Market Analysis — BROOKS-TLC HOSPITAL SYSTEM INC.
NY market | 3 hospitals | HHI: 6,100 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
326
Total Beds
$0.2B
Market Revenue
Concentrated
HHI: 6,100
None
Moat Rating (4/10)
#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 Advantageweak
Switching Costslow
Market Share19.9%
Top 3 Concentration100.0%
Network Density0.92
Margin vs Market+54.1%
Bed Util vs Market-35.7%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The NY market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 6,100).
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 |
|---|---|---|---|---|
| UPMC CHAUTAUQUA AT WCA | 257 | $127M | 75.4% | 78.8% |
| WESTFIELD MEMORIAL HOSPITAL | 4 | $8M | 4.7% | 1.2% |
Regional Payer Mix
■ Medicare 35%■ Medicaid 3%■ Commercial 63%