ML Analysis — PAM SPECIALTY HOSP OF OKLAHOMA CITY
CCN 372004 | Clustering + Distress + RCM Opportunity
🛡️ Public data only — no PHI permitted on this instance.
Investability Score
Speculative — only pursue if turnaround thesis is strong and entry multiple reflects risk.
40
/ 100 (D)
Financial Health8/25
RCM Upside14/25
Market Position8/20
Demand Defensibility7/15
Operational Efficiency3/15
Entry Multiple: 8.0x – 10.0x
Est. MOIC: 1.9x
Risk Factors:
- Low occupancy (<30%) — demand risk
Catalysts:
- Strong commercial payer base protects revenue
Margin Prediction (Trained Ridge Model)
-12.9%
R²=0.34 | n=4,907 | Grade B | Actual: 0.9%
Ridge regression trained on 4,907 HCRIS hospitals. 90% CI: [-41.2%, 15.4%]. P31 nationally.
| Driver | Value | Effect | Explanation | |
|---|---|---|---|---|
| Revenue/Bed | 203916.192 | -0.1920 | Lower Revenue/Bed decreases predicted margin | |
| Expense/Bed | 202152.244 | +0.1792 | Higher Expense/Bed increases predicted margin | |
| State Peer Margin | -0.088 | -0.0313 | Lower State Peer Margin decreases predicted margin | |
| Bed Utilization Value | 61038.770 | -0.0269 | Lower Bed Utilization Value decreases predicted ma | |
| Reimbursement Quality | 0.129 | +0.0208 | Higher Reimbursement Quality increases predicted m |
Rural/Critical Access
Archetype
55.9%
Distress Risk
$3.3M
RCM Opportunity
A
Opportunity Grade
21.6%
Projected Margin
Cluster: Rural/Critical Access
Percentile within cluster: P28. Rural/small hospitals face structural headwinds. Evaluate CAH conversion, telehealth, and rural health funding.
Nearest Peers
| Hospital | State | Beds |
|---|---|---|
| BRECKINRIDGE HEALTH INC | KY | 25 |
| SHERIDAN MEMORIAL HOSPITAL | MT | 19 |
| DAYTON GENERAL HOSPITAL | WA | 25 |
| BLUE MOUNTAIN HOSPITAL DISTRICT | OR | 16 |
| COMMUNITY HOSPITAL | WY | 25 |
| CARLE EUREKA HOSPITAL | IL | 25 |
Distress Analysis
Risk: High
National distress rate: 49.3%
OK distress rate: 58.1%
Model AUC: 0.629
| Factor | Value | Contribution | Direction |
|---|---|---|---|
| Occupancy Rate | 0.299 | +0.210 | ▲ risk |
| Revenue Per Bed | 203916.192 | +0.081 | ▲ risk |
| Medicare Day Pct | 0.530 | +0.035 | ▲ risk |
| Medicaid Day Pct | 0.062 | -0.027 | ▼ risk |
| Net To Gross Ratio | 0.316 | -0.023 | ▼ risk |
| Beds | 78.000 | -0.009 | ▼ risk |
RCM Improvement Opportunity
Total (risk-adjusted): $3.3M
Current margin: 0.9%
Projected margin: 21.6%
Grade: A
Comps: 57
Gap analysis vs P75 peers with 60% closure assumption. Confidence-weighted by lever implementation difficulty.
| Lever | Current | Benchmark | Gap | Impact | Confidence | Timeline |
|---|---|---|---|---|---|---|
| Occupancy Improvement | 0.299 | 0.679 | 38.0% | $2.5M | 55% | 24mo |
| Payer Mix Optimization | 0.408 | 0.457 | 4.8% | $724K | 50% | 24mo |
| Net-to-Gross Ratio Improvement | 0.316 | 0.351 | 3.5% | $65K | 65% | 18mo |
Predicted RCM Performance (Public Data Only)
A
RCM Grade
Strong RCM profile — likely low-risk from an operations perspective. Focus diligence on growth thesis.
| Metric | Predicted | 90% CI | Percentile | Assessment |
|---|---|---|---|---|
| Denial Rate | 2.0% | [2.0%, 25.0%] | P0 | Strong — predicted denial rate is in the top third nationall |
| Days in AR | 28.5 | [25.0, 75.0] | P46 | Strong — predicted days in ar is in the top third nationally |
| Clean Claim Rate | 98.0% | [80.0%, 98.0%] | P0 | Strong — predicted clean claim rate is in the top third. |
| Net Collection Rate | 99.5% | [90.0%, 99.5%] | P8 | Strong — predicted net collection rate is in the top third. |