Market Analysis — N. OAKS REHABILITATION HOSPITAL
LA market | 6 hospitals | HHI: 6,474 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
426
Total Beds
$0.4B
Market Revenue
Concentrated
HHI: 6,474
None
Moat Rating (0/10)
#4
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 Share2.8%
Top 3 Concentration92.2%
Network Density1.41
Margin vs Market-9.5%
Bed Util vs Market-6.2%
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: 6,474).
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 |
|---|---|---|---|---|
| NORTH OAKS MEDICAL CENTER | 247 | $280M | 79.8% | 58.0% |
| LALLIE KEMP REGIONAL MEDICAL CENTER | 24 | $29M | 8.2% | 5.6% |
| OCEANS BEHAVIORAL HOSPITAL OF HAMMON | 52 | $15M | 4.2% | 12.2% |
| UNITED MEDICAL REHABILITATION HOSPIT | 40 | $10M | 2.8% | 9.4% |
| UNIVERSAL BEHAVIORAL HEALTH HOSPITAL | 36 | $8M | 2.3% | 8.5% |
Regional Payer Mix
■ Medicare 29%■ Medicaid 1%■ Commercial 70%