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

HOSP

MAYO CLINIC HEALTH SYSTEM - RED WING

CCN 240018|LOC RED WING, MN|BEDS 27|NPR $149.3M|MARGIN 1.8%

SeekingChartis Score

INVESTMENT THESIS

Selective: MAYO CLINIC HEALTH SYSTEM - RED WIN

/ 100 (C)

+$11.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$149.3M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

▲RCM uplift of $11.0M (+736bps)

RISKS

▼Elevated distress risk (47%)

▼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

$149.3M

Net Patient Revenue

1.8%

Operating Margin

$2.6M

Net Income

Licensed Beds

$5,531K

Revenue per Bed

$146.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 40%■ MEDICAID · 12%■ COMMERCIAL · 48%

Score Breakdown

SCComposite · 28/100

Component	Score	Max	%
Market Position	12	35	33%
Financial Health	10	25	40%
Operational Quality	0	20	0%
Competitive Moat	1	20	5%

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
240010	MAYO CLINIC HOSPITAL ROCHESTER	1,157	$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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