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

HOSP

TUCSON MEDICAL CENTER

CCN 030006|LOC TUCSON, AZ|BEDS 499|NPR $747.4M|MARGIN -2.8%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: TUCSON MEDICAL CENTER

/ 100 (C)

+$55.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$747.4M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

▲RCM uplift of $55.0M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (47%)

▼High Medicaid exposure (34%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$747.4M

Net Patient Revenue

-2.8%

Operating Margin

$-20.9M

Net Income

499

Licensed Beds

$1,498K

Revenue per Bed

$768.2M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 20%■ MEDICAID · 34%■ COMMERCIAL · 46%

Score Breakdown

SCComposite · 54/100

Component	Score	Max	%
Market Position	29	35	84%
Financial Health	7	25	29%
Operational Quality	0	20	0%
Competitive Moat	7	20	33%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
030002	BANNER UNIVERSITY MEDICAL CENTER PHX	656	$0M
030007	VERDE VALLEY MEDICAL CENTER	87	$0M
030010	CARONDELET ST. MARYS HOSPITAL	357	$0M
030011	CARONDELET ST. JOSEPH HOSPITAL	451	$0M
030012	YAVAPAI REGIONAL MEDICAL CENTER	218	$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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