Market Analysis — HEARTLAND LONG TERM ACUTE CARE HOSPI
MO market | 3 hospitals | HHI: 9,102 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
501
Total Beds
$0.7B
Market Revenue
Concentrated
HHI: 9,102
None
Moat Rating (2/10)
#3
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 Share1.5%
Top 3 Concentration100.0%
Network Density0.60
Margin vs Market+9.6%
Bed Util vs Market-16.3%
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: 9,102).
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 |
|---|---|---|---|---|
| HEARTLAND REGIONAL MEDICAL CENTER | 352 | $677M | 95.3% | 70.3% |
| N.W. MO PSYCHIATRIC REHAB CTR | 108 | $22M | 3.2% | 21.6% |
Regional Payer Mix
■ Medicare 31%■ Medicaid 13%■ Commercial 56%