SOHOB:NSD-Sotherly Hotels Inc. 8.0% Series B Cumulative Redeemable Perpetual Preferred Stock (USD)

EQUITY | REIT - Hotel & Motel | NASDAQ Global Market

Last Closing

USD 18.14

Change

-0.36 (-1.95)%

Market Cap

USD 0.08B

Volume

900.00
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: 2024-06-26 )

Largest Industry Peers for REIT - Hotel & Motel

ETFs Containing SOHOB

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 -14.03% 33% F 36% F
Dividend Return 4.74% 88% B+ 93% A
Total Return -9.29% 33% F 41% F
Trailing 12 Months  
Capital Gain -27.15% 33% F 32% F
Dividend Return 10.04% 88% B+ 93% A
Total Return -17.11% 33% F 38% F
Trailing 5 Years  
Capital Gain -28.67% 40% F 37% F
Dividend Return 19.66% 80% B- 80% B-
Total Return -9.01% 40% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 24.64% 89% A- 82% B
Dividend Return 28.09% 89% A- 83% B
Total Return 3.45% 44% F 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 71.97% 22% F 22% F
Risk Adjusted Return 39.03% 89% A- 71% C-
Market Capitalization 0.08B 33% F 35% 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 N/A N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio 3.86 67% 41%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.44% 56% 71%
Return on Invested Capital 8.77% 78% 76%
Return on Assets 2.90% 67% 78%
Debt to Equity Ratio 644.98% 22% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

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

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
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.

Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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 Dividend Growth

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