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

HOSP

ENCOMPASS HEALTH REHABILITATION HOSP

CCN 493032|LOC FREDERICKSBURG, VA|BEDS 58|NPR $32.1M|MARGIN 17.9%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: ENCOMPASS HEALTH REHABILITATION HOS

/ 100 (C)

+$2.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$32.1M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

55%

CATALYSTS

RISKS

▼High Medicare dependence (59%)

▼Elevated distress risk (45%)

▼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

$32.1M

Net Patient Revenue

17.9%

Operating Margin

$5.8M

Net Income

Licensed Beds

$553K

Revenue per Bed

$26.3M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 59%■ MEDICAID · 1%■ COMMERCIAL · 40%

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
490001	NORTON COMMUNITY HOSPITAL INC.	62	$0M
490002	RUSSELL COUNTY HOSPITAL	48	$0M
490004	SENTARA RMH MEDICAL CENTER	238	$0M
490005	WINCHESTER MEDICAL CENTER	455	$0M
490007	SENTARA NORFOLK GENERAL HOSPITAL	472	$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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