Market Analysis — SMDC MEDICAL CENTER
MN market | 8 hospitals | HHI: 2,368 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
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8
Hospitals in Market
852
Total Beds
$1.8B
Market Revenue
Moderate
HHI: 2,368
Narrow
Moat Rating (5/10)
#1
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 Advantagemoderate
Switching Costsmoderate
Market Share28.7%
Top 3 Concentration82.4%
Network Density0.94
Margin vs Market-1.0%
Bed Util vs Market-3.7%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The MN market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 2,368).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full MN market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| ST. LUKES HOSPITAL OF DULUTH | 238 | $494M | 27.3% | 27.9% |
| ST. MARYS MEDICAL CENTER | 329 | $478M | 26.4% | 38.6% |
| ESSENTIA HEALTH VIRGINIA | 49 | $132M | 7.3% | 5.8% |
| RANGE REGIONAL HEALTH SERVICES | 72 | $121M | 6.7% | 8.5% |
| ELY-BLOOMENSON COMMUNITY HOSPITAL | 16 | $28M | 1.6% | 1.9% |
| NORTHERN PINES MEDICAL CENTER | 16 | $23M | 1.2% | 1.9% |
| COOK HOSPITAL | 14 | $15M | 0.8% | 1.6% |
Regional Payer Mix
■ Medicare 43%■ Medicaid 7%■ Commercial 50%