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

HOSP

HENRY J. CARTER

CCN 332008|LOC NEW YORK, NY|BEDS 201|NPR $128.1M|MARGIN -27.4%

SeekingChartis Score

INVESTMENT THESIS

Selective: HENRY J. CARTER

/ 100 (C)

+$9.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$128.1M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

40%

CATALYSTS

▲RCM uplift of $9.4M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (60%)

▼High Medicaid exposure (43%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$128.1M

Net Patient Revenue

-27.4%

Operating Margin

$-35.0M

Net Income

201

Licensed Beds

$637K

Revenue per Bed

$163.1M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 13%■ MEDICAID · 43%■ COMMERCIAL · 44%

Score Breakdown

SCComposite · 25/100

Component	Score	Max	%
Market Position	17	35	47%
Financial Health	1	25	3%
Operational Quality	0	20	0%
Competitive Moat	3	20	13%

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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