Market Analysis — CPMC-R.K. DAVIES MEDICAL CENTER
CA market | 11 hospitals | HHI: 3,960 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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11
Hospitals in Market
2,234
Total Beds
$9.0B
Market Revenue
Concentrated
HHI: 3,960
None
Moat Rating (3/10)
#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 Advantageweak
Switching Costsmoderate
Market Share2.7%
Top 3 Concentration81.3%
Network Density0.49
Margin vs Market+41.1%
Bed Util vs Market-20.9%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The CA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 3,960).
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 |
|---|---|---|---|---|
| UCSF MEDICAL CENTER | 834 | $5,436M | 60.4% | 37.3% |
| CALIFORNIA PACIFIC MEDICAL CENTER | 274 | $988M | 11.0% | 12.3% |
| ZUCKERBERG SAN FRANCISCO GENERAL | 284 | $890M | 9.9% | 12.7% |
| KFH - SAN FRANCISCO | 239 | $735M | 8.2% | 10.7% |
| LAGUNA HONDA HOSPITAL | 6 | $220M | 2.4% | 0.3% |
| ST. MARYS MEDICAL CENTER | 110 | $195M | 2.2% | 4.9% |
| SAINT FRANCIS MEMORIAL HOSPITAL | 233 | $187M | 2.1% | 10.4% |
| CHINESE HOSPITAL | 80 | $90M | 1.0% | 3.6% |
| LANGLEY PORTER PSYCHIATRIC HOSPITAL | 56 | $9M | 0.1% | 2.5% |
| ARDEN WOOD INC. | 13 | $3M | 0.0% | 0.6% |
Regional Payer Mix
■ Medicare 34%■ Medicaid 8%■ Commercial 58%