Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
FL market | 6 hospitals | HHI: 3,492 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
1,720
Total Beds
$1.8B
Market Revenue
Concentrated
HHI: 3,492
None
Moat Rating (1/10)
#6
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 Share0.4%
Top 3 Concentration89.6%
Network Density0.35
Margin vs Market+0.2%
Bed Util vs Market-20.8%
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: 3,492).
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 |
|---|---|---|---|---|
| LAKELAND REGIONAL MED CTR | 764 | $928M | 51.8% | 44.4% |
| WINTER HAVEN HOSPITAL | 490 | $418M | 23.4% | 28.5% |
| ADVENTHEALTH HEART OF FLORIDA | 202 | $259M | 14.4% | 11.7% |
| BARTOW REGIONAL MEDICAL CENTER | 72 | $91M | 5.1% | 4.2% |
| ADVENTHEALTH LAKE WALES | 142 | $87M | 4.9% | 8.3% |
Regional Payer Mix
■ Medicare 30%■ Medicaid 8%■ Commercial 62%