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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 103045|LOC ALTAMONTE SPRINGS, FL|BEDS 70|NPR $39.8M|MARGIN 23.5%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$2.9M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$39.8M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

57%

CATALYSTS

RISKS

▼High Medicare dependence (66%)

▼Elevated distress risk (43%)

▼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

$39.8M

Net Patient Revenue

23.5%

Operating Margin

$9.3M

Net Income

Licensed Beds

$569K

Revenue per Bed

$30.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 66%■ MEDICAID · 0%■ COMMERCIAL · 33%

Score Breakdown

SCComposite · 53/100

Component	Score	Max	%
Market Position	10	35	29%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	7	20	35%

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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