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

HOSP

NEMOURS CHILDRENS HOSPITAL

CCN 103304|LOC ORLANDO, FL|BEDS 130|NPR $268.7M|MARGIN -10.2%

SeekingChartis Score

INVESTMENT THESIS

Selective: NEMOURS CHILDRENS HOSPITAL

/ 100 (C)

+$19.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$268.7M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

39%

CATALYSTS

▲RCM uplift of $19.8M (+736bps)

RISKS

▼Elevated distress risk (61%)

▼High Medicaid exposure (73%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$268.7M

Net Patient Revenue

-10.2%

Operating Margin

$-27.3M

Net Income

130

Licensed Beds

$2,067K

Revenue per Bed

$296.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 0%■ MEDICAID · 73%■ COMMERCIAL · 27%

Score Breakdown

SCComposite · 29/100

Component	Score	Max	%
Market Position	16	35	46%
Financial Health	5	25	21%
Operational Quality	0	20	0%
Competitive Moat	2	20	9%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
100001	SHANDS JACKSONVILLE MEDICAL CENTER	481	$0M
100002	BETHESDA HOSPITAL	406	$0M
100006	ORLANDO HEALTH	1,507	$0M
100007	ADVENTHEALTH ORLANDO	2,738	$0M
100008	BAPTIST HOSPITAL	948	$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 FLStart Diligence · creates a deal from HCRIS