Market Analysis — SSH - LONGVIEW INC.
TX market | 5 hospitals | HHI: 5,083 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
630
Total Beds
$0.9B
Market Revenue
Concentrated
HHI: 5,083
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 Share1.7%
Top 3 Concentration97.8%
Network Density0.79
Margin vs Market-9.2%
Bed Util vs Market+8.7%
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: 5,083).
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 |
|---|---|---|---|---|
| GOOD SHEPHERD MEDICAL CENTER | 314 | $557M | 63.1% | 49.8% |
| LONGVIEW REGIONAL | 224 | $291M | 33.0% | 35.6% |
| EVEREST REHABILITATION HOSPITAL LONG | 36 | $12M | 1.4% | 5.7% |
| OCEANS BEHAVIORAL HOSPITAL OF LONGV | 24 | $7M | 0.8% | 3.8% |
Regional Payer Mix
■ Medicare 48%■ Medicaid 5%■ Commercial 47%