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

HOSP

SAINT LUKES NORTH HOSPITAL

CCN 260062|LOC KANSAS CITY, MO|BEDS 108|NPR $183.6M|MARGIN -6.4%

SeekingChartis Score

INVESTMENT THESIS

Selective: SAINT LUKES NORTH HOSPITAL

/ 100 (C)

+$13.5M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$183.6M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

55%

CATALYSTS

▲RCM uplift of $13.5M (+736bps)

RISKS

▼Elevated distress risk (45%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$183.6M

Net Patient Revenue

-6.4%

Operating Margin

$-11.7M

Net Income

108

Licensed Beds

$1,700K

Revenue per Bed

$195.3M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 27%■ MEDICAID · 13%■ COMMERCIAL · 60%

Score Breakdown

SCComposite · 28/100

Component	Score	Max	%
Market Position	15	35	42%
Financial Health	6	25	25%
Operational Quality	0	20	0%
Competitive Moat	1	20	7%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
260001	MERCY HOSPITAL JOPLIN	242	$0M
260005	SSM HEALTH ST. JOSEPH HOSPITAL - SC	384	$0M
260006	HEARTLAND REGIONAL MEDICAL CENTER	352	$0M
260009	BOTHWELL REGIONAL HEALTH CENTER	108	$0M
260011	SSM HEALTH-ST. MARYS-JEFFERSON CITY	167	$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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