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

HOSP

NORMAN REGIONAL HOSPITAL AUTHORITY

CCN 370008|LOC NORMAN, OK|BEDS 322|NPR $540.7M|MARGIN -8.1%

SeekingChartis Score

INVESTMENT THESIS

Selective: NORMAN REGIONAL HOSPITAL AUTHORITY

/ 100 (C)

+$39.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$540.7M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

48%

CATALYSTS

▲RCM uplift of $39.8M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (52%)

▼High Medicaid exposure (24%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$540.7M

Net Patient Revenue

-8.1%

Operating Margin

$-43.9M

Net Income

322

Licensed Beds

$1,679K

Revenue per Bed

$584.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 30%■ MEDICAID · 24%■ COMMERCIAL · 47%

Score Breakdown

SCComposite · 42/100

Component	Score	Max	%
Market Position	23	35	67%
Financial Health	6	25	23%
Operational Quality	0	20	0%
Competitive Moat	4	20	21%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
370001	HILLCREST MEDICAL CENTER	424	$0M
370002	ALLIANCEHEALTH WOODWARD	40	$0M
370004	INTEGRIS MIAMI HOSPITAL	36	$0M
370006	PONCA CITY MEDICAL CENTER	47	$0M
370013	MERCY HOSPITAL OKC	344	$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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