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

HOSP

ENCOMPASS HEALTH REHABILITATION OF W

CCN 673079|LOC ROBINSON, TX|BEDS 40|NPR $15.7M|MARGIN 1.5%

SeekingChartis Score

INVESTMENT THESIS

Pass: ENCOMPASS HEALTH REHABILITATION OF

/ 100 (D)

+$1.2M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$15.7M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

nan%

CATALYSTS

RISKS

▼High Medicare dependence (69%)

▼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

$15.7M

Net Patient Revenue

1.5%

Operating Margin

$0.2M

Net Income

Licensed Beds

$393K

Revenue per Bed

$15.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 69%■ MEDICAID · nan%■ COMMERCIAL · 0%

Score Breakdown

SCComposite · 23/100

Component	Score	Max	%
Market Position	7	35	21%
Financial Health	10	25	39%
Operational Quality	0	20	0%
Competitive Moat	1	20	6%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
450002	THE HOSPITALS OF PROVIDENCE-MEMORIAL	410	$0M
450007	PETERSON REGIONAL MEDICAL CENTER	98	$0M
450010	UNITED REGIONAL HEALTH CARE SYSTEM	244	$0M
450011	ST. JOSEPH REGIONAL HEALTH CENTER	298	$0M
450015	DALLAS CO. HOSP. DIST.	786	$0M

Team Notes

NOTE0 entries

Actions

ACT

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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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