Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
AR market | 6 hospitals | HHI: 4,454 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
750
Total Beds
$0.8B
Market Revenue
Concentrated
HHI: 4,454
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 Share3.6%
Top 3 Concentration95.4%
Network Density0.80
Margin vs Market+0.9%
Bed Util vs Market+18.6%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The AR market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,454).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full AR market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| MERCY HOSPITAL FORT SMITH | 256 | $447M | 56.5% | 34.1% |
| BAPTIST HEALTH MEDICAL CENTER - FS | 320 | $279M | 35.3% | 42.7% |
| MERCY REHAB HOSPITAL FORT SMITH | 50 | $16M | 2.0% | 6.7% |
| SSH - FORT SMITH | 34 | $12M | 1.5% | 4.5% |
| CHRISTUS DUBUIS HOSPITAL OF FORT SMI | 25 | $9M | 1.2% | 3.3% |
Regional Payer Mix
■ Medicare 50%■ Medicaid 6%■ Commercial 44%