Market Analysis — GOLETA VALLEY COTTAGE HOSPITAL
CA market | 6 hospitals | HHI: 3,664 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
734
Total Beds
$1.8B
Market Revenue
Concentrated
HHI: 3,664
None
Moat Rating (2/10)
#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 Costslow
Market Share6.2%
Top 3 Concentration92.2%
Network Density0.82
Margin vs Market+17.2%
Bed Util vs Market-33.9%
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: 3,664).
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 |
|---|---|---|---|---|
| SANTA BARBARA COTTAGE HOSPITAL | 371 | $778M | 42.9% | 50.5% |
| MARIAN MEDICAL CENTER | 252 | $751M | 41.5% | 34.3% |
| LOMPOC VALLEY MEDICAL CENTER | 60 | $140M | 7.8% | 8.2% |
| SANTA YNEZ VALLEY COTTAGE HOSPITAL | 11 | $24M | 1.3% | 1.5% |
| SANTA BARBARA COUNTY MENTAL HEALTH | 16 | $6M | 0.3% | 2.2% |
Regional Payer Mix
■ Medicare 38%■ Medicaid 12%■ Commercial 50%