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HOSP

KFH - SAN FRANCISCO

CCN 050076|LOC SAN FRANCISCO, CA|BEDS 239|NPR $734.9M|MARGIN 2.6%

SeekingChartis Score

INVESTMENT THESIS

Buy: KFH - SAN FRANCISCO

/ 100 (B)

+$54.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$734.9M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

60%

CATALYSTS

▲RCM uplift of $54.1M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (40%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$734.9M

Net Patient Revenue

2.6%

Operating Margin

$19.2M

Net Income

239

Licensed Beds

$3,075K

Revenue per Bed

$715.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 3%■ MEDICAID · 6%■ COMMERCIAL · 92%

Score Breakdown

SCComposite · 46/100

Component	Score	Max	%
Market Position	22	35	61%
Financial Health	11	25	44%
Operational Quality	0	20	0%
Competitive Moat	4	20	21%

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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