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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 433027|LOC SIOUX FALLS, SD|BEDS 40|NPR $17.8M|MARGIN -4.6%

SeekingChartis Score

INVESTMENT THESIS

Pass: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (D)

+$1.3M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$17.8M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

54%

CATALYSTS

RISKS

▼High Medicare dependence (71%)

▼Elevated distress risk (46%)

▼Small facility — limited scale economies

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$17.8M

Net Patient Revenue

-4.6%

Operating Margin

$-0.8M

Net Income

Licensed Beds

$446K

Revenue per Bed

$18.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 71%■ MEDICAID · 3%■ COMMERCIAL · 26%

Score Breakdown

SCComposite · 18/100

Component	Score	Max	%
Market Position	7	35	21%
Financial Health	7	25	27%
Operational Quality	0	20	0%
Competitive Moat	1	20	3%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
430005	PRAIRIE LAKES HEALTH CARE CENTER	69	$0M
430008	BROOKINGS HEALTH SYSTEM	49	$0M
430012	AVERA SACRED HEART HOSPITAL	42	$0M
430013	AVERA QUEEN OF PEACE	50	$0M
430014	AVERA ST. LUKES	50	$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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