Market Analysis — KFH - VALLEJO
CA market | 4 hospitals | HHI: 3,785 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
495
Total Beds
$1.1B
Market Revenue
Concentrated
HHI: 3,785
Narrow
Moat Rating (6/10)
#1
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 Advantagemoderate
Switching Costsmoderate
Market Share47.3%
Top 3 Concentration97.6%
Network Density0.81
Margin vs Market+5.1%
Bed Util vs Market-8.9%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The CA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 3,785).
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 - VACAVILLE | 144 | $415M | 36.9% | 29.1% |
| SUTTER SOLANO MEDICAL CENTER | 106 | $150M | 13.4% | 21.4% |
| ADVENTIST HEALTH VALLEJO | 61 | $27M | 2.4% | 12.3% |
Regional Payer Mix
■ Medicare 19%■ Medicaid 12%■ Commercial 69%