Market Analysis — AUSTIN STATE HOSPITAL
TX market | 21 hospitals | HHI: nan (Competitive)
🛡️ Public data only — no PHI permitted on this instance.
← DashboardPRFProfileMEMIC MemoBRGBridgeCIComp IntelSCNScenariosAIMLDCFDCFLBOLBOFIN3-StmtMKTMarketDENDenialRETReturnsLVRLeversWFLWaterfallPLYPlaybookTRDTrendsPREDPredictedMEM2Memo
21
Hospitals in Market
2,825
Total Beds
$3.8B
Market Revenue
Competitive
HHI: nan
Narrow
Moat Rating (5/10)
#9
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 Advantagestrong
Switching Costshigh
Market Share1.3%
Top 3 Concentration57.9%
Network Density0.74
Margin vs Market-7.7%
Bed Util vs Market-0.7%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The TX market is competitive — many players, value creation must come from operations not market power (HHI: nan).
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 |
|---|---|---|---|---|
| DELL CHILDRENS MEDICAL CENTER | 262 | $902M | 23.5% | 9.3% |
| ASCENSION SETON MEDICAL CENTER | 391 | $703M | 18.3% | 13.8% |
| NORTH AUSTIN MEDICAL CENTER | 418 | $616M | 16.1% | 14.8% |
| SOUTH AUSTIN MEDICAL CENTER | 340 | $465M | 12.1% | 12.0% |
| DELL SETON MEDICAL CENTER AT THE UNI | 225 | $439M | 11.4% | 8.0% |
| CEDAR PARK REGIONAL MEDICAL CENTER | 115 | $173M | 4.5% | 4.1% |
| ASCENSION SETON NORTHWEST | 106 | $124M | 3.2% | 3.8% |
| CORNERSTONE SPECIALTY AUSTIN | 145 | $55M | 1.4% | 5.1% |
| BSW LAKEWAY | 36 | $46M | 1.2% | 1.3% |
| ASCENSION SETON SOUTHWEST | 28 | $39M | 1.0% | 1.0% |
Regional Payer Mix
■ Medicare 22%■ Medicaid 4%■ Commercial 74%