Market Analysis — CHILDRENS HOSPITAL COLORADO
CO market | 7 hospitals | HHI: 4,114 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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7
Hospitals in Market
1,602
Total Beds
$4.7B
Market Revenue
Concentrated
HHI: 4,114
Narrow
Moat Rating (7/10)
#2
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 Share30.0%
Top 3 Concentration91.8%
Network Density0.44
Margin vs Market-1.5%
Bed Util vs Market+8.5%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The CO market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,114).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full CO market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| UNIVERSITY OF CO HOSPITAL | 709 | $2,662M | 56.1% | 44.3% |
| CENTURA ST. ANTHONY NORTH HOSPITAL | 118 | $268M | 5.7% | 7.4% |
| PLATTE VALLEY MEDICAL CENTER | 89 | $181M | 3.8% | 5.6% |
| NORTH SUBURBAN MEDICAL CENTER | 115 | $160M | 3.4% | 7.2% |
| VIBRA HOSPITAL DENVER | 54 | $33M | 0.7% | 3.4% |
| VIBRA REHABILITATION HOSPITAL OF DEN | 31 | $12M | 0.3% | 1.9% |
Regional Payer Mix
■ Medicare 15%■ Medicaid 41%■ Commercial 44%