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HOSP

CHILDRENS HOSPITAL OF SAN ANTONIO

CCN 453315|LOC SAN ANTONIO, TX|BEDS 174|NPR $376.5M|MARGIN -2.8%

SeekingChartis Score

INVESTMENT THESIS

Selective: CHILDRENS HOSPITAL OF SAN ANTONIO

/ 100 (C)

+$27.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$376.5M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

56%

CATALYSTS

▲RCM uplift of $27.7M (+736bps)

RISKS

▼Elevated distress risk (44%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$376.5M

Net Patient Revenue

-2.8%

Operating Margin

$-10.5M

Net Income

174

Licensed Beds

$2,164K

Revenue per Bed

$387.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 0%■ MEDICAID · 7%■ COMMERCIAL · 93%

Score Breakdown

SCComposite · 35/100

Component	Score	Max	%
Market Position	18	35	52%
Financial Health	7	25	29%
Operational Quality	0	20	0%
Competitive Moat	2	20	12%

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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