Market Analysis — BANNER DESERT MEDICAL CENTER
AZ market | 59 hospitals | HHI: nan (Competitive)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
59
Hospitals in Market
9,679
Total Beds
$15.6B
Market Revenue
Competitive
HHI: nan
Narrow
Moat Rating (7/10)
#5
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 Advantagestrong
Switching Costshigh
Market Share5.3%
Top 3 Concentrationnan%
Network Density0.61
Margin vs Market+10.2%
Bed Util vs Market+10.9%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The AZ market is competitive — many players, value creation must come from operations not market power (HHI: nan).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full AZ market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| MAYO CLINIC HOSPITAL | 315 | $2,252M | 14.5% | 3.2% |
| BANNER BAYWOOD MEDICAL CENTER | 323 | $1,389M | 8.9% | 3.3% |
| ST. JOSEPHS HOSPITAL & MEDICAL CTR | 515 | $1,315M | 8.4% | 5.3% |
| PHOENIX CHILDRENS HOSPITAL | 352 | $1,255M | 8.1% | 3.6% |
| CHANDLER REGIONAL MEDICAL CENTER | 429 | $700M | 4.5% | 4.4% |
| BANNER THUNDERBIRD MEDICAL CENTER | 539 | $674M | 4.3% | 5.6% |
| HONORHEALTH JOHN C. LINCOLN MED CTR | 258 | $618M | 4.0% | 2.7% |
| HONORHEALTH SCOTTSDALE SHEA MED CTR | 427 | $609M | 3.9% | 4.4% |
| BANNER GATEWAY MEDICAL CENTER | 185 | $574M | 3.7% | 1.9% |
| VALLEYWISE HEALTH MEDICAL CENTER | 301 | $509M | 3.3% | 3.1% |
Regional Payer Mix
■ Medicare 24%■ Medicaid 17%■ Commercial 60%