Market Analysis — ST. JOSEPH HOSPITAL
NY market | 8 hospitals | HHI: 2,656 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
8
Hospitals in Market
2,490
Total Beds
$5.0B
Market Revenue
Concentrated
HHI: 2,656
None
Moat Rating (4/10)
#8
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 Share3.1%
Top 3 Concentration74.9%
Network Density0.32
Margin vs Market+13.0%
Bed Util vs Market-20.8%
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: 2,656).
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 |
|---|---|---|---|---|
| NORTH SHORE UNIVERSITY HOSPITAL | 782 | $2,272M | 45.3% | 31.4% |
| ST. FRANCIS HOSPITAL | 364 | $889M | 17.8% | 14.6% |
| SOUTH NASSAU COMMUNITIES HOSPITAL | 312 | $594M | 11.8% | 12.5% |
| NASSAU UNIVERSITY MEDICAL CENTER | 320 | $431M | 8.6% | 12.8% |
| MERCY MEDICAL CENTER | 299 | $282M | 5.6% | 12.0% |
| PLAINVIEW HOSPITAL | 156 | $213M | 4.3% | 6.3% |
| GLEN COVE HOSPITAL | 54 | $176M | 3.5% | 2.2% |
Regional Payer Mix
■ Medicare 42%■ Medicaid 5%■ Commercial 53%