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HOSP

NYU LANGONE HOSPITALS

CCN 330214|LOC NEW YORK, NY|BEDS 1,618|NPR $7,240.7M|MARGIN -7.8%

C+

SeekingChartis Score

INVESTMENT THESIS

Selective: NYU LANGONE HOSPITALS

/ 100 (C)

+$533.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$7.24B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

61%

CATALYSTS

▲RCM uplift of $533.0M (+736bps)

▲Platform-sized facility

RISKS

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$7,240.7M

Net Patient Revenue

-7.8%

Operating Margin

$-567.9M

Net Income

1618

Licensed Beds

$4,475K

Revenue per Bed

$7,808.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 28%■ MEDICAID · 7%■ COMMERCIAL · 65%

Score Breakdown

SCComposite · 60/100

Component	Score	Max	%
Market Position	34	35	98%
Financial Health	6	25	24%
Operational Quality	0	20	0%
Competitive Moat	8	20	40%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
330004	THE KINGSTON HOSPITAL	147	$0M
330005	KALEIDA HEALTH	954	$0M
330006	ST. JOSEPHS MEDICAL CENTER	106	$0M
330008	WYOMING COUNTY COMMUNITY HOSPITAL	47	$0M
330009	BRONXCARE HEALTH SYSTEM	454	$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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