Market Analysis — KINDRED HOSPITAL SUGAR LAND
TX market | 11 hospitals | HHI: 3,092 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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11
Hospitals in Market
1,122
Total Beds
$1.4B
Market Revenue
Concentrated
HHI: 3,092
None
Moat Rating (0/10)
#6
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 Share2.6%
Top 3 Concentration81.4%
Network Density0.98
Margin vs Market-2.0%
Bed Util vs Market-13.6%
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: 3,092).
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 |
|---|---|---|---|---|
| METHODIST SUGAR LAND HOSPITAL | 337 | $680M | 49.5% | 30.0% |
| MEMORIAL HERMANN SUGARLAND | 205 | $298M | 21.7% | 18.3% |
| OAKBEND MEDICAL CENTER | 158 | $140M | 10.2% | 14.1% |
| ST. LUKES SUGAR LAND HOSPITAL | 100 | $85M | 6.2% | 8.9% |
| MEMORIAL HERMANN FIRST COLONY | 6 | $48M | 3.5% | 0.5% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 50 | $29M | 2.1% | 4.5% |
| WESTPARK SPRINGS | 72 | $21M | 1.5% | 6.4% |
| PAM HEALTH REHAB HOSP OF SUGAR LAND | 41 | $20M | 1.4% | 3.6% |
| ATRIUM MEDICAL CENTER | 68 | $9M | 0.7% | 6.1% |
| ST MICHAELS MEDICAL HOSPITAL LLC | 5 | $8M | 0.6% | 0.4% |
Regional Payer Mix
■ Medicare 33%■ Medicaid 8%■ Commercial 59%