Market Analysis — OSF HEALTHCARE TRANSITIONAL CARE HOS
IL market | 4 hospitals | HHI: 5,492 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
942
Total Beds
$1.8B
Market Revenue
Concentrated
HHI: 5,492
None
Moat Rating (0/10)
#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 Costslow
Market Share1.2%
Top 3 Concentration98.8%
Network Density0.42
Margin vs Market-6.0%
Bed Util vs Market+18.3%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The IL market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 5,492).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full IL market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| SAINT FRANCIS MEDICAL CENTER | 649 | $1,303M | 70.8% | 68.9% |
| METHODIST MEDICAL CTR OF ILLINOIS | 203 | $382M | 20.7% | 21.6% |
| PROCTOR HOSPITAL | 72 | $134M | 7.3% | 7.6% |
Regional Payer Mix
■ Medicare 32%■ Medicaid 11%■ Commercial 57%