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

HOSP

THE CHILDRENS HOSPITAL OF PHILADELP

CCN 393303|LOC PHILADELPHIA, PA|BEDS 667|NPR $2,695.1M|MARGIN -26.8%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: THE CHILDRENS HOSPITAL OF PHILADELP

/ 100 (C)

+$198.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$2.70B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

62%

CATALYSTS

▲RCM uplift of $198.4M (+736bps)

▲Platform-sized facility

RISKS

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$2,695.1M

Net Patient Revenue

-26.8%

Operating Margin

$-722.6M

Net Income

667

Licensed Beds

$4,041K

Revenue per Bed

$3,417.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 0%■ MEDICAID · 6%■ COMMERCIAL · 94%

Score Breakdown

SCComposite · 51/100

Component	Score	Max	%
Market Position	32	35	92%
Financial Health	1	25	3%
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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