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HOSP

LEHIGH VALLEY

CCN 390133|LOC ALLENTOWN, PA|BEDS 1,190|NPR $2,843.4M|MARGIN -5.9%

SeekingChartis Score

INVESTMENT THESIS

Buy: LEHIGH VALLEY

/ 100 (B)

+$209.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$2.84B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

56%

CATALYSTS

▲RCM uplift of $209.3M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (44%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$2,843.4M

Net Patient Revenue

-5.9%

Operating Margin

$-167.1M

Net Income

1190

Licensed Beds

$2,389K

Revenue per Bed

$3,010.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 29%■ MEDICAID · 8%■ COMMERCIAL · 63%

Score Breakdown

SCComposite · 58/100

Component	Score	Max	%
Market Position	32	35	92%
Financial Health	6	25	26%
Operational Quality	0	20	0%
Competitive Moat	8	20	40%

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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