Market Analysis — GOOD SAMARITAN HOSPITAL
CA market | 8 hospitals | HHI: 2,464 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
8
Hospitals in Market
3,398
Total Beds
$15.9B
Market Revenue
Moderate
HHI: 2,464
None
Moat Rating (4/10)
#6
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 Costshigh
Market Share3.9%
Top 3 Concentration73.7%
Network Density0.24
Margin vs Market+1.7%
Bed Util vs Market+0.4%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The CA market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 2,464).
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 |
|---|---|---|---|---|
| STANFORD HEALTH CARE | 657 | $6,761M | 42.6% | 19.3% |
| SANTA CLARA VALLEY MEDICAL CENTER | 805 | $2,552M | 16.1% | 23.7% |
| LUCILE PACKARD CHILDRENS HOSPITAL | 394 | $2,393M | 15.1% | 11.6% |
| EL CAMINO HOSPITAL | 388 | $1,338M | 8.4% | 11.4% |
| KFH - SANTA CLARA | 343 | $1,253M | 7.9% | 10.1% |
| KFH- SAN JOSE | 235 | $595M | 3.8% | 6.9% |
| REGIONAL MEDICAL CENTER OF SAN JOSE | 252 | $376M | 2.4% | 7.4% |
Regional Payer Mix
■ Medicare 19%■ Medicaid 7%■ Commercial 74%