Market Analysis — GLOBAL REHABILITATION SAN ANTONIO
TX market | 20 hospitals | HHI: 2,231 (Moderate)
🛡️ Public data only — no PHI permitted on this instance.
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20
Hospitals in Market
5,995
Total Beds
$6.4B
Market Revenue
Moderate
HHI: 2,231
None
Moat Rating (1/10)
#19
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 Share0.1%
Top 3 Concentration75.0%
Network Density0.33
Margin vs Market-4.7%
Bed Util vs Market-18.1%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The TX market is moderately concentrated — oligopoly dynamics, negotiating leverage exists (HHI: 2,231).
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 |
|---|---|---|---|---|
| METHODIST HOSPITAL | 1729 | $2,417M | 37.5% | 28.8% |
| BAPTIST HEALTH SYSTEM | 1498 | $1,317M | 20.5% | 25.0% |
| UNIVERSITY HEALTH SYSTEM | 657 | $1,096M | 17.0% | 11.0% |
| SANTA ROSA HEALTHCARE | 387 | $524M | 8.1% | 6.5% |
| CHILDRENS HOSPITAL OF SAN ANTONIO | 174 | $377M | 5.9% | 2.9% |
| SOUTHWEST GENERAL HOSPITAL | 193 | $123M | 1.9% | 3.2% |
| BAPTIST EMERGENCY HOSPITAL | 58 | $109M | 1.7% | 1.0% |
| LAUREL RIDGE HOSPITAL | 288 | $87M | 1.3% | 4.8% |
| SA WARM SPRINGS REHAB HOSP | 134 | $78M | 1.2% | 2.2% |
| SOUTH TX SPINE & SURGICAL HOSPITAL | 28 | $61M | 0.9% | 0.5% |
Regional Payer Mix
■ Medicare 28%■ Medicaid 4%■ Commercial 68%