Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
AL market | 3 hospitals | HHI: 4,633 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
524
Total Beds
$0.3B
Market Revenue
Concentrated
HHI: 4,633
None
Moat Rating (2/10)
#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 Share7.5%
Top 3 Concentration100.0%
Network Density0.57
Margin vs Market+5.7%
Bed Util vs Market+27.2%
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: 4,633).
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 |
|---|---|---|---|---|
| GADSDEN REGIONAL MEDICAL CENTER | 219 | $175M | 58.5% | 41.8% |
| RIVERVIEW REGIONAL MEDICAL CENTER | 256 | $101M | 34.0% | 48.9% |
Regional Payer Mix
■ Medicare 36%■ Medicaid 14%■ Commercial 50%