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

HOSP

BANNER GATEWAY MEDICAL CENTER

CCN 030122|LOC GILBERT, AZ|BEDS 185|NPR $573.8M|MARGIN 5.2%

SeekingChartis Score

INVESTMENT THESIS

Selective: BANNER GATEWAY MEDICAL CENTER

/ 100 (C)

+$42.2M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$573.8M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

57%

CATALYSTS

▲RCM uplift of $42.2M (+736bps)

RISKS

▼Elevated distress risk (43%)

▼High Medicaid exposure (25%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$573.8M

Net Patient Revenue

5.2%

Operating Margin

$29.7M

Net Income

185

Licensed Beds

$3,102K

Revenue per Bed

$544.2M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 19%■ MEDICAID · 25%■ COMMERCIAL · 56%

Score Breakdown

SCComposite · 47/100

Component	Score	Max	%
Market Position	19	35	55%
Financial Health	14	25	55%
Operational Quality	0	20	0%
Competitive Moat	5	20	23%

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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