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

HOSP

USA CHILDRENS AND WOMENS HOSPITAL

CCN 013301|LOC MOBILE, AL|BEDS 249|NPR $228.8M|MARGIN -0.3%

SeekingChartis Score

INVESTMENT THESIS

Selective: USA CHILDRENS AND WOMENS HOSPITAL

/ 100 (C)

+$16.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$228.8M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

37%

CATALYSTS

▲RCM uplift of $16.8M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (63%)

▼High Medicaid exposure (75%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$228.8M

Net Patient Revenue

-0.3%

Operating Margin

$-0.7M

Net Income

249

Licensed Beds

$919K

Revenue per Bed

$229.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 0%■ MEDICAID · 75%■ COMMERCIAL · 24%

Score Breakdown

SCComposite · 38/100

Component	Score	Max	%
Market Position	19	35	55%
Financial Health	8	25	32%
Operational Quality	0	20	0%
Competitive Moat	3	20	17%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
010001	SOUTHEAST HEALTH MEDICAL CENTER	353	$0M
010005	MARSHALL MEDICAL CENTERS SOUTH	178	$0M
010006	NORTH ALABAMA MEDICAL CENTER	223	$0M
010007	MIZELL MEMORIAL HOSPITAL	45	$0M
010008	CRENSHAW COMMUNITY HOSPITAL	29	$0M

Team Notes

NOTE0 entries

Actions

ACT

WFDiligence Workflow

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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