Market Analysis — OCEANS BEHAVIORAL HOSPITAL OF LUFKIN
TX market | 4 hospitals | HHI: 4,693 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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4
Hospitals in Market
347
Total Beds
$0.3B
Market Revenue
Concentrated
HHI: 4,693
None
Moat Rating (2/10)
#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 Share2.4%
Top 3 Concentration98.8%
Network Density1.15
Margin vs Market+7.5%
Bed Util vs Market+14.1%
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: 4,693).
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 |
|---|---|---|---|---|
| CHI ST LUKES HEALTH MEMORIAL LUFKIN | 152 | $154M | 52.8% | 43.8% |
| WOODLAND HEIGHTS MED CENTER | 145 | $127M | 43.5% | 41.8% |
| PAM SPECIALITY HOSP OF LUFKIN | 26 | $4M | 1.2% | 7.5% |
Regional Payer Mix
■ Medicare 47%■ Medicaid 3%■ Commercial 50%