratio Rank of BKD is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ALHC vs. BKD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alignment Healthcare Holdings, LLC (ALHC) 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.


The current ALHC Sharpe Ratio is 1.94, which is higher than the BKD Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of ALHC and BKD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00December2025FebruaryMarchAprilMay
1.94
-0.11
ALHC
BKD

Dividends

ALHC vs. BKD - Dividend Comparison

Neither ALHC nor BKD has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

ALHC vs. BKD - Drawdown Comparison

The maximum ALHC drawdown since its inception was -83.61%, smaller than the maximum BKD drawdown of -96.29%. Use the drawdown chart below to compare losses from any high point for ALHC and BKD. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%December2025FebruaryMarchAprilMay
-44.55%
-21.83%
ALHC
BKD

Volatility

ALHC vs. BKD - Volatility Comparison

Alignment Healthcare Holdings, LLC (ALHC) has a higher volatility of 15.32% compared to Brookdale Senior Living Inc. (BKD) at 12.72%. This indicates that ALHC's price experiences larger fluctuations and is considered to be riskier than BKD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%December2025FebruaryMarchAprilMay
15.32%
12.72%
ALHC
BKD

Financials

ALHC vs. BKD - Financials Comparison

This section allows you to compare key financial metrics between Alignment Healthcare Holdings, LLC 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B20212022202320242025
926.93M
780.95M
(ALHC) Total Revenue
(BKD) Total Revenue
Values in USD except per share items

ALHC vs. BKD - Profitability Comparison

The chart below illustrates the profitability comparison between Alignment Healthcare Holdings, LLC and Brookdale Senior Living Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
11.4%
24.6%
(ALHC) Gross Margin
(BKD) Gross Margin
ALHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Alignment Healthcare Holdings, LLC reported a gross profit of 106.03M and revenue of 926.93M. Therefore, the gross margin over that period was 11.4%.

BKD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brookdale Senior Living Inc. reported a gross profit of 192.06M and revenue of 780.95M. Therefore, the gross margin over that period was 24.6%.

ALHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Alignment Healthcare Holdings, LLC reported an operating income of -5.39M and revenue of 926.93M, resulting in an operating margin of -0.6%.

BKD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brookdale Senior Living Inc. reported an operating income of -2.14M and revenue of 780.95M, resulting in an operating margin of -0.3%.

ALHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Alignment Healthcare Holdings, LLC reported a net income of -9.11M and revenue of 926.93M, resulting in a net margin of -1.0%.

BKD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brookdale Senior Living Inc. reported a net income of -83.92M and revenue of 780.95M, resulting in a net margin of -10.8%.