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

HOSP

ENCOMPASS HEALTH REHABILITATION INST

CCN 143031|LOC LIBERTYVILLE, IL|BEDS 60|NPR $14.7M|MARGIN -19.9%

SeekingChartis Score

INVESTMENT THESIS

Pass: ENCOMPASS HEALTH REHABILITATION INS

/ 100 (D)

+$1.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$14.7M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

43%

CATALYSTS

RISKS

▼High Medicare dependence (64%)

▼Elevated distress risk (57%)

▼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

$14.7M

Net Patient Revenue

-19.9%

Operating Margin

$-2.9M

Net Income

Licensed Beds

$245K

Revenue per Bed

$17.6M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 64%■ MEDICAID · 2%■ COMMERCIAL · 34%

Score Breakdown

SCComposite · 14/100

Component	Score	Max	%
Market Position	8	35	22%
Financial Health	3	25	11%
Operational Quality	0	20	0%
Competitive Moat	1	20	4%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
140001	GRAHAM HOSPITAL ASSOCIATION	43	$0M
140002	ALTON MEMORIAL HOSPITAL	124	$0M
140007	PRESENCE ST. JOSEPH MEDICAL CENTER	425	$0M
140008	GOTTLIEB MEMORIAL HOSPITAL	135	$0M
140010	NORTHSHORE UNIVERSITY HEALTHSYSTEM	672	$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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