Market Analysis — MARY FREE BED REHAB HOSPITAL
MI market | 7 hospitals | HHI: 4,461 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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7
Hospitals in Market
2,036
Total Beds
$4.0B
Market Revenue
Concentrated
HHI: 4,461
None
Moat Rating (1/10)
#5
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 Costsmoderate
Market Share2.7%
Top 3 Concentration91.2%
Network Density0.34
Margin vs Market-0.0%
Bed Util vs Market+30.2%
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: 4,461).
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 |
|---|---|---|---|---|
| SPECTRUM HEALTH HOSPITALS | 1103 | $2,574M | 63.6% | 54.2% |
| TRINITY HEALTH GRAND RAPIDS | 271 | $602M | 14.9% | 13.3% |
| METROPOLITAN HOSPITAL | 201 | $512M | 12.7% | 9.9% |
| PINE REST CHRISTIAN HOSPITAL | 198 | $184M | 4.6% | 9.7% |
| FOREST VIEW HOSPITAL | 108 | $41M | 1.0% | 5.3% |
| SSH - SPECTRUM HEALTH | 36 | $22M | 0.5% | 1.8% |
Regional Payer Mix
■ Medicare 15%■ Medicaid 4%■ Commercial 81%