Market Analysis — VALLEY BAPTIST MED CNTR BROWNSVILLE
TX market | 8 hospitals | HHI: 2,506 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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8
Hospitals in Market
1,180
Total Beds
$1.0B
Market Revenue
Concentrated
HHI: 2,506
Narrow
Moat Rating (7/10)
#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 Advantagestrong
Switching Costshigh
Market Share20.1%
Top 3 Concentration79.6%
Network Density0.68
Margin vs Market-0.7%
Bed Util vs Market-4.3%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The TX market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 2,506).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full TX market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| VALLEY BAPTIST MEDICAL CENTER | 348 | $395M | 39.3% | 29.5% |
| VALLEY REGIONAL MEDICAL CENTER | 187 | $203M | 20.2% | 15.8% |
| HARLINGEN MEDICAL CENTER | 112 | $111M | 11.1% | 9.5% |
| SOLARA SPECIALTY HARLINGEN | 82 | $46M | 4.5% | 7.0% |
| RIO GRANDE STATE CENTER | 77 | $18M | 1.8% | 6.5% |
| SOUTH TEXAS REHABILITATION HOSPITAL | 40 | $17M | 1.7% | 3.4% |
| PALMS BEHAVIORAL HEALTH | 94 | $13M | 1.3% | 8.0% |
Regional Payer Mix
■ Medicare 18%■ Medicaid 5%■ Commercial 76%