Market Analysis — ELLENVILLE REGIONAL HOSPITAL
NY market | 3 hospitals | HHI: 4,590 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
3
Hospitals in Market
283
Total Beds
$0.2B
Market Revenue
Concentrated
HHI: 4,590
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 Costslow
Market Share10.9%
Top 3 Concentration100.0%
Network Density1.06
Margin vs Market+25.6%
Bed Util vs Market+0.7%
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: 4,590).
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 |
|---|---|---|---|---|
| BENEDICTINE HOSPITAL | 111 | $137M | 60.4% | 39.2% |
| THE KINGSTON HOSPITAL | 147 | $65M | 28.6% | 51.9% |
Regional Payer Mix
■ Medicare 55%■ Medicaid 4%■ Commercial 41%