Market Analysis — KINDRED HOSPITAL ST. LOUIS
MO market | 3 hospitals | HHI: 9,682 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
1,407
Total Beds
$2.5B
Market Revenue
Concentrated
HHI: 9,682
None
Moat Rating (1/10)
#2
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 Share1.4%
Top 3 Concentration100.0%
Network Density0.21
Margin vs Market+0.0%
Bed Util vs Market-12.2%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The MO market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 9,682).
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 |
|---|---|---|---|---|
| BARNES-JEWISH HOSPITAL | 1259 | $2,418M | 98.4% | 89.5% |
| METROPOLITAN ST.LOUIS PSYCH CENTER | 50 | $6M | 0.2% | 3.5% |
Regional Payer Mix
■ Medicare 20%■ Medicaid 12%■ Commercial 68%