Market Analysis — SANFORD USD MEDICAL CENTER
SD market | 6 hospitals | HHI: 4,393 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
1,119
Total Beds
$2.7B
Market Revenue
Concentrated
HHI: 4,393
Narrow
Moat Rating (7/10)
#2
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 Advantagestrong
Switching Costshigh
Market Share44.4%
Top 3 Concentration98.4%
Network Density0.54
Margin vs Market-9.2%
Bed Util vs Market+4.2%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The SD market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 4,393).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full SD market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| AVERA MCKENNAN | 547 | $1,341M | 49.0% | 48.9% |
| SIOUX FALLS SPECIALTY HOSPITAL | 33 | $139M | 5.1% | 2.9% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 40 | $18M | 0.7% | 3.6% |
| SSH - SIOUX FALLS INC | 24 | $14M | 0.5% | 2.1% |
| AVERA DELLS AREA HOSPITAL | 23 | $12M | 0.4% | 2.1% |
Regional Payer Mix
■ Medicare 59%■ Medicaid 8%■ Commercial 33%