Market Analysis — ADVENTIST HEALTH TULARE
CA market | 4 hospitals | HHI: 4,492 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
648
Total Beds
$1.0B
Market Revenue
Concentrated
HHI: 4,492
None
Moat Rating (2/10)
#4
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 Share4.8%
Top 3 Concentration95.2%
Network Density0.62
Margin vs Market+20.1%
Bed Util vs Market-28.1%
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: 4,492).
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 |
|---|---|---|---|---|
| KAWEAH DELTA MEDICAL CENTER | 430 | $654M | 62.7% | 66.4% |
| PORTERVILLE DEVELOPMENTAL CENTER | 17 | $194M | 18.6% | 2.6% |
| SIERRA VIEW MEDICAL CENTER | 128 | $146M | 14.0% | 19.8% |
Regional Payer Mix
■ Medicare 24%■ Medicaid 36%■ Commercial 40%