Market Analysis — BAYLOR INSTITUTE FOR REHABILITATION
TX market | 18 hospitals | HHI: 1,314 (Competitive)
🛡️ Public data only — no PHI permitted on this instance.
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18
Hospitals in Market
2,206
Total Beds
$3.6B
Market Revenue
Competitive
HHI: 1,314
None
Moat Rating (3/10)
#13
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 Share1.0%
Top 3 Concentration52.9%
Network Density0.82
Margin vs Market+4.1%
Bed Util vs Market+31.0%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The TX market is competitive — many players, value creation must come from operations not market power (HHI: 1,314).
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 |
|---|---|---|---|---|
| MEDICAL CITY PLANO | 573 | $937M | 26.1% | 26.0% |
| TEXAS HEALTH PRESBYTERIAN HOSPITAL P | 305 | $500M | 13.9% | 13.8% |
| THE HEART HOSPITAL BAYLOR PLANO | 109 | $465M | 12.9% | 4.9% |
| CHILDRENS MEDICAL CENTER OF PLANO | 72 | $337M | 9.4% | 3.3% |
| MEDICAL CITY MCKINNEY | 166 | $302M | 8.4% | 7.5% |
| BAYLOR S&W MEDICAL CENTER - PLANO | 160 | $243M | 6.7% | 7.2% |
| BAYLOR MEDICAL CENTER AT FRISCO | 68 | $161M | 4.5% | 3.1% |
| TEXAS HEALTH HOSPITAL FRISCO | 91 | $151M | 4.2% | 4.1% |
| TEXAS HEALTH HOSPITAL ALLEN | 59 | $134M | 3.7% | 2.7% |
| CENTENNIAL MEDICAL CENTER | 118 | $127M | 3.5% | 5.3% |
Regional Payer Mix
■ Medicare 37%■ Medicaid 1%■ Commercial 62%