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

HOSP

MERCY HOSPITAL ARDMORE

CCN 370047|LOC ARDMORE, OK|BEDS 140|NPR $158.8M|MARGIN -1.1%

SeekingChartis Score

INVESTMENT THESIS

Selective: MERCY HOSPITAL ARDMORE

/ 100 (C)

+$11.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$158.8M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

46%

CATALYSTS

▲RCM uplift of $11.7M (+736bps)

RISKS

▼Elevated distress risk (54%)

▼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

$158.8M

Net Patient Revenue

-1.1%

Operating Margin

$-1.8M

Net Income

140

Licensed Beds

$1,134K

Revenue per Bed

$160.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 37%■ MEDICAID · 24%■ COMMERCIAL · 38%

Score Breakdown

SCComposite · 31/100

Component	Score	Max	%
Market Position	15	35	43%
Financial Health	8	25	31%
Operational Quality	0	20	0%
Competitive Moat	2	20	9%

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

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