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HOSP

ST. LUKES EAST - LEES SUMMIT

CCN 260216|LOC LEES SUMMIT, MO|BEDS 216|NPR $318.1M|MARGIN -5.8%

SeekingChartis Score

INVESTMENT THESIS

Selective: ST. LUKES EAST - LEES SUMMIT

/ 100 (C)

+$23.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$318.1M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

60%

CATALYSTS

▲RCM uplift of $23.4M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (40%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$318.1M

Net Patient Revenue

-5.8%

Operating Margin

$-18.5M

Net Income

216

Licensed Beds

$1,473K

Revenue per Bed

$336.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 32%■ MEDICAID · 5%■ COMMERCIAL · 64%

Score Breakdown

SCComposite · 35/100

Component	Score	Max	%
Market Position	19	35	54%
Financial Health	6	25	26%
Operational Quality	0	20	0%
Competitive Moat	3	20	14%

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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