Market Analysis — INFIRMARY LTAC HOSPITAL
AL market | 6 hospitals | HHI: 2,268 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
1,643
Total Beds
$1.6B
Market Revenue
Moderate
HHI: 2,268
None
Moat Rating (1/10)
#6
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 Share0.7%
Top 3 Concentration71.4%
Network Density0.37
Margin vs Market-7.5%
Bed Util vs Market+0.5%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The AL market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 2,268).
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 |
|---|---|---|---|---|
| MOBILE INFIRMARY MEDICAL CENTER | 593 | $542M | 34.0% | 36.1% |
| USA HEALTH UNIVERSITY HOSPITAL | 242 | $348M | 21.9% | 14.7% |
| PROVIDENCE HOSPITAL | 349 | $247M | 15.5% | 21.2% |
| USA CHILDRENS AND WOMENS HOSPITAL | 249 | $229M | 14.4% | 15.2% |
| SPRINGHILL MEMORIAL HOSPITAL | 179 | $216M | 13.6% | 10.9% |
Regional Payer Mix
■ Medicare 23%■ Medicaid 27%■ Commercial 50%