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HOSP

SANTA CLARA VALLEY MEDICAL CENTER

CCN 050038|LOC SAN JOSE, CA|BEDS 805|NPR $2,551.7M|MARGIN -29.4%

C-

SeekingChartis Score

INVESTMENT THESIS

Buy: SANTA CLARA VALLEY MEDICAL CENTER

/ 100 (B)

+$187.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$2.55B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

54%

CATALYSTS

▲RCM uplift of $187.8M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (46%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$2,551.7M

Net Patient Revenue

-29.4%

Operating Margin

$-750.4M

Net Income

805

Licensed Beds

$3,170K

Revenue per Bed

$3,302.1M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 18%■ MEDICAID · 15%■ COMMERCIAL · 67%

Score Breakdown

SCComposite · 50/100

Component	Score	Max	%
Market Position	32	35	92%
Financial Health	0	25	1%
Operational Quality	0	20	0%
Competitive Moat	8	20	40%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
050002	ST ROSE HOSPITAL	153	$0M
050006	ST. JOSEPH HOSPITAL - EUREKA	132	$0M
050007	MILLS PENINSULA MEDICAL CENTER	241	$0M
050008	CPMC-R.K. DAVIES MEDICAL CENTER	105	$0M
050009	QUEEN OF THE VALLEY MEDICAL CENTER	119	$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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