🛡️ Public data only — no PHI permitted on this instance.

HOSP

MARSHALL MEDICAL CENTERS SOUTH

CCN 010005|LOC BOAZ, AL|BEDS 178|NPR $186.9M|MARGIN -6.3%

SeekingChartis Score

INVESTMENT THESIS

Selective: MARSHALL MEDICAL CENTERS SOUTH

/ 100 (C)

+$13.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$186.9M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

47%

CATALYSTS

▲RCM uplift of $13.8M (+736bps)

RISKS

▼Elevated distress risk (53%)

▼High Medicaid exposure (24%)

Hold / Selective — investigate specific opportunities but be prepared for execution risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$186.9M

Net Patient Revenue

-6.3%

Operating Margin

$-11.9M

Net Income

178

Licensed Beds

$1,050K

Revenue per Bed

$198.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 26%■ MEDICAID · 24%■ COMMERCIAL · 50%

Score Breakdown

SCComposite · 32/100

Component	Score	Max	%
Market Position	17	35	48%
Financial Health	6	25	25%
Operational Quality	0	20	0%
Competitive Moat	2	20	12%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
010001	SOUTHEAST HEALTH MEDICAL CENTER	353	$0M
010006	NORTH ALABAMA MEDICAL CENTER	223	$0M
010007	MIZELL MEMORIAL HOSPITAL	45	$0M
010008	CRENSHAW COMMUNITY HOSPITAL	29	$0M
010011	ST. VINCENTS EAST	286	$0M

Team Notes

NOTE0 entries

Actions

ACT

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Competitive Intel EBITDA Bridge Data Room IC Memo Scenarios

AIDeep Analysis

ML Analysis Demand 3-Year History Stats Bayesian

FINFinancial Models

DCF LBO 3-Statement Returns Market Denial

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