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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 253027|LOC GULFPORT, MS|BEDS 43|NPR $27.7M|MARGIN 29.9%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$2.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$27.7M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

56%

CATALYSTS

RISKS

▼High Medicare dependence (74%)

▼Elevated distress risk (44%)

▼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

$27.7M

Net Patient Revenue

29.9%

Operating Margin

$8.3M

Net Income

Licensed Beds

$644K

Revenue per Bed

$19.4M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 74%■ MEDICAID · 4%■ COMMERCIAL · 22%

Score Breakdown

SCComposite · 50/100

Component	Score	Max	%
Market Position	9	35	24%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	7	20	33%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
250001	UNIVERSITY OF MISSISSIPPI MEDICAL	745	$0M
250002	TISHOMINGO HEALTH SERVICES	48	$0M
250004	NORTH MISSISSIPPI MEDICAL CENTER	489	$0M
250006	BAPTIST MEM HOSPITAL UNION COUNTY	83	$0M
250007	BILOXI REGIONAL MEDICAL CENTER	121	$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

MORE IN MSStart Diligence · creates a deal from HCRIS