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

HOSP

ARKANSAS CHILDRENS HOSPITAL

CCN 043300|LOC LITTLE ROCK, AR|BEDS 326|NPR $759.4M|MARGIN 7.9%

C+

SeekingChartis Score

INVESTMENT THESIS

Selective: ARKANSAS CHILDRENS HOSPITAL

/ 100 (C)

+$55.9M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$759.4M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

51%

CATALYSTS

▲RCM uplift of $55.9M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (49%)

▼High Medicaid exposure (23%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$759.4M

Net Patient Revenue

7.9%

Operating Margin

$60.2M

Net Income

326

Licensed Beds

$2,330K

Revenue per Bed

$699.2M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 1%■ MEDICAID · 23%■ COMMERCIAL · 76%

Score Breakdown

SCComposite · 61/100

Component	Score	Max	%
Market Position	24	35	69%
Financial Health	17	25	68%
Operational Quality	0	20	0%
Competitive Moat	8	20	38%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
040001	SILOAM SPRINGS MEMORIAL HOSPITAL	64	$0M
040002	JOHNSON REGIONAL MEDICAL CENTER	59	$0M
040004	WASHINGTON REGIONAL MEDICAL CENTER	377	$0M
040007	ST VINCENT INFIRMARY MEDICAL CENTER	379	$0M
040010	MERCY MEDICAL CENTER	236	$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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