BKD vs. UHS
BKD (Brookdale Senior Living Inc.) and UHS (Universal Health Services, Inc.) 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 0.99%/yr for UHS. At a 0.40 correlation, their price movements are largely independent.
Performance
BKD vs. UHS - Performance Comparison
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Returns By Period
In the year-to-date period, BKD achieves a 10.01% return, which is significantly higher than UHS's -34.32% return. Over the past 10 years, BKD has underperformed UHS with an annualized return of -3.36%, while UHS has yielded a comparatively higher 0.99% 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%
UHS
- 1D
- -1.45%
- 1M
- -15.82%
- YTD
- -34.32%
- 6M
- -36.67%
- 1Y
- -24.24%
- 3Y*
- 2.02%
- 5Y*
- -1.67%
- 10Y*
- 0.99%
BKD vs. UHS - 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% |
UHS Universal Health Services, Inc. | -34.32% | 22.02% | 18.19% | 8.83% | 9.37% | -5.16% | -4.00% | 23.62% | 3.16% | 6.93% |
Correlation
The correlation between BKD and UHS is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2005 | 0.40 |
The correlation between BKD and UHS shifts across timeframes, from 0.28 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BKD:
-$0.87
UHS:
$31.29
BKD:
0.90
UHS:
0.39
BKD:
$3.11B
UHS:
$17.76B
BKD:
$419.88M
UHS:
$12.01B
BKD:
$329.09M
UHS:
$2.79B
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Return for Risk
BKD vs. UHS — Risk / Return Rank
BKD
UHS
BKD vs. UHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookdale Senior Living Inc. (BKD) and Universal Health Services, Inc. (UHS). 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 | UHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.80 | ||
| Sortino ratioReturn per unit of downside risk | +3.64 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.88 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | -0.59 | +3.26 |
| Martin ratioReturn relative to average drawdown | 7.41 | -1.46 | +8.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BKD | UHS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | -0.76 | +2.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | -0.05 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.06 | 0.03 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.44 | -0.49 |
Drawdowns
BKD vs. UHS - Drawdown Comparison
The maximum BKD drawdown since its inception was -96.29%, which is greater than UHS's maximum drawdown of -60.27%. Use the drawdown chart below to compare losses from any high point for BKD and UHS.
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Drawdown Indicators
| BKD | UHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.29% | -60.27% | -36.02% |
Max Drawdown (1Y)Largest decline over 1 year | -29.22% | -41.52% | +12.30% |
Max Drawdown (3Y)Largest decline over 3 years | -43.55% | -41.52% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -73.14% | -44.90% | -28.24% |
Max Drawdown (10Y)Largest decline over 10 years | -90.58% | -56.30% | -34.28% |
Current DrawdownCurrent decline from peak | -74.72% | -41.30% | -33.42% |
Average DrawdownAverage peak-to-trough decline | -63.70% | -14.80% | -48.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.53% | 16.71% | -6.18% |
Volatility
BKD vs. UHS - Volatility Comparison
Brookdale Senior Living Inc. (BKD) has a higher volatility of 11.01% compared to Universal Health Services, Inc. (UHS) at 6.50%. This indicates that BKD's price experiences larger fluctuations and is considered to be riskier than UHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKD | UHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.01% | 6.50% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 27.76% | 25.04% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.31% | 32.08% | +6.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.40% | 31.80% | +21.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.96% | 34.38% | +25.58% |
Dividends
BKD vs. UHS - Dividend Comparison
BKD has not paid dividends to shareholders, while UHS's dividend yield for the trailing twelve months is around 0.56%.
| 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% |
UHS Universal Health Services, Inc. | 0.56% | 0.37% | 0.45% | 0.52% | 0.57% | 0.62% | 0.15% | 0.42% | 0.34% | 0.35% | 0.38% | 0.33% |
Financials
BKD vs. UHS - Financials Comparison
This section allows you to compare key financial metrics between Brookdale Senior Living Inc. and Universal Health Services, 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
BKD vs. UHS - Profitability Comparison
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%.
UHS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Universal Health Services, Inc. reported a gross profit of 0.00 and revenue of 4.50B. 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%.
UHS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Universal Health Services, Inc. reported an operating income of 502.86M and revenue of 4.50B, resulting in an operating margin of 11.2%.
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%.
UHS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Universal Health Services, Inc. reported a net income of 348.68M and revenue of 4.50B, resulting in a net margin of 7.8%.
Frequently Asked Questions
BKD and UHS have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BKD has higher volatility (11.01%) compared to UHS (6.50%). In terms of maximum drawdown, BKD dropped -96.29% vs UHS's -60.27%.
BKD currently has the higher Sharpe Ratio (2.04 vs -0.76), 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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