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HOSP

MAYO CLINIC HOSPITAL

CCN 030103|LOC PHOENIX, AZ|BEDS 315|NPR $2,252.2M|MARGIN 1.4%

C-

SeekingChartis Score

INVESTMENT THESIS

Buy: MAYO CLINIC HOSPITAL

/ 100 (B)

+$165.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$2.25B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

64%

CATALYSTS

▲RCM uplift of $165.8M (+736bps)

▲Platform-sized facility

RISKS

Buy — solid fundamentals with identifiable value creation levers. Proceed to detailed diligence.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$2,252.2M

Net Patient Revenue

1.4%

Operating Margin

$32.4M

Net Income

315

Licensed Beds

$7,150K

Revenue per Bed

$2,219.9M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 46%■ MEDICAID · 6%■ COMMERCIAL · 48%

Score Breakdown

SCComposite · 51/100

Component	Score	Max	%
Market Position	26	35	75%
Financial Health	10	25	39%
Operational Quality	0	20	0%
Competitive Moat	5	20	24%

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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