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

HOSP

SAINT FRANCIS HOSPITAL

CCN 370091|LOC TULSA, OK|BEDS 888|NPR $1,436.5M|MARGIN 8.8%

B+

SeekingChartis Score

INVESTMENT THESIS

Selective: SAINT FRANCIS HOSPITAL

/ 100 (C)

+$105.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$1.44B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

49%

CATALYSTS

▲RCM uplift of $105.7M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (51%)

▼High Medicaid exposure (34%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$1,436.5M

Net Patient Revenue

8.8%

Operating Margin

$126.5M

Net Income

888

Licensed Beds

$1,618K

Revenue per Bed

$1,310.1M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 23%■ MEDICAID · 34%■ COMMERCIAL · 43%

Score Breakdown

SCComposite · 75/100

Component	Score	Max	%
Market Position	31	35	88%
Financial Health	18	25	72%
Operational Quality	0	20	0%
Competitive Moat	12	20	58%

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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