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

HOSP

CHILDRENS HOSPITAL

CCN 193300|LOC NEW ORLEANS, LA|BEDS 189|NPR $523.4M|MARGIN 6.7%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: CHILDRENS HOSPITAL

/ 100 (C)

+$38.5M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$523.4M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

42%

CATALYSTS

▲RCM uplift of $38.5M (+736bps)

RISKS

▼Elevated distress risk (58%)

▼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

$523.4M

Net Patient Revenue

6.7%

Operating Margin

$35.0M

Net Income

189

Licensed Beds

$2,769K

Revenue per Bed

$488.4M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 1%■ MEDICAID · 73%■ COMMERCIAL · 26%

Score Breakdown

SCComposite · 50/100

Component	Score	Max	%
Market Position	19	35	55%
Financial Health	16	25	62%
Operational Quality	0	20	0%
Competitive Moat	5	20	26%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
190002	LAFAYETTE GENERAL MEDICAL CENTER	390	$0M
190004	THIBODAUX REGIONAL HEALTH SYSTEM	164	$0M
190005	UNIVERSITY MEDICAL CTR. AT NEW ORLEA	310	$0M
190006	UNIVERSITY HOSPITAL & CLINICS	52	$0M
190007	NATCHITOCHES REGIONAL MEDICAL CENTER	81	$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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