Market Analysis — OGLETHORPE OF ORLANDO INC.
FL market | 3 hospitals | HHI: 6,784 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
3
Hospitals in Market
499
Total Beds
$0.6B
Market Revenue
Concentrated
HHI: 6,784
None
Moat Rating (0/10)
#3
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 Share2.2%
Top 3 Concentration100.0%
Network Density0.60
Margin vs Market-10.7%
Bed Util vs Market+12.7%
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: 6,784).
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 |
|---|---|---|---|---|
| OSCEOLA REGIONAL MEDICAL CENTER | 351 | $453M | 80.5% | 70.3% |
| ST. CLOUD REGIONAL MEDICAL CENTER | 84 | $97M | 17.2% | 16.8% |
Regional Payer Mix
■ Medicare 38%■ Medicaid 4%■ Commercial 58%