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

HOSP

ST ANTHONY HOSPITAL

CCN 370037|LOC OKLAHOMA CITY, OK|BEDS 430|NPR $711.2M|MARGIN -10.3%

SeekingChartis Score

INVESTMENT THESIS

Selective: ST ANTHONY HOSPITAL

/ 100 (C)

+$52.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$711.2M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

52%

CATALYSTS

▲RCM uplift of $52.3M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (48%)

▼High Medicaid exposure (30%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$711.2M

Net Patient Revenue

-10.3%

Operating Margin

$-73.5M

Net Income

430

Licensed Beds

$1,654K

Revenue per Bed

$784.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 24%■ MEDICAID · 30%■ COMMERCIAL · 46%

Score Breakdown

SCComposite · 48/100

Component	Score	Max	%
Market Position	27	35	78%
Financial Health	5	25	21%
Operational Quality	0	20	0%
Competitive Moat	6	20	29%

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
370008	NORMAN REGIONAL HOSPITAL AUTHORITY	322	$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

MORE IN OKStart Diligence · creates a deal from HCRIS