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HOSP

ST. JOHNS REGIONAL MEDICAL CENTER

CCN 050082|LOC OXNARD, CA|BEDS 298|NPR $553.4M|MARGIN -11.9%

SeekingChartis Score

INVESTMENT THESIS

Selective: ST. JOHNS REGIONAL MEDICAL CENTER

/ 100 (C)

+$40.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$553.4M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

55%

CATALYSTS

▲RCM uplift of $40.7M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (45%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$553.4M

Net Patient Revenue

-11.9%

Operating Margin

$-65.6M

Net Income

298

Licensed Beds

$1,857K

Revenue per Bed

$619.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 37%■ MEDICAID · 5%■ COMMERCIAL · 58%

Score Breakdown

SCComposite · 39/100

Component	Score	Max	%
Market Position	23	35	65%
Financial Health	5	25	19%
Operational Quality	0	20	0%
Competitive Moat	4	20	20%

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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