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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 223027|LOC BRAINTREE, MA|BEDS 187|NPR $73.5M|MARGIN 19.6%

C+

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$5.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$73.5M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

46%

CATALYSTS

▲RCM uplift of $5.4M (+736bps)

RISKS

▼Elevated distress risk (54%)

Hold / Selective — investigate specific opportunities but be prepared for execution risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$73.5M

Net Patient Revenue

19.6%

Operating Margin

$14.4M

Net Income

187

Licensed Beds

$393K

Revenue per Bed

$59.0M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 53%■ MEDICAID · 4%■ COMMERCIAL · 43%

Score Breakdown

SCComposite · 61/100

Component	Score	Max	%
Market Position	15	35	43%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	8	20	42%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
220001	HEALTHALLIANCE-CLINTON	125	$0M
220002	MOUNT AUBURN HOSPITAL	186	$0M
220008	STURDY MEMORIAL HOSPITAL	125	$0M
220010	LAWRENCE GENERAL HOSPITAL	186	$0M
220011	CAMBRIDGE HEALTH ALLIANCE	225	$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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