Market Analysis — GOOD SHEPHERD REHABILITATION HOSPITA
PA market | 6 hospitals | HHI: 6,080 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
6
Hospitals in Market
2,068
Total Beds
$12.0B
Market Revenue
Concentrated
HHI: 6,080
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 Share0.8%
Top 3 Concentration98.8%
Network Density0.29
Margin vs Market-11.4%
Bed Util vs Market-2.7%
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: 6,080).
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 |
|---|---|---|---|---|
| ST. LUKES HOSPITAL | 633 | $8,944M | 74.3% | 30.6% |
| LEHIGH VALLEY | 1190 | $2,843M | 23.6% | 57.5% |
| LVH-COORDINATED ALLENTOWN | 20 | $90M | 0.7% | 1.0% |
| SACRED HEART HOSPITAL | 99 | $49M | 0.4% | 4.8% |
| GOOD SHEPHERD SPECIALTY HOSPITAL | 32 | $11M | 0.1% | 1.6% |
Regional Payer Mix
■ Medicare 33%■ Medicaid 4%■ Commercial 63%