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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 313029|LOC TOMS RIVER, NJ|BEDS 98|NPR $49.0M|MARGIN 16.7%

SeekingChartis Score

INVESTMENT THESIS

Pass: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (D)

+$3.6M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$49.0M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

50%

CATALYSTS

RISKS

▼High Medicare dependence (75%)

▼Elevated distress risk (50%)

Speculative — only pursue if turnaround thesis is strong and entry multiple reflects risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$49.0M

Net Patient Revenue

16.7%

Operating Margin

$8.2M

Net Income

Licensed Beds

$500K

Revenue per Bed

$40.8M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 75%■ MEDICAID · 1%■ COMMERCIAL · 24%

Score Breakdown

SCComposite · 55/100

Component	Score	Max	%
Market Position	11	35	33%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	7	20	37%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
310001	HACKENSACK UNIVERSITY MEDICAL CENTER	779	$0M
310002	NEWARK BETH ISRAEL MEDICAL CENTER	422	$0M
310003	PALISADES MEDICAL CENTER	186	$0M
310005	HUNTERDON MEDICAL CENTER	184	$0M
310006	ST. MARYS HOSPITAL - PASSAIC	122	$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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