Market Analysis — CORNING HOSPITAL
NY market | 3 hospitals | HHI: 5,664 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
95
Total Beds
$0.2B
Market Revenue
Concentrated
HHI: 5,664
Narrow
Moat Rating (7/10)
#1
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 Advantagestrong
Switching Costslow
Market Share72.2%
Top 3 Concentration100.0%
Network Density3.00
Margin vs Market+32.5%
Bed Util vs Market+11.3%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The NY market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 5,664).
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 |
|---|---|---|---|---|
| ST. JAMES HOSPITAL | 15 | $46M | 19.7% | 15.8% |
| IRA DAVENPORT MEMORIAL HOSPITAL INC | 15 | $19M | 8.1% | 15.8% |
Regional Payer Mix
■ Medicare 31%■ Medicaid 2%■ Commercial 67%