Market Analysis — THE UNITY HOSPITAL OF ROCHESTER
NY market | 6 hospitals | HHI: nan (Competitive)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
6
Hospitals in Market
1,971
Total Beds
$5.5B
Market Revenue
Competitive
HHI: nan
None
Moat Rating (3/10)
#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 Costshigh
Market Share10.4%
Top 3 Concentration81.2%
Network Density0.30
Margin vs Market-1.6%
Bed Util vs Market+48.8%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The NY market is competitive — many players, value creation must come from operations not market power (HHI: nan).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full NY market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| STRONG MEMORIAL HOSPITAL | 749 | $3,315M | 60.6% | 38.0% |
| ROCHESTER GENERAL HOSPITAL | 470 | $1,053M | 19.3% | 23.8% |
| HIGHLAND HOSPITAL | 261 | $457M | 8.4% | 13.2% |
| MONROE COMMUNITY HOSPITAL | 5 | $71M | 1.3% | 0.2% |
| ROCHESTER P.C. | 203 | $nanM | nan% | 10.3% |
Regional Payer Mix
■ Medicare 14%■ Medicaid 4%■ Commercial 82%