Market Analysis — SILVER LAKE (12 MONTH FOR FILING)
NJ market | 10 hospitals | HHI: 1,741 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
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10
Hospitals in Market
2,660
Total Beds
$3.7B
Market Revenue
Moderate
HHI: 1,741
None
Moat Rating (3/10)
#9
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 Concentration65.4%
Network Density0.38
Margin vs Market+6.4%
Bed Util vs Market-5.5%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The NJ market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 1,741).
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 |
|---|---|---|---|---|
| COOPERMAN BARNABAS MEDICAL CENTER | 554 | $1,072M | 28.7% | 20.8% |
| UH - UNIVERSITY HOSPITAL | 358 | $702M | 18.8% | 13.5% |
| NEWARK BETH ISRAEL MEDICAL CENTER | 422 | $670M | 17.9% | 15.9% |
| CLARA MAASS MEDICAL CENTER | 259 | $360M | 9.6% | 9.7% |
| MOUNTAINSIDE HOSPITAL | 184 | $306M | 8.2% | 6.9% |
| KESSLER INSTITUTE FOR REHABILIATATIO | 336 | $256M | 6.8% | 12.6% |
| ST. MICHAELS MEDICAL CENTER | 147 | $199M | 5.3% | 5.5% |
| EAST ORANGE GENERAL HOSPITAL | 157 | $76M | 2.0% | 5.9% |
| ESSEX COUNTY HOSPITAL CENTER | 180 | $39M | 1.1% | 6.8% |
Regional Payer Mix
■ Medicare 28%■ Medicaid 6%■ Commercial 67%