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HOSP

DELL SETON MEDICAL CENTER AT THE UNI

CCN 450124|LOC AUSTIN, TX|BEDS 225|NPR $438.6M|MARGIN -4.2%

SeekingChartis Score

INVESTMENT THESIS

Selective: DELL SETON MEDICAL CENTER AT THE UN

/ 100 (C)

+$32.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$438.6M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

66%

CATALYSTS

▲RCM uplift of $32.3M (+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

$438.6M

Net Patient Revenue

-4.2%

Operating Margin

$-18.3M

Net Income

225

Licensed Beds

$1,949K

Revenue per Bed

$457.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 15%■ MEDICAID · 3%■ COMMERCIAL · 83%

Score Breakdown

SCComposite · 37/100

Component	Score	Max	%
Market Position	20	35	57%
Financial Health	7	25	28%
Operational Quality	0	20	0%
Competitive Moat	3	20	15%

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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