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

HOSP

HEALTHEAST ST JOHNS HOSPITAL

CCN 240210|LOC MAPLEWOOD, MN|BEDS 184|NPR $375.8M|MARGIN -7.7%

SeekingChartis Score

INVESTMENT THESIS

Selective: HEALTHEAST ST JOHNS HOSPITAL

/ 100 (C)

+$27.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$375.8M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

62%

CATALYSTS

▲RCM uplift of $27.7M (+736bps)

RISKS

Hold / Selective — investigate specific opportunities but be prepared for execution risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$375.8M

Net Patient Revenue

-7.7%

Operating Margin

$-28.9M

Net Income

184

Licensed Beds

$2,042K

Revenue per Bed

$404.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 22%■ MEDICAID · 6%■ COMMERCIAL · 72%

Score Breakdown

SCComposite · 33/100

Component	Score	Max	%
Market Position	18	35	53%
Financial Health	6	25	24%
Operational Quality	0	20	0%
Competitive Moat	2	20	12%

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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