Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
PA market | 4 hospitals | HHI: 6,844 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
473
Total Beds
$0.6B
Market Revenue
Concentrated
HHI: 6,844
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 Share5.5%
Top 3 Concentration96.0%
Network Density0.85
Margin vs Market+9.8%
Bed Util vs Market+21.3%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The PA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 6,844).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full PA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| UPMC ALTOONA | 337 | $527M | 82.0% | 71.2% |
| NASON HOSPITAL | 45 | $55M | 8.6% | 9.5% |
| TYRONE HOSPITAL | 20 | $25M | 4.0% | 4.2% |
Regional Payer Mix
■ Medicare 28%■ Medicaid 2%■ Commercial 70%