Market Analysis — DELAWARE VALLEY HOSPITAL
NY market | 3 hospitals | HHI: 3,695 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
56
Total Beds
$0.1B
Market Revenue
Concentrated
HHI: 3,695
Narrow
Moat Rating (5/10)
#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 Advantagemoderate
Switching Costslow
Market Share48.3%
Top 3 Concentration100.0%
Network Density3.00
Margin vs Market+22.6%
Bed Util vs Market-13.4%
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: 3,695).
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 |
|---|---|---|---|---|
| OCONNOR HOSPITAL | 16 | $20M | 29.4% | 28.6% |
| MARGARETVILLE HOSPITAL | 15 | $15M | 22.3% | 26.8% |
Regional Payer Mix
■ Medicare 44%■ Medicaid 4%■ Commercial 52%