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

HOSP

ST. JOSEPHS HOSPITAL & MEDICAL CTR

CCN 030024|LOC PHOENIX, AZ|BEDS 515|NPR $1,314.8M|MARGIN -17.7%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: ST. JOSEPHS HOSPITAL & MEDICAL CTR

/ 100 (C)

+$96.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$1.31B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

54%

CATALYSTS

▲RCM uplift of $96.8M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (46%)

▼High Medicaid exposure (35%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$1,314.8M

Net Patient Revenue

-17.7%

Operating Margin

$-232.6M

Net Income

515

Licensed Beds

$2,553K

Revenue per Bed

$1,547.4M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 15%■ MEDICAID · 35%■ COMMERCIAL · 50%

Score Breakdown

SCComposite · 51/100

Component	Score	Max	%
Market Position	31	35	87%
Financial Health	3	25	13%
Operational Quality	0	20	0%
Competitive Moat	7	20	34%

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
030011	CARONDELET ST. JOSEPH HOSPITAL	451	$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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