Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
TX market | 4 hospitals | HHI: 8,631 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
772
Total Beds
$0.8B
Market Revenue
Concentrated
HHI: 8,631
None
Moat Rating (1/10)
#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 Share3.3%
Top 3 Concentration98.6%
Network Density0.52
Margin vs Market+1.1%
Bed Util vs Market+8.1%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The TX market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 8,631).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full TX market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| HENDRICK MEDICAL CENTER | 599 | $710M | 92.8% | 77.6% |
| OCEANS BEHAVIORAL HOSPITAL OF ABILEN | 90 | $19M | 2.5% | 11.7% |
| CONTINUECARE HOSPITAL AT HENDRICK MC | 23 | $11M | 1.4% | 3.0% |
Regional Payer Mix
■ Medicare 43%■ Medicaid 1%■ Commercial 57%