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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 103038|LOC MIAMI, FL|BEDS 60|NPR $26.5M|MARGIN 12.7%

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$2.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$26.5M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

52%

CATALYSTS

RISKS

▼High Medicare dependence (59%)

▼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

$26.5M

Net Patient Revenue

12.7%

Operating Margin

$3.4M

Net Income

Licensed Beds

$442K

Revenue per Bed

$23.2M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 59%■ MEDICAID · 1%■ COMMERCIAL · 40%

Score Breakdown

SCComposite · 46/100

Component	Score	Max	%
Market Position	9	35	25%
Financial Health	22	25	90%
Operational Quality	0	20	0%
Competitive Moat	6	20	29%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
100001	SHANDS JACKSONVILLE MEDICAL CENTER	481	$0M
100002	BETHESDA HOSPITAL	406	$0M
100006	ORLANDO HEALTH	1,507	$0M
100007	ADVENTHEALTH ORLANDO	2,738	$0M
100008	BAPTIST HOSPITAL	948	$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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