Market Analysis — ASCENSION SETON WILLIAMSON
TX market | 9 hospitals | HHI: 2,778 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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9
Hospitals in Market
862
Total Beds
$1.5B
Market Revenue
Concentrated
HHI: 2,778
Narrow
Moat Rating (7/10)
#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 Advantagestrong
Switching Costsmoderate
Market Share16.6%
Top 3 Concentration81.0%
Network Density1.04
Margin vs Market+0.5%
Bed Util vs Market+15.8%
What This Means
This hospital has a narrow moat — narrow moat — some competitive advantages, but vulnerable to new entrants. The TX market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 2,778).
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 |
|---|---|---|---|---|
| ROUND ROCK HOSPITAL | 165 | $681M | 44.9% | 19.1% |
| ROUND ROCK MEDICAL CENTER | 161 | $297M | 19.5% | 18.7% |
| SCOTT AND WHITE HOSPITAL TAYLOR | 25 | $140M | 9.2% | 2.9% |
| BAYLOR SCOTT & WHITE PFLUGERVILLE | 25 | $43M | 2.9% | 2.9% |
| ENCOMPASS HEALTH REHABILITATION HOSP | 75 | $41M | 2.7% | 8.7% |
| ROCK SPRINGS | 72 | $25M | 1.6% | 8.3% |
| PAM REHAB HOSP OF ROUND ROCK | 40 | $22M | 1.5% | 4.6% |
| GEORGETOWN BEHAVIORAL HEALTH | 118 | $17M | 1.1% | 13.7% |
Regional Payer Mix
■ Medicare 29%■ Medicaid 1%■ Commercial 70%