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HOSP

MAYO CLINIC HOSPITAL ROCHESTER

CCN 240010|LOC ROCHESTER, MN|BEDS 1,157|NPR $3,445.4M|MARGIN 31.8%

A+

SeekingChartis Score

INVESTMENT THESIS

Buy: MAYO CLINIC HOSPITAL ROCHESTER

/ 100 (B)

+$253.6M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$3.45B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

▲RCM uplift of $253.6M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (47%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$3,445.4M

Net Patient Revenue

31.8%

Operating Margin

$1,096.0M

Net Income

1157

Licensed Beds

$2,978K

Revenue per Bed

$2,349.4M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 33%■ MEDICAID · 14%■ COMMERCIAL · 52%

Score Breakdown

SCComposite · 90/100

Component	Score	Max	%
Market Position	33	35	93%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	14	20	70%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
240001	NORTH MEMORIAL HEALTH HOSPITAL	328	$0M
240002	ST. MARYS MEDICAL CENTER	329	$0M
240004	HENNEPIN COUNTY MEDICAL CENTER	335	$0M
240006	OLMSTED MEDICAL CENTER	61	$0M
240014	NORTHFIELD CITY HOSPITAL	37	$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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