BKD vs. NHC

Last updated Jun 9, 2026

BKD (Brookdale Senior Living Inc.) and NHC (National HealthCare Corporation) are both stocks. Both operate in the Medical Care Facilities industry within the Healthcare sector. Over the past 10 years, BKD returned -3.36%/yr vs 14.72%/yr for NHC. At a 0.34 correlation, their price movements are largely independent.

Performance

BKD vs. NHC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookdale Senior Living Inc. (BKD) and National HealthCare Corporation (NHC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BKD achieves a 10.01% return, which is significantly lower than NHC's 37.48% return. Over the past 10 years, BKD has underperformed NHC with an annualized return of -3.36%, while NHC has yielded a comparatively higher 14.72% annualized return.

BKD

• 1D: -3.81%
• 1M: -8.55%
• YTD: 10.01%
• 6M: 11.04%
• 1Y: 77.69%
• 3Y*: 42.52%
• 5Y*: 10.21%
• 10Y*: -3.36%

NHC

• 1D: -2.29%
• 1M: -0.58%
• YTD: 37.48%
• 6M: 43.22%
• 1Y: 80.47%
• 3Y*: 48.50%
• 5Y*: 24.04%
• 10Y*: 14.72%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BKD vs. NHC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BKD Brookdale Senior Living Inc.	10.01%	114.51%	-13.57%	113.19%	-47.09%	16.48%	-39.06%	8.51%	-30.93%	-21.90%
NHC National HealthCare Corporation	37.48%	30.34%	19.05%	60.84%	-9.42%	5.39%	-20.66%	13.02%	32.43%	-17.26%

Correlation

The correlation between BKD and NHC is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.27
Correlation (3Y) Calculated over the trailing 3-year period	0.28
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (10Y) Calculated over the trailing 10-year period	0.32
Correlation (All Time) Calculated using the full available price history since Nov 23, 2005	0.34

Fundamentals

Market Cap BKD : $2.83B NHC : $2.96B
EPS BKD : -$0.87 NHC : $7.89
PS Ratio BKD : 0.90 NHC : 1.95
Total Revenue (TTM) BKD : $3.11B NHC : $1.51B
Gross Profit (TTM) BKD : $419.88M NHC : $558.31M
EBITDA (TTM) BKD : $329.09M NHC : $204.52M

Return for Risk

BKD vs. NHC — Risk / Return Rank

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

BKD

BKD Risk / Return Rank: 85
BKD Sharpe Ratio Rank: 89
BKD Sortino Ratio Rank: 86
BKD Omega Ratio Rank: 86
BKD Calmar Ratio Rank: 81
BKD Martin Ratio Rank: 83

NHC

NHC Risk / Return Rank: 93
NHC Sharpe Ratio Rank: 93
NHC Sortino Ratio Rank: 92
NHC Omega Ratio Rank: 90
NHC Calmar Ratio Rank: 94
NHC Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKD vs. NHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookdale Senior Living Inc. (BKD) and National HealthCare Corporation (NHC). 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.

	BKD	NHC	Difference
Sharpe ratio: Return per unit of total volatility	2.04	2.52	-0.48
Sortino ratio: Return per unit of downside risk	2.73	3.36	-0.63
Omega ratio: Gain probability vs. loss probability	1.36	1.41	-0.05
Calmar ratio: Return relative to maximum drawdown	2.67	6.16	-3.49
Martin ratio: Return relative to average drawdown	7.41	16.45	-9.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BKD vs. NHC - Sharpe Ratio Comparison

The current BKD Sharpe Ratio is 2.04, which is comparable to the NHC Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of BKD and NHC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BKD	NHC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.04	2.52	-0.48
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.19	0.87	-0.68
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.06	0.52	-0.58
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	0.25	-0.30

Drawdowns

BKD vs. NHC - Drawdown Comparison

The maximum BKD drawdown since its inception was -96.29%, roughly equal to the maximum NHC drawdown of -96.33%. Use the drawdown chart below to compare losses from any high point for BKD and NHC.

Drawdown Indicators

	BKD	NHC	Difference
Max Drawdown Largest peak-to-trough decline	-96.29%	-96.33%	+0.04%
Max Drawdown (1Y) Largest decline over 1 year	-29.22%	-13.13%	-16.09%
Max Drawdown (3Y) Largest decline over 3 years	-43.55%	-33.40%	-10.15%
Max Drawdown (5Y) Largest decline over 5 years	-73.14%	-33.40%	-39.74%
Max Drawdown (10Y) Largest decline over 10 years	-90.58%	-35.27%	-55.31%
Current Drawdown Current decline from peak	-74.72%	-5.90%	-68.82%
Average Drawdown Average peak-to-trough decline	-63.70%	-26.42%	-37.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.53%	4.92%	+5.61%

Volatility

BKD vs. NHC - Volatility Comparison

The current volatility for Brookdale Senior Living Inc. (BKD) is 11.01%, while National HealthCare Corporation (NHC) has a volatility of 13.13%. This indicates that BKD experiences smaller price fluctuations and is considered to be less risky than NHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BKD	NHC	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.01%	13.13%	-2.12%
Volatility (6M) Calculated over the trailing 6-month period	27.76%	25.60%	+2.16%
Volatility (1Y) Calculated over the trailing 1-year period	38.31%	32.13%	+6.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	53.40%	27.74%	+25.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	59.96%	28.21%	+31.75%

Dividends

BKD vs. NHC - Dividend Comparison

BKD has not paid dividends to shareholders, while NHC's dividend yield for the trailing twelve months is around 1.36%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKD Brookdale Senior Living Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NHC National HealthCare Corporation	1.36%	1.85%	2.25%	2.53%	3.80%	3.11%	3.13%	2.38%	2.52%	3.10%	2.31%	3.14%

Financials

BKD vs. NHC - Profitability Comparison

The chart below illustrates the profitability comparison between Brookdale Senior Living Inc. and National HealthCare Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

NHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National HealthCare Corporation reported a gross profit of 0.00 and revenue of 369.81M. Therefore, the gross margin over that period was 0.0%.

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%.

NHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National HealthCare Corporation reported an operating income of 32.25M and revenue of 369.81M, resulting in an operating margin of 8.7%.

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%.

NHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National HealthCare Corporation reported a net income of 35.86M and revenue of 369.81M, resulting in a net margin of 9.7%.

Frequently Asked Questions

Can I hold both BKD and NHC in my portfolio?

BKD and NHC have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BKD or NHC?

NHC has higher volatility (13.13%) compared to BKD (11.01%). In terms of maximum drawdown, BKD dropped -96.29% vs NHC's -96.33%.

Which has better risk-adjusted returns?

NHC currently has the higher Sharpe Ratio (2.52 vs 2.04), 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.