Market Analysis — SSH - DES MOINES
IA market | 5 hospitals | HHI: 4,063 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
1,325
Total Beds
$1.7B
Market Revenue
Concentrated
HHI: 4,063
None
Moat Rating (1/10)
#5
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 Share0.7%
Top 3 Concentration98.0%
Network Density0.38
Margin vs Market+0.0%
Bed Util vs Market+4.5%
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: 4,063).
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 |
|---|---|---|---|---|
| IOWA METHODIST MEDICAL CENTER | 576 | $862M | 50.7% | 43.5% |
| MERCY MEDICAL CENTER-DES MOINES | 556 | $636M | 37.4% | 42.0% |
| BROADLAWNS MEDICAL CENTER | 113 | $170M | 10.0% | 8.5% |
| MERCY REHAB HOSPITAL IOWA | 50 | $22M | 1.3% | 3.8% |
Regional Payer Mix
■ Medicare 39%■ Medicaid 28%■ Commercial 33%