Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
FL market | 3 hospitals | HHI: 8,395 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
681
Total Beds
$0.7B
Market Revenue
Concentrated
HHI: 8,395
None
Moat Rating (2/10)
#2
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 Share6.5%
Top 3 Concentration100.0%
Network Density0.44
Margin vs Market+8.4%
Bed Util vs Market+34.3%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The FL market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 8,395).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full FL market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| MARTIN MEDICAL CENTER | 521 | $666M | 91.4% | 76.5% |
| CORAL SHORES BEHAVIORAL HEALTH | 80 | $16M | 2.1% | 11.8% |
Regional Payer Mix
■ Medicare 38%■ Medicaid 3%■ Commercial 60%