Market Analysis — LEE MEMORIAL HOSPITAL
FL market | 7 hospitals | HHI: 3,831 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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7
Hospitals in Market
1,907
Total Beds
$2.4B
Market Revenue
Concentrated
HHI: 3,831
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 Share53.0%
Top 3 Concentration96.5%
Network Density0.37
Margin vs Market-9.4%
Bed Util vs Market+3.6%
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: 3,831).
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 |
|---|---|---|---|---|
| GULF COAST MEDICAL CENTER | 624 | $664M | 27.6% | 32.7% |
| CAPE CORAL HOSPITAL | 289 | $382M | 15.9% | 15.2% |
| PARK ROYAL HOSPITAL | 114 | $35M | 1.4% | 6.0% |
| SSH - FORT MYERS | 60 | $27M | 1.1% | 3.1% |
| LANDMARK HOSPITAL OF SOUTHWEST FLORI | 32 | $13M | 0.5% | 1.7% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 40 | $9M | 0.4% | 2.1% |
Regional Payer Mix
■ Medicare 44%■ Medicaid 9%■ Commercial 47%