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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 083026|LOC MIDDLETOWN, DE|BEDS 40|NPR $29.2M|MARGIN 28.0%

C-

SeekingChartis Score

INVESTMENT THESIS

Pass: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (D)

+$2.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$29.2M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

nan%

CATALYSTS

RISKS

▼High Medicare dependence (70%)

▼Small facility — limited scale economies

Speculative — only pursue if turnaround thesis is strong and entry multiple reflects risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$29.2M

Net Patient Revenue

28.0%

Operating Margin

$8.2M

Net Income

Licensed Beds

$730K

Revenue per Bed

$21.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 70%■ MEDICAID · nan%■ COMMERCIAL · 0%

Score Breakdown

SCComposite · 50/100

Component	Score	Max	%
Market Position	9	35	24%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	7	20	33%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
080001	CHRISTIANA CARE HEALTH SYSTEM	1,172	$0M
080003	ST. FRANCIS HOSPITAL WILMINGTON	146	$0M
080004	BAYHEALTH HOSPITAL KENT CAMPUS	279	$0M
080006	NANTICOKE MEMORIAL HOSPITAL	92	$0M
080007	BEEBE MEDICAL CENTER	210	$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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