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HOSP

DANA-FARBER CANCER INSTITUTE

CCN 220162|LOC BOSTON, MA|BEDS 30|NPR $1,883.6M|MARGIN -35.1%

SeekingChartis Score

INVESTMENT THESIS

Selective: DANA-FARBER CANCER INSTITUTE

/ 100 (C)

+$138.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$1.88B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

98%

CATALYSTS

▲RCM uplift of $138.7M (+736bps)

RISKS

▼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

$1,883.6M

Net Patient Revenue

-35.1%

Operating Margin

$-660.4M

Net Income

Licensed Beds

$62,787K

Revenue per Bed

$2,544.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 35%■ MEDICAID · 2%■ COMMERCIAL · 63%

Score Breakdown

SCComposite · 22/100

Component	Score	Max	%
Market Position	17	35	49%
Financial Health	0	25	0%
Operational Quality	0	20	0%
Competitive Moat	0	20	2%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
220001	HEALTHALLIANCE-CLINTON	125	$0M
220002	MOUNT AUBURN HOSPITAL	186	$0M
220008	STURDY MEMORIAL HOSPITAL	125	$0M
220010	LAWRENCE GENERAL HOSPITAL	186	$0M
220011	CAMBRIDGE HEALTH ALLIANCE	225	$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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