Market Analysis — SSH - ERIE
PA market | 5 hospitals | HHI: 4,440 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
889
Total Beds
$1.0B
Market Revenue
Concentrated
HHI: 4,440
None
Moat Rating (2/10)
#5
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 Share1.6%
Top 3 Concentration96.0%
Network Density0.56
Margin vs Market+8.3%
Bed Util vs Market-19.5%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The PA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,440).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full PA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| UPMC HAMOT | 456 | $508M | 51.8% | 51.3% |
| SAINT VINCENT HOSPITAL | 303 | $408M | 41.7% | 34.1% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 60 | $24M | 2.5% | 6.8% |
| CORRY MEMORIAL HOSPITAL | 20 | $24M | 2.4% | 2.2% |
Regional Payer Mix
■ Medicare 34%■ Medicaid 2%■ Commercial 64%