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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 223030|LOC LUDLOW, MA|BEDS 53|NPR $31.6M|MARGIN 20.5%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$2.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$31.6M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

55%

CATALYSTS

RISKS

▼High Medicare dependence (69%)

▼Elevated distress risk (45%)

▼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

$31.6M

Net Patient Revenue

20.5%

Operating Margin

$6.5M

Net Income

Licensed Beds

$596K

Revenue per Bed

$25.1M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 69%■ MEDICAID · 3%■ COMMERCIAL · 29%

Score Breakdown

SCComposite · 51/100

Component	Score	Max	%
Market Position	9	35	26%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	7	20	34%

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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