← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
16
Hospitals in Market
3,517
Total Beds
$3.9B
Market Revenue
Competitive
HHI: nan
None
Moat Rating (2/10)
#12
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 Share1.0%
Top 3 Concentration64.7%
Network Density0.45
Margin vs Market+11.4%
Bed Util vs Market-43.6%
What This Means
This hospital has a none moat β no moat β commoditized market position, pricing power limited. The PA market is competitive β many players, value creation must come from operations not market power (HHI: nan).
Implications: Operational improvements are the primary value driver β see the EBITDA bridge. Compare against peers via comparables or see the full PA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| READING HOSPITAL AND MEDICAL CENTER | 561 | $1,148M | 29.3% | 16.0% |
| ABINGTON MEMORIAL HOSPITAL | 588 | $763M | 19.5% | 16.7% |
| LANKENAU MEDICAL CENTER | 370 | $622M | 15.9% | 10.5% |
| BRYN MAWR HOSPITAL | 244 | $397M | 10.2% | 6.9% |
| EINSTEIN MEDICAL CENTER MONTGOMERY | 175 | $276M | 7.1% | 5.0% |
| HOLY REDEEMER HOSPITAL | 213 | $216M | 5.5% | 6.1% |
| POTTSTOWN MEMORIAL MEDICAL CENTER | 185 | $139M | 3.6% | 5.3% |
| LANSDALE HOSPITAL | 140 | $94M | 2.4% | 4.0% |
| THE HORSHAM CLINIC | 206 | $64M | 1.6% | 5.9% |
| SUBURBAN COMMUNITY HOSPITAL | 111 | $42M | 1.1% | 3.2% |
Regional Payer Mix
■ Medicare 22%■ Medicaid 3%■ Commercial 75%