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

HOSP

ARKANSAS CHILDRENS NORTHWEST

CCN 043301|LOC SPRINGDALE, AR|BEDS 24|NPR $113.6M|MARGIN 7.2%

SeekingChartis Score

INVESTMENT THESIS

Selective: ARKANSAS CHILDRENS NORTHWEST

/ 100 (C)

+$8.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$113.6M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

52%

CATALYSTS

▲RCM uplift of $8.4M (+736bps)

RISKS

▼Elevated distress risk (48%)

▼High Medicaid exposure (36%)

▼Small facility — limited scale economies

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$113.6M

Net Patient Revenue

7.2%

Operating Margin

$8.1M

Net Income

Licensed Beds

$4,733K

Revenue per Bed

$105.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 0%■ MEDICAID · 36%■ COMMERCIAL · 63%

Score Breakdown

SCComposite · 38/100

Component	Score	Max	%
Market Position	11	35	31%
Financial Health	16	25	64%
Operational Quality	0	20	0%
Competitive Moat	3	20	16%

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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