SOHO:NSD-Sotherly Hotels Inc. (USD)

EQUITY | REIT - Hotel & Motel | NASDAQ Global Market

Last Closing

USD 1.2

Change

-0.01 (-0.83)%

Market Cap

USD 0.08B

Volume

0.05M

Analyst Target

USD 2.75
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Sotherly Hotels Inc is a self-managed & self-administered real estate investment trust that owns & manages a portfolio of upper up-scale, up-scale & mid-scale hotels located in main markets in the Mid-Atlantic & Southeastern United States.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-14 )

Largest Industry Peers for REIT - Hotel & Motel

Symbol Name Price(Change) Market Cap
HST Host Hotels & Resorts Inc

+0.27 (+1.50%)

USD 12.74B
SVC Service Properties Trust

+0.10 (+2.01%)

USD 0.83B
SOHON Sotherly Hotels Inc PR

+0.02 (+0.10%)

USD 0.08B
SOHOO Sotherly Hotels Inc Pref

N/A

USD 0.08B
SOHOB Sotherly Hotels Inc Series B P..

-0.39 (-2.07%)

USD 0.08B
INN-PF Summit Hotel Properties Inc.

-0.19 (-0.98%)

N/A
PEB-PH Pebblebrook Hotel Trust

-0.02 (-0.11%)

N/A
SHO-PI Sunstone Hotel Investors Inc.

+0.11 (+0.56%)

N/A

ETFs Containing SOHO

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Hotel & Motel) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -19.46% 22% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -19.46% 22% F 29% F
Trailing 12 Months  
Capital Gain -40.30% 22% F 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -40.30% 11% F 26% F
Trailing 5 Years  
Capital Gain -83.31% 20% F 14% F
Dividend Return 5.42% 25% F 19% F
Total Return -77.89% 20% F 16% F
Average Annual (5 Year Horizon)  
Capital Gain -15.69% 11% F 22% F
Dividend Return -14.97% 11% F 22% F
Total Return 0.72% 11% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 38.47% 56% F 47% F
Risk Adjusted Return -38.91% 11% F 24% F
Market Capitalization 0.08B 17% F 28% F

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Hotel & Motel) Ratio vs. Market (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 18.62 75% 48%
Price/Book Ratio 0.51 100% 89%
Price / Cash Flow Ratio 2.46 83% 43%
Price/Free Cash Flow Ratio 8.16 100% 30%
Management Effectiveness  
Return on Equity 7.44% 44% 72%
Return on Invested Capital 8.77% 67% 77%
Return on Assets 2.90% 56% 79%
Debt to Equity Ratio 644.98% 11% 3%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.