Market Analysis — INSTITUTE FOR ORTHOPAEDIC SURGERY
OH market | 5 hospitals | HHI: 4,387 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
502
Total Beds
$0.8B
Market Revenue
Concentrated
HHI: 4,387
None
Moat Rating (0/10)
#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 Share6.6%
Top 3 Concentration95.1%
Network Density1.00
Margin vs Market-8.3%
Bed Util vs Market-37.9%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The OH market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,387).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full OH market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| ST. RITAS MEDICAL CENTER LLC | 329 | $498M | 58.6% | 65.5% |
| LIMA MEMORIAL HOSPITAL | 110 | $254M | 29.9% | 21.9% |
| BLUFFTON HOSPITAL | 25 | $25M | 2.9% | 5.0% |
| KINDRED HOSPITAL LIMA | 26 | $17M | 2.0% | 5.2% |
Regional Payer Mix
■ Medicare 45%■ Medicaid 2%■ Commercial 52%