Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
LA market | 7 hospitals | HHI: 4,735 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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7
Hospitals in Market
545
Total Beds
$0.4B
Market Revenue
Concentrated
HHI: 4,735
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 Share4.3%
Top 3 Concentration89.5%
Network Density1.28
Margin vs Market+5.4%
Bed Util vs Market-3.4%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The LA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,735).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full LA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| RAPIDES REGIONAL MEDICAL CENTER | 375 | $230M | 65.6% | 68.8% |
| CENTRAL LOUISIANA SURGICAL HOSPITAL | 24 | $69M | 19.7% | 4.4% |
| RIVERSIDE HOSPITAL OF LOUISIANA | 14 | $14M | 3.9% | 2.6% |
| COMPASS BEHAVIORAL HEALTH CNTR ALEXA | 36 | $9M | 2.7% | 6.6% |
| CHRISTUS DUBUIS - ALEXANDRIA | 25 | $7M | 2.1% | 4.6% |
| OCEANS BEHAVIORAL HOSPITAL OF ALEXAN | 24 | $7M | 1.9% | 4.4% |
Regional Payer Mix
■ Medicare 43%■ Medicaid 14%■ Commercial 43%