Market Analysis — KFH - SOUTH SAN FRANCISCO
CA market | 5 hospitals | HHI: 2,491 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
778
Total Beds
$1.8B
Market Revenue
Moderate
HHI: 2,491
Narrow
Moat Rating (6/10)
#4
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 Share15.5%
Top 3 Concentration75.2%
Network Density0.64
Margin vs Market+2.0%
Bed Util vs Market-3.5%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The CA market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 2,491).
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 |
|---|---|---|---|---|
| MILLS PENINSULA MEDICAL CENTER | 241 | $705M | 38.4% | 31.0% |
| KFH - REDWOOD CITY | 140 | $380M | 20.7% | 18.0% |
| SEQUOIA HOSPITAL | 208 | $295M | 16.1% | 26.7% |
| SAN MATEO MEDICAL CENTER | 69 | $170M | 9.2% | 8.9% |
Regional Payer Mix
■ Medicare 18%■ Medicaid 3%■ Commercial 79%