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HOSP

UT MD ANDERSON CANCER CENTER

CCN 450076|LOC HOUSTON, TX|BEDS 721|NPR $4,900.4M|MARGIN -0.8%

C+

SeekingChartis Score

INVESTMENT THESIS

Buy: UT MD ANDERSON CANCER CENTER

/ 100 (B)

+$360.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$4.90B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

65%

CATALYSTS

▲RCM uplift of $360.7M (+736bps)

▲Platform-sized facility

RISKS

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$4,900.4M

Net Patient Revenue

-0.8%

Operating Margin

$-39.2M

Net Income

721

Licensed Beds

$6,797K

Revenue per Bed

$4,939.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 32%■ MEDICAID · 0%■ COMMERCIAL · 67%

Score Breakdown

SCComposite · 62/100

Component	Score	Max	%
Market Position	33	35	96%
Financial Health	8	25	31%
Operational Quality	0	20	0%
Competitive Moat	8	20	40%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
450002	THE HOSPITALS OF PROVIDENCE-MEMORIAL	410	$0M
450007	PETERSON REGIONAL MEDICAL CENTER	98	$0M
450010	UNITED REGIONAL HEALTH CARE SYSTEM	244	$0M
450011	ST. JOSEPH REGIONAL HEALTH CENTER	298	$0M
450015	DALLAS CO. HOSP. DIST.	786	$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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