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

HOSP

CARONDELET ST. JOSEPH HOSPITAL

CCN 030011|LOC TUCSON, AZ|BEDS 451|NPR $261.5M|MARGIN -3.8%

SeekingChartis Score

INVESTMENT THESIS

Selective: CARONDELET ST. JOSEPH HOSPITAL

/ 100 (C)

+$19.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$261.5M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

49%

CATALYSTS

▲RCM uplift of $19.3M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (51%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$261.5M

Net Patient Revenue

-3.8%

Operating Margin

$-9.9M

Net Income

451

Licensed Beds

$580K

Revenue per Bed

$271.4M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 19%■ MEDICAID · 3%■ COMMERCIAL · 78%

Score Breakdown

SCComposite · 48/100

Component	Score	Max	%
Market Position	26	35	73%
Financial Health	7	25	28%
Operational Quality	0	20	0%
Competitive Moat	6	20	30%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
030002	BANNER UNIVERSITY MEDICAL CENTER PHX	656	$0M
030006	TUCSON MEDICAL CENTER	499	$0M
030007	VERDE VALLEY MEDICAL CENTER	87	$0M
030010	CARONDELET ST. MARYS HOSPITAL	357	$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

MORE IN AZStart Diligence · creates a deal from HCRIS