Market Analysis — ORLANDO HEALTH
FL market | 9 hospitals | HHI: 5,142 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
9
Hospitals in Market
2,524
Total Beds
$3.4B
Market Revenue
Concentrated
HHI: 5,142
Narrow
Moat Rating (7/10)
#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 Advantagestrong
Switching Costshigh
Market Share70.5%
Top 3 Concentration87.5%
Network Density0.36
Margin vs Market-8.9%
Bed Util vs Market+21.6%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The FL market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 5,142).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full FL market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| ORLANDO HEALTH-HEALTH CENTRAL HOSPIT | 284 | $306M | 9.1% | 11.2% |
| NEMOURS CHILDRENS HOSPITAL | 130 | $269M | 8.0% | 5.1% |
| OVIEDO MEDICAL CENTER | 64 | $111M | 3.3% | 2.5% |
| ASPIRE HEALTH PARTNERS INC | 90 | $103M | 3.0% | 3.6% |
| UCF LAKE NONA HOSPITAL | 64 | $80M | 2.4% | 2.5% |
| SSH -ORLANDO | 99 | $60M | 1.8% | 3.9% |
| CENTRAL FLORIDA BEHAVIORAL HEALTH | 174 | $46M | 1.4% | 6.9% |
| UNIVERSITY BEHAVIORAL CENTER | 112 | $22M | 0.7% | 4.4% |
Regional Payer Mix
■ Medicare 14%■ Medicaid 19%■ Commercial 67%