Market Analysis — COXHEALTH
MO market | 4 hospitals | HHI: 8,851 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
995
Total Beds
$1.5B
Market Revenue
Concentrated
HHI: 8,851
Narrow
Moat Rating (7/10)
#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 Advantagestrong
Switching Costshigh
Market Share94.0%
Top 3 Concentration98.4%
Network Density0.40
Margin vs Market-14.9%
Bed Util vs Market-2.9%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The MO market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 8,851).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full MO market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| LAKELAND REGIONAL HOSPITAL | 100 | $38M | 2.6% | 10.1% |
| MERCY REHABILITATION HOSPITAL-SPGF | 60 | $25M | 1.7% | 6.0% |
| SSH - SPRINGFIELD INC. | 44 | $24M | 1.7% | 4.4% |
Regional Payer Mix
■ Medicare 22%■ Medicaid 18%■ Commercial 60%