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

HOSP

THOMAS JEFFERSON UNIV. HOSPITAL

CCN 390174|LOC PHILADELPHIA, PA|BEDS 868|NPR $1,932.3M|MARGIN -23.1%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: THOMAS JEFFERSON UNIV. HOSPITAL

/ 100 (C)

+$142.2M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$1.93B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

57%

CATALYSTS

▲RCM uplift of $142.2M (+736bps)

▲Platform-sized facility

RISKS

▼Elevated distress risk (43%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$1,932.3M

Net Patient Revenue

-23.1%

Operating Margin

$-445.5M

Net Income

868

Licensed Beds

$2,226K

Revenue per Bed

$2,377.8M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 24%■ MEDICAID · 5%■ COMMERCIAL · 71%

Score Breakdown

SCComposite · 52/100

Component	Score	Max	%
Market Position	31	35	90%
Financial Health	2	25	7%
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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