Market Analysis — SSM HEALTH DEPAUL HOSPITAL
MO market | 16 hospitals | HHI: 1,197 (Competitive)
🛡️ Public data only — no PHI permitted on this instance.
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16
Hospitals in Market
4,620
Total Beds
$6.4B
Market Revenue
Competitive
HHI: 1,197
None
Moat Rating (4/10)
#7
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 Costshigh
Market Share7.3%
Top 3 Concentration47.8%
Network Density0.35
Margin vs Market-14.6%
Bed Util vs Market+8.9%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The MO market is competitive — many players, value creation must come from operations not market power (HHI: 1,197).
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 |
|---|---|---|---|---|
| MERCY HOSPITAL - ST. LOUIS | 815 | $1,388M | 21.6% | 17.6% |
| ST. LOUIS CHILDRENS HOSPITAL | 445 | $886M | 13.8% | 9.6% |
| SSM HEALTH ST. MARYS HOSPITAL - STL | 501 | $793M | 12.3% | 10.8% |
| MISSOURI BAPTIST MEDICAL CENTER | 402 | $716M | 11.2% | 8.7% |
| ST. LUKES HOSPITAL | 390 | $574M | 8.9% | 8.4% |
| MERCY HOSPITAL SOUTH | 720 | $545M | 8.5% | 15.6% |
| CHRISTIAN HOSPITAL NORTHEAST | 267 | $341M | 5.3% | 5.8% |
| SSM HEALTH ST CLARE HOSPITAL | 180 | $225M | 3.5% | 3.9% |
| BARNES JEWISH WEST COUNTY HOSPITAL | 68 | $221M | 3.5% | 1.5% |
| ST. LUKES DES PERES HOSPITAL | 55 | $78M | 1.2% | 1.2% |
Regional Payer Mix
■ Medicare 25%■ Medicaid 10%■ Commercial 65%