Market Analysis — ASCENSION SETON HAYS
TX market | 3 hospitals | HHI: 4,908 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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3
Hospitals in Market
306
Total Beds
$0.4B
Market Revenue
Concentrated
HHI: 4,908
Narrow
Moat Rating (6/10)
#1
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 Share62.6%
Top 3 Concentration100.0%
Network Density0.98
Margin vs Market-1.9%
Bed Util vs Market+10.7%
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: 4,908).
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 |
|---|---|---|---|---|
| CHRISTUS SANTA ROSA - SAN MARCOS | 108 | $113M | 30.7% | 35.3% |
| WARM SPRINGS REHAB HOSP KYLE | 40 | $25M | 6.7% | 13.1% |
Regional Payer Mix
■ Medicare 35%■ Medicaid 3%■ Commercial 62%