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

HOSP

SIBLEY MEDICAL CENTER

CCN 241311|LOC ARLINGTON, MN|BEDS 20|NPR $19.8M|MARGIN 21.4%

SeekingChartis Score

INVESTMENT THESIS

Pass: SIBLEY MEDICAL CENTER

/ 100 (D)

+$1.5M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$19.8M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

39%

CATALYSTS

RISKS

▼High Medicare dependence (64%)

▼Elevated distress risk (61%)

▼Small facility — limited scale economies

Speculative — only pursue if turnaround thesis is strong and entry multiple reflects risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$19.8M

Net Patient Revenue

21.4%

Operating Margin

$4.2M

Net Income

Licensed Beds

$988K

Revenue per Bed

$15.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 64%■ MEDICAID · 2%■ COMMERCIAL · 34%

Score Breakdown

SCComposite · 48/100

Component	Score	Max	%
Market Position	7	35	20%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	6	20	31%

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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