Market Analysis — ST VINCENT HEALTHCARE
MT market | 4 hospitals | HHI: 4,972 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
634
Total Beds
$1.5B
Market Revenue
Concentrated
HHI: 4,972
Narrow
Moat Rating (5/10)
#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 Advantagemoderate
Switching Costshigh
Market Share37.6%
Top 3 Concentration99.0%
Network Density0.63
Margin vs Market-17.0%
Bed Util vs Market+8.8%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The MT market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,972).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full MT market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| BILLINGS CLINIC | 334 | $872M | 59.6% | 52.7% |
| ADVANCED CARE HOSPITAL OF MONTANA | 40 | $26M | 1.7% | 6.3% |
| REHABILITATION HOSPITAL OF MONTANA | 34 | $15M | 1.0% | 5.4% |
Regional Payer Mix
■ Medicare 41%■ Medicaid 22%■ Commercial 37%