SOHOB:NSD-Sotherly Hotels Inc Series B Pref (USD)

COMMON STOCK | REIT - Hotel & Motel |

Last Closing

USD 18.25

Change

+0.15 (+0.83)%

Market Cap

USD 0.08B

Volume

307.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on the acquisition, renovation, upbranding and repositioning of upscale to upper-upscale full-service hotels in the Southern United States. Sotherly may also opportunistically acquire hotels throughout the United States. Currently, the Company's portfolio consists of investments in ten hotel properties, comprising 2,786 rooms, as well as interests in two condominium hotels and their associated rental programs. The Company owns hotels that operate under the Hilton Worldwide and Hyatt Hotels Corporation brands, as well as independent hotels. Sotherly Hotels Inc. was organized in 2004 and is headquartered in Williamsburg, Virginia.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for REIT - Hotel & Motel

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

+0.03 (+0.16%)

USD 25.56B
SOHON Sotherly Hotels Inc PR

+0.20 (+1.09%)

USD 0.08B
SOHOO Sotherly Hotels Inc Pref

+0.29 (+1.60%)

USD 0.08B
SOHO Sotherly Hotels Inc

-0.02 (-1.60%)

USD 0.05B
INN-PF Summit Hotel Properties Inc.

-0.20 (-0.95%)

N/A
PEB-PH Pebblebrook Hotel Trust

-0.03 (-0.15%)

N/A
SHO-PI Sunstone Hotel Investors Inc.

+0.02 (+0.09%)

N/A
SVC Service Properties Trust

+0.08 (+1.58%)

N/A

ETFs Containing SOHOB

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Hotel & Motel) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -13.51% 33% F 36% F
Dividend Return 4.74% 63% D 81% B-
Total Return -8.77% 33% F 39% F
Trailing 12 Months  
Capital Gain -22.34% 33% F 30% F
Dividend Return 6.38% 63% D 79% B-
Total Return -15.96% 33% F 33% F
Trailing 5 Years  
Capital Gain -29.54% 60% D- 34% F
Dividend Return 19.31% 80% B- 76% C+
Total Return -10.23% 40% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 27.62% 89% A- 82% B
Dividend Return 31.14% 89% A- 84% B
Total Return 3.53% 44% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 68.90% 22% F 25% F
Risk Adjusted Return 45.20% 78% C+ 75% C
Market Capitalization 0.08B 60% D- 35% F

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.

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 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 Dividend Growth

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