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HOSP

UCSF MEDICAL CENTER

CCN 050454|LOC SAN FRANCISCO, CA|BEDS 834|NPR $5,436.4M|MARGIN -5.4%

C+

SeekingChartis Score

INVESTMENT THESIS

Buy: UCSF MEDICAL CENTER

/ 100 (B)

+$400.2M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$5.44B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

64%

CATALYSTS

▲RCM uplift of $400.2M (+736bps)

▲Platform-sized facility

RISKS

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$5,436.4M

Net Patient Revenue

-5.4%

Operating Margin

$-291.8M

Net Income

834

Licensed Beds

$6,518K

Revenue per Bed

$5,728.2M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 25%■ MEDICAID · 13%■ COMMERCIAL · 62%

Score Breakdown

SCComposite · 60/100

Component	Score	Max	%
Market Position	34	35	96%
Financial Health	7	25	26%
Operational Quality	0	20	0%
Competitive Moat	8	20	40%

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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