Market Analysis — SSH - DURHAM
NC market | 4 hospitals | HHI: 7,544 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
1,397
Total Beds
$3.7B
Market Revenue
Concentrated
HHI: 7,544
None
Moat Rating (1/10)
#4
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 Share0.5%
Top 3 Concentration99.5%
Network Density0.29
Margin vs Market+0.6%
Bed Util vs Market+18.2%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The NC market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 7,544).
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 |
|---|---|---|---|---|
| DUKE UNIVERSITY HOSPITAL | 1048 | $3,157M | 86.1% | 75.0% |
| DUKE REGIONAL HOSPITAL | 301 | $421M | 11.5% | 21.6% |
| NORTH CAROLINA SPECIALTY HOSPITAL | 18 | $72M | 1.9% | 1.3% |
Regional Payer Mix
■ Medicare 28%■ Medicaid 4%■ Commercial 68%