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

HOSP

WOMANS HOSPITAL OF TEXAS

CCN 450674|LOC HOUSTON, TX|BEDS 252|NPR $435.4M|MARGIN 67.9%

B-

SeekingChartis Score

INVESTMENT THESIS

Selective: WOMANS HOSPITAL OF TEXAS

/ 100 (C)

+$32.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$435.4M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

65%

CATALYSTS

▲RCM uplift of $32.0M (+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

$435.4M

Net Patient Revenue

67.9%

Operating Margin

$295.5M

Net Income

252

Licensed Beds

$1,728K

Revenue per Bed

$139.8M

Operating Expenses

Payer Mix

PYR

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

Score Breakdown

SCComposite · 69/100

Component	Score	Max	%
Market Position	21	35	59%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	9	20	47%

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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