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

HOSP

ST LUKES HOSPITAL AT THE VINTAGE

CCN 670075|LOC HOUSTON, TX|BEDS 94|NPR $103.2M|MARGIN -10.4%

SeekingChartis Score

INVESTMENT THESIS

Selective: ST LUKES HOSPITAL AT THE VINTAGE

/ 100 (C)

+$7.6M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$103.2M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

57%

CATALYSTS

▲RCM uplift of $7.6M (+736bps)

RISKS

▼Elevated distress risk (43%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$103.2M

Net Patient Revenue

-10.4%

Operating Margin

$-10.7M

Net Income

Licensed Beds

$1,097K

Revenue per Bed

$113.9M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 15%■ MEDICAID · 12%■ COMMERCIAL · 73%

Score Breakdown

SCComposite · 24/100

Component	Score	Max	%
Market Position	13	35	37%
Financial Health	5	25	21%
Operational Quality	0	20	0%
Competitive Moat	1	20	6%

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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