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HOSP

ROBERT WOOD JOHNSON UNIVERSITY HOSPI

CCN 310038|LOC NEW BRUNSWICK, NJ|BEDS 639|NPR $1,410.7M|MARGIN -4.0%

SeekingChartis Score

INVESTMENT THESIS

Buy: ROBERT WOOD JOHNSON UNIVERSITY HOSP

/ 100 (B)

+$103.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$1.41B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

61%

CATALYSTS

▲RCM uplift of $103.8M (+736bps)

▲Platform-sized facility

RISKS

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$1,410.7M

Net Patient Revenue

-4.0%

Operating Margin

$-56.7M

Net Income

639

Licensed Beds

$2,208K

Revenue per Bed

$1,467.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 26%■ MEDICAID · 5%■ COMMERCIAL · 69%

Score Breakdown

SCComposite · 57/100

Component	Score	Max	%
Market Position	31	35	88%
Financial Health	7	25	28%
Operational Quality	0	20	0%
Competitive Moat	8	20	40%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
310001	HACKENSACK UNIVERSITY MEDICAL CENTER	779	$0M
310002	NEWARK BETH ISRAEL MEDICAL CENTER	422	$0M
310003	PALISADES MEDICAL CENTER	186	$0M
310005	HUNTERDON MEDICAL CENTER	184	$0M
310006	ST. MARYS HOSPITAL - PASSAIC	122	$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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