Market Analysis — UNIVERSITY HOSPITAL
KY market | 8 hospitals | HHI: 4,218 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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8
Hospitals in Market
2,310
Total Beds
$3.8B
Market Revenue
Concentrated
HHI: 4,218
Narrow
Moat Rating (7/10)
#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 Advantagestrong
Switching Costshigh
Market Share60.8%
Top 3 Concentration89.6%
Network Density0.35
Margin vs Market-12.7%
Bed Util vs Market+25.2%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The KY market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,218).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full KY market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| BAPTIST HEALTH LEXINGTON | 434 | $761M | 20.2% | 18.8% |
| SAINT JOSEPH HOSPITAL | 252 | $323M | 8.6% | 10.9% |
| SAINT JOSEPH EAST | 138 | $209M | 5.6% | 6.0% |
| CARDINAL HILL REHABILITATION HOSPITA | 158 | $80M | 2.1% | 6.8% |
| EASTERN STATE HOSPITAL | 195 | $52M | 1.4% | 8.4% |
| RIDGE | 110 | $38M | 1.0% | 4.8% |
| CONTINUING CARE HOSPITAL | 23 | $13M | 0.3% | 1.0% |
Regional Payer Mix
■ Medicare 20%■ Medicaid 1%■ Commercial 79%