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

HOSP

KFH - SOUTH SAN FRANCISCO

CCN 050070|LOC SOUTH SAN FRANCISCO, CA|BEDS 120|NPR $284.6M|MARGIN -0.0%

SeekingChartis Score

INVESTMENT THESIS

Selective: KFH - SOUTH SAN FRANCISCO

/ 100 (C)

+$20.9M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$284.6M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

58%

CATALYSTS

▲RCM uplift of $20.9M (+736bps)

RISKS

▼Elevated distress risk (42%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$284.6M

Net Patient Revenue

-0.0%

Operating Margin

$-0.1M

Net Income

120

Licensed Beds

$2,371K

Revenue per Bed

$284.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 4%■ MEDICAID · 0%■ COMMERCIAL · 95%

Score Breakdown

SCComposite · 32/100

Component	Score	Max	%
Market Position	16	35	45%
Financial Health	8	25	32%
Operational Quality	0	20	0%
Competitive Moat	2	20	8%

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

MORE IN CAStart Diligence · creates a deal from HCRIS