Market Analysis — KINDRED HOSPITAL NORTHLAND
MO market | 5 hospitals | HHI: 4,588 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
749
Total Beds
$1.0B
Market Revenue
Concentrated
HHI: 4,588
None
Moat Rating (0/10)
#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 Costslow
Market Share1.9%
Top 3 Concentration95.1%
Network Density0.67
Margin vs Market-14.7%
Bed Util vs Market-1.4%
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: 4,588).
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 |
|---|---|---|---|---|
| NORTH KANSAS CITY HOSPITAL | 383 | $601M | 60.3% | 51.1% |
| LIBERTY HOSPITAL | 199 | $303M | 30.4% | 26.6% |
| EXCELSIOR SPRINGS HOSPITAL | 25 | $44M | 4.4% | 3.3% |
| SIGNATURE PSYCH HOSPITAL | 92 | $30M | 3.0% | 12.3% |
Regional Payer Mix
■ Medicare 25%■ Medicaid 11%■ Commercial 64%