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

HOSP

ST LUKE HOSPITAL ANDERSON CAMPUS

CCN 390326|LOC EASTON, PA|BEDS 193|NPR $433.0M|MARGIN 20.6%

B-

SeekingChartis Score

INVESTMENT THESIS

Buy: ST LUKE HOSPITAL ANDERSON CAMPUS

/ 100 (B)

+$31.9M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$433.0M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

59%

CATALYSTS

▲RCM uplift of $31.9M (+736bps)

RISKS

▼Elevated distress risk (41%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$433.0M

Net Patient Revenue

20.6%

Operating Margin

$89.0M

Net Income

193

Licensed Beds

$2,244K

Revenue per Bed

$344.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 30%■ MEDICAID · 11%■ COMMERCIAL · 58%

Score Breakdown

SCComposite · 66/100

Component	Score	Max	%
Market Position	19	35	54%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	9	20	43%

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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