Market Analysis — DRISCOLL CHILDRENS HOSPITAL
TX market | 6 hospitals | HHI: 4,205 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
879
Total Beds
$1.5B
Market Revenue
Concentrated
HHI: 4,205
Narrow
Moat Rating (5/10)
#1
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 Advantagemoderate
Switching Costshigh
Market Share46.7%
Top 3 Concentration95.2%
Network Density0.68
Margin vs Market-11.8%
Bed Util vs Market-12.6%
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: 4,205).
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 SPOHN HOSP CORPUS CHRISTI | 515 | $666M | 44.8% | 58.6% |
| SOUTH TEXAS SURGICAL HOSPITAL | 33 | $56M | 3.8% | 3.8% |
| PAM REHAB HOSPITAL CORPUS CHRISTI | 40 | $26M | 1.8% | 4.5% |
| PAM SQUARED AT CORPUS CHRISTI | 41 | $25M | 1.7% | 4.7% |
| CORPUS CHRISTI REHABILITATION HOSPIT | 35 | $20M | 1.3% | 4.0% |
Regional Payer Mix
■ Medicare 37%■ Medicaid 6%■ Commercial 57%