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HOSP

CHILDRENS HOSPITAL CORPORATION

CCN 223302|LOC BOSTON, MA|BEDS 485|NPR $1,586.0M|MARGIN -27.2%

SeekingChartis Score

INVESTMENT THESIS

Buy: CHILDRENS HOSPITAL CORPORATION

/ 100 (B)

+$116.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$1.59B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

47%

CATALYSTS

▲RCM uplift of $116.7M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (53%)

▼High Medicaid exposure (47%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$1,586.0M

Net Patient Revenue

-27.2%

Operating Margin

$-431.2M

Net Income

485

Licensed Beds

$3,270K

Revenue per Bed

$2,017.2M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 1%■ MEDICAID · 47%■ COMMERCIAL · 53%

Score Breakdown

SCComposite · 47/100

Component	Score	Max	%
Market Position	31	35	87%
Financial Health	1	25	3%
Operational Quality	0	20	0%
Competitive Moat	6	20	32%

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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