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HOSP

LUCILE PACKARD CHILDRENS HOSPITAL

CCN 053305|LOC PALO ALTO, CA|BEDS 394|NPR $2,392.7M|MARGIN -0.8%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: LUCILE PACKARD CHILDRENS HOSPITAL

/ 100 (C)

+$176.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$2.39B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

61%

CATALYSTS

▲RCM uplift of $176.1M (+736bps)

▲Platform-sized facility

RISKS

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$2,392.7M

Net Patient Revenue

-0.8%

Operating Margin

$-19.5M

Net Income

394

Licensed Beds

$6,073K

Revenue per Bed

$2,412.3M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 0%■ MEDICAID · 21%■ COMMERCIAL · 79%

Score Breakdown

SCComposite · 52/100

Component	Score	Max	%
Market Position	29	35	82%
Financial Health	8	25	31%
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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