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

HOSP

SAN JOAQUIN GENERAL HOSPITAL

CCN 050167|LOC FRENCH CAMP, CA|BEDS 206|NPR $300.0M|MARGIN -59.8%

SeekingChartis Score

INVESTMENT THESIS

Selective: SAN JOAQUIN GENERAL HOSPITAL

/ 100 (C)

+$22.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$300.0M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

55%

CATALYSTS

▲RCM uplift of $22.1M (+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

$300.0M

Net Patient Revenue

-59.8%

Operating Margin

$-179.4M

Net Income

206

Licensed Beds

$1,456K

Revenue per Bed

$479.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 10%■ MEDICAID · 21%■ COMMERCIAL · 68%

Score Breakdown

SCComposite · 27/100

Component	Score	Max	%
Market Position	19	35	53%
Financial Health	0	25	0%
Operational Quality	0	20	0%
Competitive Moat	3	20	14%

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