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HOSP

FOUR WINDS INC.

CCN 334002|LOC KATONAH, NY|BEDS 175|NPR $51.7M|MARGIN -17.8%

SeekingChartis Score

INVESTMENT THESIS

Pass: FOUR WINDS INC.

/ 100 (D)

+$3.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$51.7M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

41%

CATALYSTS

RISKS

▼Elevated distress risk (59%)

▼High Medicaid exposure (59%)

Speculative — only pursue if turnaround thesis is strong and entry multiple reflects risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$51.7M

Net Patient Revenue

-17.8%

Operating Margin

$-9.2M

Net Income

175

Licensed Beds

$295K

Revenue per Bed

$60.8M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 0%■ MEDICAID · 59%■ COMMERCIAL · 41%

Score Breakdown

SCComposite · 24/100

Component	Score	Max	%
Market Position	14	35	39%
Financial Health	3	25	13%
Operational Quality	0	20	0%
Competitive Moat	2	20	12%

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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