Market Analysis — OCEANS BEHAV HOSP OF PERMIAN BASIN
TX market | 3 hospitals | HHI: 7,915 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
368
Total Beds
$0.3B
Market Revenue
Concentrated
HHI: 7,915
None
Moat Rating (1/10)
#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 Share3.8%
Top 3 Concentration100.0%
Network Density0.82
Margin vs Market+0.0%
Bed Util vs Market+3.4%
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: 7,915).
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 |
|---|---|---|---|---|
| MIDLAND MEMORIAL HOSPITAL | 226 | $302M | 88.6% | 61.4% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 80 | $26M | 7.7% | 21.7% |
Regional Payer Mix
■ Medicare 33%■ Medicaid 4%■ Commercial 63%