Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
AL market | 4 hospitals | HHI: 6,791 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
1,173
Total Beds
$1.6B
Market Revenue
Concentrated
HHI: 6,791
None
Moat Rating (1/10)
#3
Market Share Rank
Competitive Moat (Mauboussin Framework)
Based on "Measuring the Moat" adapted for healthcare. Score 0-10: wide (8+), narrow (5-7), none (<5).
Scale Advantageweak
Switching Costslow
Market Share2.7%
Top 3 Concentration99.7%
Network Density0.34
Margin vs Market+0.8%
Bed Util vs Market+33.5%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The AL market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 6,791).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full AL market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| HUNTSVILLE HOSPITAL | 904 | $1,278M | 80.7% | 77.1% |
| CRESTWOOD MEDICAL CENTER | 164 | $259M | 16.4% | 14.0% |
| BEHAVIORAL HEALTH CENTERS | 20 | $4M | 0.3% | 1.7% |
Regional Payer Mix
■ Medicare 43%■ Medicaid 15%■ Commercial 42%