Market Analysis — VIBRA SPECIALTY HOSP PORTLAND
OR market | 9 hospitals | HHI: 2,321 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
9
Hospitals in Market
2,457
Total Beds
$6.5B
Market Revenue
Moderate
HHI: 2,321
None
Moat Rating (3/10)
#9
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 Concentration70.3%
Network Density0.37
Margin vs Market+5.7%
Bed Util vs Market+7.1%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The OR market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 2,321).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full OR market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| OHSU HOSPITAL AND CLINICS | 549 | $2,571M | 39.6% | 22.3% |
| PROVIDENCE ST. VINCENT MEDICAL CTR | 536 | $1,004M | 15.5% | 21.8% |
| LEGACY EMANUEL HOSPITAL & HEALTH CTR | 388 | $983M | 15.2% | 15.8% |
| PROVIDENCE PORTLAND MEDICAL CENTER | 369 | $928M | 14.3% | 15.0% |
| LEGACY GOOD SAMARITAN HOSPITAL | 177 | $415M | 6.4% | 7.2% |
| ADVENTIST MEDICAL CENTER-PORTLAND | 168 | $324M | 5.0% | 6.8% |
| LEGACY MOUNT HOOD MEDICAL CENTER | 99 | $197M | 3.0% | 4.0% |
| UBH OF OREGON LLD D/BA CEDAR HILLS | 98 | $33M | 0.5% | 4.0% |
Regional Payer Mix
■ Medicare 19%■ Medicaid 6%■ Commercial 75%