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HOSP

THE JOHNS HOPKINS HOSPITAL

CCN 210009|LOC BALTIMORE, MD|BEDS 1,038|NPR $2,465.6M|MARGIN -24.8%

C-

SeekingChartis Score

INVESTMENT THESIS

Buy: THE JOHNS HOPKINS HOSPITAL

/ 100 (B)

+$181.5M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$2.47B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

50%

CATALYSTS

▲RCM uplift of $181.5M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (50%)

Buy — solid fundamentals with identifiable value creation levers. Proceed to detailed diligence.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$2,465.6M

Net Patient Revenue

-24.8%

Operating Margin

$-611.5M

Net Income

1038

Licensed Beds

$2,375K

Revenue per Bed

$3,077.1M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 26%■ MEDICAID · 13%■ COMMERCIAL · 61%

Score Breakdown

SCComposite · 52/100

Component	Score	Max	%
Market Position	32	35	91%
Financial Health	1	25	6%
Operational Quality	0	20	0%
Competitive Moat	8	20	40%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
210001	MERITUS MEDICAL CENTER	265	$0M
210002	UNIVERSITY OF MARYLAND MED SYS	779	$0M
210003	UNIV OF MD CAPITAL REGION MED CTR	220	$0M
210004	HOLY CROSS HOSPITAL	399	$0M
210005	FREDERICK MEMORIAL HOSPITAL	279	$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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