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

HOSP

BHC FREMONT

CCN 054110|LOC FREMONT, CA|BEDS 148|NPR $73.9M|MARGIN 26.3%

SeekingChartis Score

INVESTMENT THESIS

Selective: BHC FREMONT

/ 100 (C)

+$5.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$73.9M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

51%

CATALYSTS

▲RCM uplift of $5.4M (+736bps)

RISKS

▼Elevated distress risk (49%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$73.9M

Net Patient Revenue

26.3%

Operating Margin

$19.4M

Net Income

148

Licensed Beds

$499K

Revenue per Bed

$54.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 9%■ MEDICAID · 19%■ COMMERCIAL · 72%

Score Breakdown

SCComposite · 58/100

Component	Score	Max	%
Market Position	14	35	39%
Financial Health	25	25	100%
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

MORE IN CAStart Diligence · creates a deal from HCRIS