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HOSP

MONROE CLINIC

CCN 520028|LOC MONROE, WI|BEDS 58|NPR $195.3M|MARGIN -4.4%

SeekingChartis Score

INVESTMENT THESIS

Buy: MONROE CLINIC

/ 100 (B)

+$14.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$195.3M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

▲RCM uplift of $14.4M (+736bps)

RISKS

▼Elevated distress risk (47%)

▼Small facility — limited scale economies

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$195.3M

Net Patient Revenue

-4.4%

Operating Margin

$-8.5M

Net Income

Licensed Beds

$3,367K

Revenue per Bed

$203.8M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 36%■ MEDICAID · 5%■ COMMERCIAL · 59%

Score Breakdown

SCComposite · 26/100

Component	Score	Max	%
Market Position	13	35	38%
Financial Health	7	25	27%
Operational Quality	0	20	0%
Competitive Moat	1	20	4%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
520002	ASPIRUS STEVENS POINT HOSPITAL	82	$0M
520004	MCHS FRANCISCAN HEALTHCARE INC	103	$0M
520008	WAUKESHA MEMORIAL HOSPITAL	270	$0M
520009	ASCENSION NE WISCONSIN-ST. ELIZABETH	287	$0M
520011	LAKEVIEW MEDICAL CENTER OF RICE LAKE	40	$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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