Market Analysis — WARM SPRINGS REHAB VICTORIA
TX market | 5 hospitals | HHI: 3,887 (Concentrated)
🛡️ Public data only — no PHI permitted on this instance.
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5
Hospitals in Market
546
Total Beds
$0.4B
Market Revenue
Concentrated
HHI: 3,887
None
Moat Rating (1/10)
#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 Advantageweak
Switching Costslow
Market Share3.5%
Top 3 Concentration93.8%
Network Density0.92
Margin vs Market+1.8%
Bed Util vs Market+30.9%
What This Means
This hospital has a none moat — no moat — commoditized market position, pricing power limited. The TX market is highly concentrated — few dominant players, potential antitrust concerns (HHI: 3,887).
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 |
|---|---|---|---|---|
| DETAR HEALTHCARE SYSTEMS | 178 | $217M | 48.2% | 32.6% |
| CITIZENS MEDICAL CENTER | 286 | $174M | 38.7% | 52.4% |
| VICTORIA WARM SPRINGS SPECIALTY HOSP | 33 | $31M | 7.0% | 6.0% |
| POST ACUTE MEDICAL VICTORIA | 23 | $12M | 2.7% | 4.2% |
Regional Payer Mix
■ Medicare 53%■ Medicaid 4%■ Commercial 43%