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HOSP

KINDRED HOSPITAL SOUTH BAY

CCN 052050|LOC GARDENA, CA|BEDS 59|NPR $39.5M|MARGIN -1.6%

SeekingChartis Score

INVESTMENT THESIS

Pass: KINDRED HOSPITAL SOUTH BAY

/ 100 (D)

+$2.9M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$39.5M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

58%

CATALYSTS

RISKS

▼Elevated distress risk (42%)

▼Small facility — limited scale economies

Speculative — only pursue if turnaround thesis is strong and entry multiple reflects risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$39.5M

Net Patient Revenue

-1.6%

Operating Margin

$-0.6M

Net Income

Licensed Beds

$670K

Revenue per Bed

$40.1M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 55%■ MEDICAID · 3%■ COMMERCIAL · 42%

Score Breakdown

SCComposite · 23/100

Component	Score	Max	%
Market Position	10	35	28%
Financial Health	8	25	30%
Operational Quality	0	20	0%
Competitive Moat	1	20	4%

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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