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HOSP

KAWEAH DELTA MEDICAL CENTER

CCN 050057|LOC VISALIA, CA|BEDS 430|NPR $653.7M|MARGIN -32.1%

SeekingChartis Score

INVESTMENT THESIS

Selective: KAWEAH DELTA MEDICAL CENTER

/ 100 (C)

+$48.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$653.7M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

▲RCM uplift of $48.1M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (47%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$653.7M

Net Patient Revenue

-32.1%

Operating Margin

$-209.6M

Net Income

430

Licensed Beds

$1,520K

Revenue per Bed

$863.3M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 28%■ MEDICAID · 20%■ COMMERCIAL · 53%

Score Breakdown

SCComposite · 41/100

Component	Score	Max	%
Market Position	27	35	77%
Financial Health	0	25	0%
Operational Quality	0	20	0%
Competitive Moat	6	20	29%

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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