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HOSP

STRONG MEMORIAL HOSPITAL

CCN 330285|LOC ROCHESTER, NY|BEDS 749|NPR $3,314.8M|MARGIN 5.2%

SeekingChartis Score

INVESTMENT THESIS

Buy: STRONG MEMORIAL HOSPITAL

/ 100 (B)

+$244.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$3.31B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

66%

CATALYSTS

▲RCM uplift of $244.0M (+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

$3,314.8M

Net Patient Revenue

5.2%

Operating Margin

$172.1M

Net Income

749

Licensed Beds

$4,426K

Revenue per Bed

$3,142.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 15%■ MEDICAID · 5%■ COMMERCIAL · 81%

Score Breakdown

SCComposite · 71/100

Component	Score	Max	%
Market Position	33	35	93%
Financial Health	14	25	56%
Operational Quality	0	20	0%
Competitive Moat	10	20	50%

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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