Market Analysis — STANISLAUS SURGICAL
CA market | 6 hospitals | HHI: 3,216 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
1,146
Total Beds
$1.9B
Market Revenue
Concentrated
HHI: 3,216
None
Moat Rating (0/10)
#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 Costslow
Market Share1.3%
Top 3 Concentration92.0%
Network Density0.52
Margin vs Market-20.4%
Bed Util vs Market-58.7%
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: 3,216).
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 |
|---|---|---|---|---|
| MEMORIAL HOSPITAL MODESTO | 403 | $764M | 40.8% | 35.2% |
| DOCTORS MEDICAL CENTER OF MODESTO | 380 | $673M | 35.9% | 33.2% |
| EMANUEL MEDICAL CENTER | 209 | $286M | 15.3% | 18.2% |
| OAK VALLEY DISTRICT HOSPITAL | 35 | $72M | 3.9% | 3.0% |
| CENTRAL VALLEY SPECIALTY HOSPITAL | 96 | $52M | 2.8% | 8.4% |
Regional Payer Mix
■ Medicare 33%■ Medicaid 9%■ Commercial 58%