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6
Hospitals in Market
750
Total Beds
$0.8B
Market Revenue
Concentrated
HHI: 4,454
None
Moat Rating (0/10)
#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 Share1.2%
Top 3 Concentration95.4%
Network Density0.80
Margin vs Market-4.4%
Bed Util vs Market+4.8%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The AR market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,454).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full AR market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| MERCY HOSPITAL FORT SMITH | 256 | $447M | 56.5% | 34.1% |
| BAPTIST HEALTH MEDICAL CENTER - FS | 320 | $279M | 35.3% | 42.7% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 65 | $29M | 3.6% | 8.7% |
| MERCY REHAB HOSPITAL FORT SMITH | 50 | $16M | 2.0% | 6.7% |
| SSH - FORT SMITH | 34 | $12M | 1.5% | 4.5% |
Regional Payer Mix
■ Medicare 50%■ Medicaid 6%■ Commercial 44%