Market Analysis — CARRUS SPECIALTY HOSPITAL
TX market | 5 hospitals | HHI: 6,300 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
660
Total Beds
$0.5B
Market Revenue
Concentrated
HHI: 6,300
None
Moat Rating (0/10)
#4
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 Share2.9%
Top 3 Concentration95.0%
Network Density0.76
Margin vs Market-6.3%
Bed Util vs Market+18.5%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The TX market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 6,300).
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 |
|---|---|---|---|---|
| TEXOMA MEDICAL CENTER | 377 | $428M | 78.4% | 57.1% |
| HERITAGE PARK SURGICAL HOSPITAL | 12 | $53M | 9.6% | 1.8% |
| WILSON N JONES REGIONAL MEDICAL CTR | 214 | $38M | 7.0% | 32.4% |
| CARRUS REHABILITATION HOSPITAL | 24 | $11M | 2.1% | 3.6% |
Regional Payer Mix
■ Medicare 48%■ Medicaid 2%■ Commercial 51%