Market Analysis — ST ROSE HOSPITAL
CA market | 12 hospitals | HHI: 1,110 (Competitive)
🛡️ Public data only — no PHI permitted on this instance.
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12
Hospitals in Market
2,781
Total Beds
$5.8B
Market Revenue
Competitive
HHI: 1,110
None
Moat Rating (2/10)
#11
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 Costsmoderate
Market Share1.8%
Top 3 Concentration42.9%
Network Density0.43
Margin vs Market-10.7%
Bed Util vs Market-30.1%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The CA market is competitive — many players, value creation must come from operations not market power (HHI: 1,110).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full CA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| KFH - OAKLAND | 365 | $1,132M | 19.6% | 13.1% |
| CHILDRENS HOSP & RES CNTR OAKLAND | 155 | $688M | 11.9% | 5.6% |
| KFH - SAN LEANDRO | 216 | $664M | 11.5% | 7.8% |
| ALTA BATES MEDICAL CENTER | 315 | $628M | 10.8% | 11.3% |
| WASHINGTON HOSPITAL DISTRICT | 415 | $533M | 9.2% | 14.9% |
| SUMMIT MEDICAL CENTER | 403 | $530M | 9.2% | 14.5% |
| STANFORD HEALTH CARE TRI-VALLEY | 202 | $468M | 8.1% | 7.3% |
| EDEN MEDICAL CENTER | 126 | $390M | 6.7% | 4.5% |
| ALAMEDA HEALTH SYSTEM | 232 | $298M | 5.1% | 8.3% |
| KFH - FREMONT | 100 | $296M | 5.1% | 3.6% |
Regional Payer Mix
■ Medicare 20%■ Medicaid 12%■ Commercial 68%