Market Analysis — THE MOSES H. CONE MEMORIAL HOSPITAL
NC market | 4 hospitals | HHI: 5,840 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
1,198
Total Beds
$1.7B
Market Revenue
Concentrated
HHI: 5,840
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 Costshigh
Market Share72.5%
Top 3 Concentration99.1%
Network Density0.33
Margin vs Market-2.3%
Bed Util vs Market+12.6%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The NC market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 5,840).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full NC market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| HIGH POINT MEDICAL CENTER | 288 | $406M | 23.9% | 24.0% |
| KINDRED HOSPITAL GREENSBORO | 101 | $45M | 2.6% | 8.4% |
| SSH -GREENSBORO | 30 | $16M | 0.9% | 2.5% |
Regional Payer Mix
■ Medicare 26%■ Medicaid 4%■ Commercial 70%