Market Analysis — NORTH BALDWIN INFIRMARY
AL market | 4 hospitals | HHI: 3,428 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
377
Total Beds
$0.5B
Market Revenue
Concentrated
HHI: 3,428
None
Moat Rating (1/10)
#4
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 Share10.5%
Top 3 Concentration89.5%
Network Density1.06
Margin vs Market-9.5%
Bed Util vs Market-20.7%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The AL market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 3,428).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full AL market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| THOMAS HOSPITAL | 164 | $245M | 46.6% | 43.5% |
| SOUTH BALDWIN REGIONAL MEDICAL CENTE | 112 | $168M | 32.0% | 29.7% |
| EASTPOINTE HOSPITAL | 66 | $57M | 10.8% | 17.5% |
Regional Payer Mix
■ Medicare 22%■ Medicaid 12%■ Commercial 66%