Market Analysis — CHILDRENS SPECIALIZED HOPSITAL
NJ market | 7 hospitals | HHI: 3,983 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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7
Hospitals in Market
1,083
Total Beds
$1.5B
Market Revenue
Concentrated
HHI: 3,983
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 Costslow
Market Share10.1%
Top 3 Concentration86.6%
Network Density0.65
Margin vs Market-14.3%
Bed Util vs Market+18.5%
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: 3,983).
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 |
|---|---|---|---|---|
| OVERLOOK MEDICAL CENTER | 440 | $880M | 59.2% | 40.6% |
| TRINITAS HOSPITAL | 192 | $256M | 17.2% | 17.7% |
| ROBERT WOOD JOHNSON HOSPITAL @ RAHW | 139 | $121M | 8.2% | 12.8% |
| SUMMIT OAKS HOSPITAL | 124 | $31M | 2.1% | 11.5% |
| THE REHAB HOSPITAL AT RARITAN BAY | 76 | $28M | 1.9% | 7.0% |
| CORNERSTONE BEHAVIORAL HEALTH HOSPIT | 44 | $18M | 1.2% | 4.1% |
Regional Payer Mix
■ Medicare 22%■ Medicaid 7%■ Commercial 71%