Market Analysis — NEW ENGLAND REHABILITATION HOSPITAL
ME market | 6 hospitals | HHI: 5,567 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
1,020
Total Beds
$2.3B
Market Revenue
Concentrated
HHI: 5,567
None
Moat Rating (2/10)
#6
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 Share1.7%
Top 3 Concentration92.6%
Network Density0.59
Margin vs Market+20.8%
Bed Util vs Market+1.5%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The ME market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 5,567).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full ME market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| MAINE MEDICAL CENTER | 639 | $1,712M | 73.2% | 62.6% |
| MERCY HOSPITAL | 77 | $240M | 10.3% | 7.5% |
| MID COAST HOSPITAL | 93 | $214M | 9.1% | 9.1% |
| SPRING HARBOR HOSPITAL | 96 | $78M | 3.3% | 9.4% |
| BRIDGTON HOSPITAL | 25 | $57M | 2.4% | 2.5% |
Regional Payer Mix
■ Medicare 24%■ Medicaid 21%■ Commercial 55%