Market Analysis — COMPASS BEHAVIORAL HEALTH CENTER OF
LA market | 4 hospitals | HHI: 5,195 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
253
Total Beds
$0.3B
Market Revenue
Concentrated
HHI: 5,195
None
Moat Rating (2/10)
#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 Share1.1%
Top 3 Concentration98.9%
Network Density1.58
Margin vs Market+13.2%
Bed Util vs Market-11.3%
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: 5,195).
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 |
|---|---|---|---|---|
| TERREBONNE GENERAL HEALTH SYSTEM | 139 | $231M | 66.3% | 54.9% |
| SOUTHERN REGIONAL MEDICAL CORP | 64 | $97M | 28.0% | 25.3% |
| PHYSICIANS MEDICAL CENTER | 30 | $16M | 4.7% | 11.9% |
Regional Payer Mix
■ Medicare 18%■ Medicaid 26%■ Commercial 56%