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HOSP

ST. LUKES SOUTH

CCN 170185|LOC OVERLAND PARK, KS|BEDS 91|NPR $218.2M|MARGIN -13.1%

SeekingChartis Score

INVESTMENT THESIS

Selective: ST. LUKES SOUTH

/ 100 (C)

+$16.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$218.2M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

56%

CATALYSTS

▲RCM uplift of $16.1M (+736bps)

RISKS

▼Elevated distress risk (44%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$218.2M

Net Patient Revenue

-13.1%

Operating Margin

$-28.7M

Net Income

Licensed Beds

$2,398K

Revenue per Bed

$246.9M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 40%■ MEDICAID · 2%■ COMMERCIAL · 57%

Score Breakdown

SCComposite · 25/100

Component	Score	Max	%
Market Position	14	35	41%
Financial Health	4	25	18%
Operational Quality	0	20	0%
Competitive Moat	1	20	6%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
170006	VIA CHRISTI HOSPITAL PITTSBURG INC.	64	$0M
170009	SAINT JOHN HOSPITAL	22	$0M
170012	SALINA REGIONAL HEALTH CENTER	177	$0M
170013	HAYS MEDICAL CENTER INC.	136	$0M
170014	ADVENTHEALTH OTTAWA	36	$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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