Market Analysis — SUTTER SANTA ROSA REGIONAL HOSPITAL
CA market | 6 hospitals | HHI: 3,195 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
516
Total Beds
$1.1B
Market Revenue
Concentrated
HHI: 3,195
Narrow
Moat Rating (6/10)
#2
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 Share35.0%
Top 3 Concentration85.6%
Network Density1.16
Margin vs Market+15.7%
Bed Util vs Market+21.3%
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: 3,195).
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 - SANTA ROSA | 172 | $459M | 42.9% | 33.3% |
| PETALUMA VALLEY HOSPITAL | 58 | $83M | 7.8% | 11.2% |
| HEALDSBURG HOSPITAL | 25 | $59M | 5.6% | 4.8% |
| SONOMA VALLEY HEALTH CARE DISTRICT | 24 | $55M | 5.1% | 4.7% |
| AURORA SANTA ROSA BEHAVIORAL HEALTH | 113 | $39M | 3.7% | 21.9% |
Regional Payer Mix
■ Medicare 29%■ Medicaid 11%■ Commercial 59%