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HOSP

ST. LUKES HOSPITAL

CCN 390049|LOC BETHLEHEM, PA|BEDS 633|NPR $8,944.2M|MARGIN 87.9%

A+

SeekingChartis Score

INVESTMENT THESIS

Buy: ST. LUKES HOSPITAL

/ 100 (B)

+$658.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$8.94B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

65%

CATALYSTS

▲RCM uplift of $658.4M (+736bps)

▲Platform-sized facility

RISKS

Buy — solid fundamentals with identifiable value creation levers. Proceed to detailed diligence.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$8,944.2M

Net Patient Revenue

87.9%

Operating Margin

$7,864.7M

Net Income

633

Licensed Beds

$14,130K

Revenue per Bed

$1,079.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 27%■ MEDICAID · 7%■ COMMERCIAL · 67%

Score Breakdown

SCComposite · 92/100

Component	Score	Max	%
Market Position	35	35	99%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	14	20	70%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
390001	COMMUNITY MEDICAL CENTER	266	$0M
390002	UPMC MCKEESPORT	186	$0M
390003	GEISINGER BLOOMSBURG HOSPITAL	40	$0M
390004	HOLY SPIRIT HOSPITAL	231	$0M
390006	GEISINGER MEDICAL CENTER	525	$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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