Market Analysis — SUN BEHAVIORAL DELAWARE LLC
DE market | 14 hospitals | HHI: 2,698 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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14
Hospitals in Market
2,792
Total Beds
$4.9B
Market Revenue
Concentrated
HHI: 2,698
None
Moat Rating (0/10)
#13
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 Share0.4%
Top 3 Concentration72.9%
Network Density0.50
Margin vs Market-8.9%
Bed Util vs Market+12.7%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The DE market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 2,698).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full DE market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| CHRISTIANA CARE HEALTH SYSTEM | 1172 | $2,261M | 46.5% | 42.0% |
| ALFRED I DUPONT HOSP FOR CHILDREN | 206 | $694M | 14.3% | 7.4% |
| BAYHEALTH HOSPITAL KENT CAMPUS | 279 | $588M | 12.1% | 10.0% |
| BEEBE MEDICAL CENTER | 210 | $550M | 11.3% | 7.5% |
| BAYHEALTH HOSPITAL SUSSEX CAMPUS | 117 | $299M | 6.1% | 4.2% |
| NANTICOKE MEMORIAL HOSPITAL | 92 | $153M | 3.1% | 3.3% |
| ST. FRANCIS HOSPITAL WILMINGTON | 146 | $129M | 2.6% | 5.2% |
| ROCKFORD | 148 | $32M | 0.7% | 5.3% |
| MEADOW WOOD HOSPITAL | 120 | $30M | 0.6% | 4.3% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 40 | $29M | 0.6% | 1.4% |
Regional Payer Mix
■ Medicare 31%■ Medicaid 14%■ Commercial 55%