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HOSP

CALDWELL MEMORIAL HOSPITAL

CCN 340041|LOC LENOIR, NC|BEDS 137|NPR $166.2M|MARGIN -1.5%

SeekingChartis Score

INVESTMENT THESIS

Selective: CALDWELL MEMORIAL HOSPITAL

/ 100 (C)

+$12.2M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$166.2M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

54%

CATALYSTS

▲RCM uplift of $12.2M (+736bps)

RISKS

▼Elevated distress risk (46%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$166.2M

Net Patient Revenue

-1.5%

Operating Margin

$-2.6M

Net Income

137

Licensed Beds

$1,213K

Revenue per Bed

$168.8M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 20%■ MEDICAID · 4%■ COMMERCIAL · 76%

Score Breakdown

SCComposite · 31/100

Component	Score	Max	%
Market Position	15	35	43%
Financial Health	8	25	30%
Operational Quality	0	20	0%
Competitive Moat	2	20	9%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
340001	ATRIUM HEALTH CABARRUS	447	$0M
340002	MISSION HOSPITAL INC	733	$0M
340003	NORTHERN HOSP OF SURRY CO	100	$0M
340004	HIGH POINT MEDICAL CENTER	288	$0M
340008	SCOTLAND MEMORIAL HOSPITAL	104	$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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