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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 393026|LOC READING, PA|BEDS 60|NPR $24.9M|MARGIN 11.1%

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$1.8M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$24.9M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

47%

CATALYSTS

RISKS

▼High Medicare dependence (75%)

▼Elevated distress risk (53%)

▼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

$24.9M

Net Patient Revenue

11.1%

Operating Margin

$2.8M

Net Income

Licensed Beds

$415K

Revenue per Bed

$22.2M

Operating Expenses

Payer Mix

PYR

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

Score Breakdown

SCComposite · 43/100

Component	Score	Max	%
Market Position	9	35	25%
Financial Health	21	25	82%
Operational Quality	0	20	0%
Competitive Moat	5	20	26%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
390001	COMMUNITY MEDICAL CENTER	266	$0M
390002	UPMC MCKEESPORT	186	$0M
390003	GEISINGER BLOOMSBURG HOSPITAL	40	$0M
390004	HOLY SPIRIT HOSPITAL	231	$0M
390006	GEISINGER MEDICAL CENTER	525	$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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