Market Analysis — ADVENTIST HEALTH REEDLEY
CA market | 9 hospitals | HHI: 2,587 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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9
Hospitals in Market
1,870
Total Beds
$3.5B
Market Revenue
Concentrated
HHI: 2,587
None
Moat Rating (2/10)
#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 Costslow
Market Share5.3%
Top 3 Concentration77.1%
Network Density0.48
Margin vs Market+9.7%
Bed Util vs Market-13.4%
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: 2,587).
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 |
|---|---|---|---|---|
| COMMUNITY REGIONAL MEDICAL CENTER | 783 | $1,472M | 42.0% | 41.9% |
| CLOVIS COMMUNITY MEDICAL CENTER | 352 | $653M | 18.6% | 18.8% |
| ST. AGNES MEDICAL CENTER | 384 | $578M | 16.5% | 20.5% |
| KFH - FRESNO | 169 | $457M | 13.0% | 9.0% |
| FRESNO SURGICAL HOSPITAL | 27 | $92M | 2.6% | 1.4% |
| SAN JOAQUIN VALLEY REHAB HOSPITAL | 62 | $39M | 1.1% | 3.3% |
| COALINGA REGIONAL MEDICAL CENTER | 22 | $26M | 0.8% | 1.2% |
| COALINGA REGIONAL MEDICAL CENTER | 22 | $2M | 0.1% | 1.2% |
Regional Payer Mix
■ Medicare 25%■ Medicaid 16%■ Commercial 60%