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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 043028|LOC FORT SMITH, AR|BEDS 65|NPR $28.6M|MARGIN 14.6%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$2.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$28.6M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

52%

CATALYSTS

RISKS

▼High Medicare dependence (67%)

▼Elevated distress risk (48%)

▼Small facility — limited scale economies

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$28.6M

Net Patient Revenue

14.6%

Operating Margin

$4.2M

Net Income

Licensed Beds

$441K

Revenue per Bed

$24.4M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 67%■ MEDICAID · 6%■ COMMERCIAL · 27%

Score Breakdown

SCComposite · 51/100

Component	Score	Max	%
Market Position	9	35	26%
Financial Health	25	25	98%
Operational Quality	0	20	0%
Competitive Moat	7	20	34%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
040001	SILOAM SPRINGS MEMORIAL HOSPITAL	64	$0M
040002	JOHNSON REGIONAL MEDICAL CENTER	59	$0M
040004	WASHINGTON REGIONAL MEDICAL CENTER	377	$0M
040007	ST VINCENT INFIRMARY MEDICAL CENTER	379	$0M
040010	MERCY MEDICAL CENTER	236	$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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