Market Analysis — INTENSIVE SPECIALTY HOSPITAL
LA market | 8 hospitals | HHI: 7,047 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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8
Hospitals in Market
1,183
Total Beds
$1.2B
Market Revenue
Concentrated
HHI: 7,047
Narrow
Moat Rating (5/10)
#3
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 Share4.5%
Top 3 Concentration94.5%
Network Density0.68
Margin vs Market-9.9%
Bed Util vs Market-18.2%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The LA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 7,047).
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 |
|---|---|---|---|---|
| WILLIS-KNIGHTON HEALTH SYSTEMS | 686 | $1,017M | 83.5% | 58.0% |
| SPECIALISTS HOSPITAL OF SHREVEPORT | 15 | $79M | 6.5% | 1.3% |
| NORTH CADDO MEDICAL CENTER | 25 | $24M | 2.0% | 2.1% |
| LOUISIANA BEHAVIORAL HEALTH AMEND #1 | 89 | $18M | 1.5% | 7.5% |
| PAM SPECIALTY HOSPITAL OF SHREVEPORT | 36 | $17M | 1.4% | 3.0% |
| PHYSICIANS BEHAVIORAL HOSPITAL OF SH | 42 | $7M | 0.6% | 3.5% |
| SHREVEPORT REHABILITATION HOSPITAL | 40 | $0M | 0.0% | 3.4% |
Regional Payer Mix
■ Medicare 43%■ Medicaid 15%■ Commercial 43%