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

HOSP

FRANCISCAN HEALTH RENSSELAER

CCN 151324|LOC RENSSELAER, IN|BEDS 25|NPR $31.5M|MARGIN -19.9%

SeekingChartis Score

INVESTMENT THESIS

Selective: FRANCISCAN HEALTH RENSSELAER

/ 100 (C)

+$2.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$31.5M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

45%

CATALYSTS

RISKS

▼High Medicare dependence (56%)

▼Elevated distress risk (55%)

▼Small facility — limited scale economies

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$31.5M

Net Patient Revenue

-19.9%

Operating Margin

$-6.3M

Net Income

Licensed Beds

$1,258K

Revenue per Bed

$37.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 56%■ MEDICAID · 1%■ COMMERCIAL · 44%

Score Breakdown

SCComposite · 14/100

Component	Score	Max	%
Market Position	8	35	24%
Financial Health	3	25	11%
Operational Quality	0	20	0%
Competitive Moat	0	20	2%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
150001	JOHNSON MEMORIAL HOSPITAL	58	$0M
150002	METHODIST HOSPITALS INC	405	$0M
150004	FRANCISCAN HEALTH HAMMOND	10	$0M
150005	HENDRICKS REGIONAL HEALTH	130	$0M
150006	LAPORTE HOSPITAL	74	$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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