Market Analysis — STANFORD HEALTH CARE
CA market | 8 hospitals | HHI: 2,464 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
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8
Hospitals in Market
3,398
Total Beds
$15.9B
Market Revenue
Moderate
HHI: 2,464
Wide
Moat Rating (8/10)
#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 Advantagestrong
Switching Costshigh
Market Share42.6%
Top 3 Concentration73.7%
Network Density0.24
Margin vs Market-2.6%
Bed Util vs Market+35.1%
What This Means
This hospital has a wide moat — wide moat — strong competitive position, high barriers to entry. The CA market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 2,464).
Implications: Market position supports pricing power — check payer contract terms. Compare against peers via comparables or see the full CA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| 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% |
| GOOD SAMARITAN HOSPITAL | 324 | $619M | 3.9% | 9.5% |
| 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%