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HOSP

GOOD SHEPHERD REHABILITATION HOSPITA

CCN 393035|LOC ALLENTOWN, PA|BEDS 94|NPR $100.9M|MARGIN -19.1%

SeekingChartis Score

INVESTMENT THESIS

Selective: GOOD SHEPHERD REHABILITATION HOSPIT

/ 100 (C)

+$7.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$100.9M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

▲RCM uplift of $7.4M (+736bps)

RISKS

▼Elevated distress risk (47%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$100.9M

Net Patient Revenue

-19.1%

Operating Margin

$-19.3M

Net Income

Licensed Beds

$1,074K

Revenue per Bed

$120.2M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 43%■ MEDICAID · 2%■ COMMERCIAL · 55%

Score Breakdown

SCComposite · 21/100

Component	Score	Max	%
Market Position	13	35	37%
Financial Health	3	25	12%
Operational Quality	0	20	0%
Competitive Moat	1	20	6%

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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