← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
4
Hospitals in Market
415
Total Beds
$0.5B
Market Revenue
Concentrated
HHI: 6,018
None
Moat Rating (0/10)
#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 Advantageweak
Switching Costslow
Market Share4.2%
Top 3 Concentration97.1%
Network Density0.96
Margin vs Market-0.1%
Bed Util vs Market+7.7%
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: 6,018).
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 MEDICAL CENTER | 236 | $367M | 75.4% | 56.9% |
| SILOAM SPRINGS MEMORIAL HOSPITAL | 64 | $85M | 17.5% | 15.4% |
| EVEREST REHABILITATION HOSPITAL BENT | 36 | $14M | 2.9% | 8.7% |
Regional Payer Mix
■ Medicare 29%■ Medicaid 8%■ Commercial 63%