Market Analysis — ENCOMPASS HEALTH REHABILITATION HOSP
TX market | 4 hospitals | HHI: 3,420 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
202
Total Beds
$0.2B
Market Revenue
Concentrated
HHI: 3,420
None
Moat Rating (4/10)
#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 Advantagemoderate
Switching Costslow
Market Share13.4%
Top 3 Concentration93.2%
Network Density1.98
Margin vs Market+7.2%
Bed Util vs Market+20.3%
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: 3,420).
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 |
|---|---|---|---|---|
| BRAZOSPORT REGIONAL HEALTH SYSTEM | 80 | $93M | 41.9% | 39.6% |
| HCA HOUSTON HEALTHCARE PEARLAND | 48 | $84M | 37.9% | 23.8% |
| SWEENY COMMUNITY HOSPITAL | 14 | $15M | 6.8% | 6.9% |
Regional Payer Mix
■ Medicare 34%■ Medicaid 1%■ Commercial 65%