Market Analysis — KFH - SANTA ROSA
CA market | 6 hospitals | HHI: 3,195 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
6
Hospitals in Market
516
Total Beds
$1.1B
Market Revenue
Concentrated
HHI: 3,195
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 Costsmoderate
Market Share42.9%
Top 3 Concentration85.6%
Network Density1.16
Margin vs Market+16.3%
Bed Util vs Market+9.0%
What This Means
This hospital has a wide moat — wide moat — strong competitive position, high barriers to entry. The CA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 3,195).
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 |
|---|---|---|---|---|
| SUTTER SANTA ROSA REGIONAL HOSPITAL | 124 | $374M | 35.0% | 24.0% |
| 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%