Market Analysis — PAM SQUARED AT BEAUMONT
TX market | 7 hospitals | HHI: 3,497 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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7
Hospitals in Market
1,048
Total Beds
$1.0B
Market Revenue
Concentrated
HHI: 3,497
None
Moat Rating (0/10)
#5
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 Share1.3%
Top 3 Concentration94.7%
Network Density0.67
Margin vs Market-7.8%
Bed Util vs Market-29.6%
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: 3,497).
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 |
|---|---|---|---|---|
| CHRISTUS HOSPITAL | 353 | $415M | 42.7% | 33.7% |
| BAPTIST BEAUMONT HOSPITAL | 348 | $375M | 38.6% | 33.2% |
| THE MEDICAL CTR OF SOUTHEAST TEXAS | 196 | $131M | 13.5% | 18.7% |
| MID JEFFERSON EXTENDED CARE HOSPT. | 30 | $20M | 2.0% | 2.9% |
| CHRISTUS DUBUIS HOSPITAL OF | 33 | $10M | 1.0% | 3.1% |
| KATE DISHMAN REHAB HOSPITAL | 27 | $9M | 0.9% | 2.6% |
Regional Payer Mix
■ Medicare 48%■ Medicaid 6%■ Commercial 45%