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HOSP

MEMORIAL HERMANN HOSPITAL SYS

CCN 450184|LOC HOUSTON, TX|BEDS 1,417|NPR $2,145.2M|MARGIN 7.3%

SeekingChartis Score

INVESTMENT THESIS

Selective: MEMORIAL HERMANN HOSPITAL SYS

/ 100 (C)

+$157.9M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$2.15B

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

▲RCM uplift of $157.9M (+736bps)

▲Platform-sized facility

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

$2,145.2M

Net Patient Revenue

7.3%

Operating Margin

$155.8M

Net Income

1417

Licensed Beds

$1,514K

Revenue per Bed

$1,989.4M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 16%■ MEDICAID · 9%■ COMMERCIAL · 75%

Score Breakdown

SCComposite · 73/100

Component	Score	Max	%
Market Position	32	35	90%
Financial Health	16	25	65%
Operational Quality	0	20	0%
Competitive Moat	11	20	55%

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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