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HOSP

KFH - SOUTH BAY

CCN 050411|LOC HARBOR CITY, CA|BEDS 257|NPR $563.6M|MARGIN 4.5%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: KFH - SOUTH BAY

/ 100 (C)

+$41.5M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$563.6M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

56%

CATALYSTS

▲RCM uplift of $41.5M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (44%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$563.6M

Net Patient Revenue

4.5%

Operating Margin

$25.5M

Net Income

257

Licensed Beds

$2,193K

Revenue per Bed

$538.1M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 4%■ MEDICAID · 1%■ COMMERCIAL · 95%

Score Breakdown

SCComposite · 50/100

Component	Score	Max	%
Market Position	21	35	61%
Financial Health	13	25	53%
Operational Quality	0	20	0%
Competitive Moat	5	20	26%

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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