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

HOSP

GEISINGER ENCOMPASS HEALTH REHABILIT

CCN 393047|LOC DANVILLE, PA|BEDS 42|NPR $17.4M|MARGIN -22.3%

SeekingChartis Score

INVESTMENT THESIS

Selective: GEISINGER ENCOMPASS HEALTH REHABILI

/ 100 (C)

+$1.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$17.4M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

49%

CATALYSTS

RISKS

▼Elevated distress risk (51%)

▼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

$17.4M

Net Patient Revenue

-22.3%

Operating Margin

$-3.9M

Net Income

Licensed Beds

$415K

Revenue per Bed

$21.3M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 50%■ MEDICAID · 1%■ COMMERCIAL · 48%

Score Breakdown

SCComposite · 13/100

Component	Score	Max	%
Market Position	7	35	21%
Financial Health	2	25	8%
Operational Quality	0	20	0%
Competitive Moat	1	20	3%

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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