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HOSP

MAYO CLNIC HLTH SYS-ALBRT LEA AUSTIN

CCN 240043|LOC AUSTIN, MN|BEDS 79|NPR $271.9M|MARGIN -16.6%

SeekingChartis Score

INVESTMENT THESIS

Buy: MAYO CLNIC HLTH SYS-ALBRT LEA AUSTI

/ 100 (B)

+$20.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$271.9M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

50%

CATALYSTS

▲RCM uplift of $20.0M (+736bps)

RISKS

▼Elevated distress risk (50%)

▼High Medicaid exposure (24%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$271.9M

Net Patient Revenue

-16.6%

Operating Margin

$-45.1M

Net Income

Licensed Beds

$3,442K

Revenue per Bed

$317.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 32%■ MEDICAID · 24%■ COMMERCIAL · 44%

Score Breakdown

SCComposite · 24/100

Component	Score	Max	%
Market Position	15	35	42%
Financial Health	4	25	14%
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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