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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 313035|LOC TINTON FALLS, NJ|BEDS 60|NPR $28.9M|MARGIN 18.0%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$2.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$28.9M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

50%

CATALYSTS

RISKS

▼High Medicare dependence (75%)

▼Elevated distress risk (50%)

▼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

$28.9M

Net Patient Revenue

18.0%

Operating Margin

$5.2M

Net Income

Licensed Beds

$481K

Revenue per Bed

$23.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 75%■ MEDICAID · 2%■ COMMERCIAL · 23%

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
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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