Market Analysis — AVALA
LA market | 9 hospitals | HHI: 3,967 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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9
Hospitals in Market
539
Total Beds
$0.4B
Market Revenue
Concentrated
HHI: 3,967
None
Moat Rating (4/10)
#2
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 Share16.2%
Top 3 Concentration81.6%
Network Density1.67
Margin vs Market+14.8%
Bed Util vs Market-38.7%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The LA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 3,967).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full LA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| SLIDELL MEMORIAL HOSPITAL | 231 | $237M | 60.1% | 42.9% |
| DOCTORS HOSPITAL OF SLIDELL LLC | 10 | $21M | 5.3% | 1.9% |
| PAM II OF COVINGTON | 31 | $20M | 5.1% | 5.8% |
| NORTHLAKE BEHAVIORAL HEALTH SYSTEM | 140 | $16M | 4.0% | 26.0% |
| NORTHSHORE EXTENDED CARE HOSPITAL | 30 | $13M | 3.2% | 5.6% |
| NORTH SHORE REHABILITATION HOSPITAL | 30 | $12M | 3.0% | 5.6% |
| COVINGTON AMG REHABILITATION HOSPITA | 24 | $8M | 2.0% | 4.5% |
| BEACON BEH HOSP NORTHSHORE | 22 | $4M | 1.1% | 4.1% |
Regional Payer Mix
■ Medicare 35%■ Medicaid 13%■ Commercial 52%