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HOSP

KFH - VALLEJO

CCN 050073|LOC VALLEJO, CA|BEDS 184|NPR $531.7M|MARGIN 0.3%

SeekingChartis Score

INVESTMENT THESIS

Selective: KFH - VALLEJO

/ 100 (C)

+$39.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$531.7M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

54%

CATALYSTS

▲RCM uplift of $39.1M (+736bps)

RISKS

▼Elevated distress risk (46%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$531.7M

Net Patient Revenue

0.3%

Operating Margin

$1.8M

Net Income

184

Licensed Beds

$2,890K

Revenue per Bed

$529.9M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 7%■ MEDICAID · 11%■ COMMERCIAL · 82%

Score Breakdown

SCComposite · 38/100

Component	Score	Max	%
Market Position	19	35	55%
Financial Health	8	25	34%
Operational Quality	0	20	0%
Competitive Moat	3	20	13%

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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