Market Analysis — EASTERN STATE HOSPITAL
WA market | 6 hospitals | HHI: 3,023 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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6
Hospitals in Market
1,663
Total Beds
$2.0B
Market Revenue
Concentrated
HHI: 3,023
None
Moat Rating (4/10)
#4
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 Share8.2%
Top 3 Concentration82.0%
Network Density0.36
Margin vs Market-0.4%
Bed Util vs Market+12.3%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The WA market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 3,023).
Implications: Operational improvements are the primary value driver — see the EBITDA bridge. Compare against peers via comparables or see the full WA market.
Top Competitors
| Hospital | Beds | Revenue | Rev Share | Bed Share |
|---|---|---|---|---|
| PROV SACRED HEART MEDICAL CENTER | 609 | $946M | 47.2% | 36.6% |
| DEACONESS MEDICAL CENTER | 279 | $451M | 22.6% | 16.8% |
| PROVIDENCE HOLY FAMILY HOSPITAL | 194 | $244M | 12.2% | 11.7% |
| VALLEY HOSPITAL & MEDICAL CENTER | 123 | $158M | 7.9% | 7.4% |
| ST. LUKES REHABILITATION INST. | 91 | $38M | 1.9% | 5.5% |
Regional Payer Mix
■ Medicare 23%■ Medicaid 3%■ Commercial 74%