Market Analysis — KFH - MANTECA
CA market | 8 hospitals | HHI: 2,205 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
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8
Hospitals in Market
1,308
Total Beds
$2.5B
Market Revenue
Moderate
HHI: 2,205
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 Advantagemoderate
Switching Costshigh
Market Share31.9%
Top 3 Concentration73.2%
Network Density0.61
Margin vs Market+13.5%
Bed Util vs Market+11.1%
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: 2,205).
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 |
|---|---|---|---|---|
| ST. JOSEPHS MEDICAL CENTER | 348 | $729M | 29.2% | 26.6% |
| SAN JOAQUIN GENERAL HOSPITAL | 206 | $300M | 12.0% | 15.8% |
| ADVENTIST HEALTH LODI MEMORIAL | 186 | $244M | 9.8% | 14.2% |
| SUTTER TRACY COMMUNITY HOSPITAL | 77 | $160M | 6.4% | 5.9% |
| DAMERON HOSPITAL | 170 | $131M | 5.2% | 13.0% |
| DOCTORS HOSPITAL OF MANTECA | 73 | $114M | 4.6% | 5.6% |
| ST. JOSEPHS BEHAVIORAL HLTH CENTER | 35 | $20M | 0.8% | 2.7% |
Regional Payer Mix
■ Medicare 22%■ Medicaid 9%■ Commercial 69%