Market Analysis — KINDRED HOSPITAL NEW JERSEY
NJ market | 5 hospitals | HHI: 7,148 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
1,513
Total Beds
$2.0B
Market Revenue
Concentrated
HHI: 7,148
None
Moat Rating (1/10)
#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 Costsmoderate
Market Share2.7%
Top 3 Concentration98.7%
Network Density0.33
Margin vs Market-9.2%
Bed Util vs Market-2.8%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The NJ market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 7,148).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full NJ market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| MORRISTOWN MEDICAL CENTER | 705 | $1,699M | 83.6% | 46.6% |
| CHILTON HOSPITAL | 198 | $254M | 12.5% | 13.1% |
| ATLANTIC REHABILITATION INSTITUTE | 38 | $23M | 1.1% | 2.5% |
| GREYSTONE PARK PSYCH. HOSPITAL | 468 | $3M | 0.1% | 30.9% |
Regional Payer Mix
■ Medicare 39%■ Medicaid 3%■ Commercial 59%