Market Analysis — VAN MATRE ENCOMPASS HEALTH REHABILIT
IL market | 4 hospitals | HHI: 3,575 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
824
Total Beds
$1.6B
Market Revenue
Concentrated
HHI: 3,575
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 Costslow
Market Share2.1%
Top 3 Concentration97.9%
Network Density0.49
Margin vs Market+2.6%
Bed Util vs Market+22.5%
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: 3,575).
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 |
|---|---|---|---|---|
| SWEDISHAMERICAN HOSPITAL | 324 | $752M | 48.3% | 39.3% |
| SAINT ANTHONY MEDICAL CENTER | 241 | $407M | 26.2% | 29.2% |
| JAVON BEA HOSPITAL | 194 | $364M | 23.4% | 23.5% |
Regional Payer Mix
■ Medicare 32%■ Medicaid 8%■ Commercial 59%