Market Analysis — MERCY SAN JUAN MEDICAL CENTER
CA market | 12 hospitals | HHI: 2,127 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
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12
Hospitals in Market
2,999
Total Beds
$8.4B
Market Revenue
Moderate
HHI: 2,127
Narrow
Moat Rating (7/10)
#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 Advantagestrong
Switching Costshigh
Market Share9.0%
Top 3 Concentration64.6%
Network Density0.40
Margin vs Market-0.2%
Bed Util vs Market+10.5%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The CA market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 2,127).
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 |
|---|---|---|---|---|
| UC DAVIS MEDICAL CENTER | 666 | $3,277M | 38.9% | 22.2% |
| SUTTER MEDICAL CENTER - SACRAMENTO | 523 | $1,359M | 16.1% | 17.4% |
| KFH - SOUTH SACRAMENTO | 233 | $804M | 9.6% | 7.8% |
| KFH - SACRAMENTO | 283 | $779M | 9.2% | 9.4% |
| MERCY GENERAL HOSPITAL | 283 | $692M | 8.2% | 9.4% |
| METHODIST HOSPITAL OF SACRAMENTO | 148 | $310M | 3.7% | 4.9% |
| MERCY HOSPITAL OF FOLSOM | 106 | $288M | 3.4% | 3.5% |
| HERITAGE OAKS HOSPITAL | 125 | $59M | 0.7% | 4.2% |
| VIBRA HOSPITAL OF SACRAMENTO | 58 | $42M | 0.5% | 1.9% |
| SUTTER CENTER FOR PSYCHIATRY | 73 | $37M | 0.4% | 2.4% |
Regional Payer Mix
■ Medicare 18%■ Medicaid 14%■ Commercial 68%