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

HOSP

BAYLOR S&W MEDICAL CENTER - MCKINNEY

CCN 670082|LOC MCKINNEY, TX|BEDS 189|NPR $286.8M|MARGIN 12.8%

C+

SeekingChartis Score

INVESTMENT THESIS

Selective: BAYLOR S&W MEDICAL CENTER - MCKINNE

/ 100 (C)

+$21.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$286.8M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

59%

CATALYSTS

▲RCM uplift of $21.1M (+736bps)

RISKS

▼Elevated distress risk (41%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$286.8M

Net Patient Revenue

12.8%

Operating Margin

$36.8M

Net Income

189

Licensed Beds

$1,517K

Revenue per Bed

$250.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 26%■ MEDICAID · 1%■ COMMERCIAL · 73%

Score Breakdown

SCComposite · 60/100

Component	Score	Max	%
Market Position	18	35	51%
Financial Health	23	25	90%
Operational Quality	0	20	0%
Competitive Moat	8	20	38%

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

MORE IN TXStart Diligence · creates a deal from HCRIS