Market Analysis — OCEANS BEHAVIORAL HOSPITAL AMARILLO
TX market | 6 hospitals | HHI: 4,041 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
847
Total Beds
$1.0B
Market Revenue
Concentrated
HHI: 4,041
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 Share0.7%
Top 3 Concentration97.7%
Network Density0.71
Margin vs Market-11.6%
Bed Util vs Market+15.5%
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: 4,041).
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 |
|---|---|---|---|---|
| BAPTIST SAINT ANTHONYS HOSPITAL | 357 | $516M | 50.4% | 42.1% |
| NORTHWEST TEXAS HOSPITAL | 341 | $383M | 37.4% | 40.3% |
| PHYSICIANS SURGICAL HOSPITAL | 40 | $101M | 9.8% | 4.7% |
| VIBRA REHABILITATION HOSPITAL OF AMA | 44 | $13M | 1.3% | 5.2% |
| VIBRA HOSPITAL OF AMARILLO | 37 | $4M | 0.4% | 4.4% |
Regional Payer Mix
■ Medicare 43%■ Medicaid 4%■ Commercial 53%