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

HOSP

ENCOMPASS HEALTH REHABILITATION OF P

CCN 103048|LOC PENSACOLA, FL|BEDS 40|NPR $17.2M|MARGIN 3.4%

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION OF

/ 100 (C)

+$1.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$17.2M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

52%

CATALYSTS

RISKS

▼High Medicare dependence (69%)

▼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

$17.2M

Net Patient Revenue

3.4%

Operating Margin

$0.6M

Net Income

Licensed Beds

$430K

Revenue per Bed

$16.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 69%■ MEDICAID · 1%■ COMMERCIAL · 30%

Score Breakdown

SCComposite · 26/100

Component	Score	Max	%
Market Position	7	35	21%
Financial Health	12	25	47%
Operational Quality	0	20	0%
Competitive Moat	2	20	9%

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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