Market Analysis — VENICE REGIONAL BAYFRONT HEALTH
FL market | 6 hospitals | HHI: 5,038 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
1,421
Total Beds
$1.6B
Market Revenue
Concentrated
HHI: 5,038
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 Costshigh
Market Share5.4%
Top 3 Concentration89.2%
Network Density0.42
Margin vs Market-15.9%
Bed Util vs Market-37.3%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The FL market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 5,038).
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 |
|---|---|---|---|---|
| SARASOTA MEMORIAL HOSPITAL | 787 | $1,097M | 69.2% | 55.4% |
| HCA FLORIDA SARASOTA DOCTORS HOSPITA | 139 | $184M | 11.6% | 9.8% |
| SARASOTA MEMORIAL HOSPITAL VENICE | 110 | $135M | 8.5% | 7.7% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 116 | $59M | 3.7% | 8.2% |
| PAM SPECIALTY HOSPITAL OF SARASOTA | 40 | $26M | 1.7% | 2.8% |
Regional Payer Mix
■ Medicare 50%■ Medicaid 4%■ Commercial 46%