Market Analysis — REHABILITATION HOSPITAL OF THE NORTH
ID market | 4 hospitals | HHI: 6,786 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
426
Total Beds
$0.8B
Market Revenue
Concentrated
HHI: 6,786
None
Moat Rating (2/10)
#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 Concentration98.0%
Network Density0.94
Margin vs Market+12.1%
Bed Util vs Market+32.4%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The ID market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 6,786).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full ID market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| KOOTENAI HOSPITAL DISTRICT | 324 | $657M | 81.0% | 76.1% |
| NORTHWEST SPECIALTY HOSPITAL | 32 | $120M | 14.8% | 7.5% |
| NORTHERN IDAHO ADVANCED CARE HOSPITA | 40 | $16M | 2.0% | 9.4% |
Regional Payer Mix
■ Medicare 41%■ Medicaid 13%■ Commercial 47%