Market Analysis — INSIGHT SURGICAL HOSPITAL
MI market | 6 hospitals | HHI: 2,896 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
1,273
Total Beds
$1.5B
Market Revenue
Concentrated
HHI: 2,896
None
Moat Rating (0/10)
#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 Share1.8%
Top 3 Concentration90.9%
Network Density0.47
Margin vs Market-3.4%
Bed Util vs Market-51.7%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The MI market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 2,896).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full MI market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| HENRY FORD HEALTH MACOMB HOSPITAL | 303 | $585M | 38.1% | 23.8% |
| ASCENSION MACOMB-OAKLAND HOSPITAL | 393 | $451M | 29.5% | 30.9% |
| MCLAREN MACOMB | 286 | $357M | 23.3% | 22.5% |
| SSH - MACOMB COUNTY INC. | 114 | $60M | 3.9% | 9.0% |
| HARBOR OAKS HOSPITAL | 164 | $51M | 3.4% | 12.9% |
Regional Payer Mix
■ Medicare 24%■ Medicaid 11%■ Commercial 65%