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

HOSP

BANNER UNIVERSITY MED CENTER SOUTH

CCN 030111|LOC TUCSON, AZ|BEDS 132|NPR $190.9M|MARGIN -16.3%

SeekingChartis Score

INVESTMENT THESIS

Selective: BANNER UNIVERSITY MED CENTER SOUTH

/ 100 (C)

+$14.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$190.9M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

49%

CATALYSTS

▲RCM uplift of $14.1M (+736bps)

RISKS

▼Elevated distress risk (51%)

▼High Medicaid exposure (44%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$190.9M

Net Patient Revenue

-16.3%

Operating Margin

$-31.1M

Net Income

132

Licensed Beds

$1,446K

Revenue per Bed

$222.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 14%■ MEDICAID · 44%■ COMMERCIAL · 42%

Score Breakdown

SCComposite · 26/100

Component	Score	Max	%
Market Position	15	35	44%
Financial Health	4	25	15%
Operational Quality	0	20	0%
Competitive Moat	2	20	9%

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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