Market Analysis — MERCYONE WATERLOO MEDICAL CENTER
IA market | 3 hospitals | HHI: 4,451 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
358
Total Beds
$0.6B
Market Revenue
Concentrated
HHI: 4,451
None
Moat Rating (4/10)
#1
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 Advantagemoderate
Switching Costsmoderate
Market Share48.0%
Top 3 Concentration100.0%
Network Density0.84
Margin vs Market-6.9%
Bed Util vs Market-2.9%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The IA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,451).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full IA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| ALLEN MEMORIAL HOSPITAL | 189 | $271M | 46.0% | 52.8% |
| MERCYONE CEDAR FALLS MEDICAL CENTER | 35 | $36M | 6.1% | 9.8% |
Regional Payer Mix
■ Medicare 34%■ Medicaid 14%■ Commercial 52%