Sotherly Competitors
| SOHO Stock | USD 2.22 0.01 0.45% |
Sotherly Hotels vs LogProstyle Correlation
Excellent diversification
The correlation between Sotherly Hotels and LGPS is -0.63 (i.e., Excellent diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Sotherly Hotels and LGPS in the same portfolio, assuming nothing else is changed.
Moving against Sotherly Stock
| 0.59 | SDP | Summit Hotel Properties | PairCorr |
| 0.59 | UF2 | Sunstone Hotel Investors | PairCorr |
| 0.55 | INN | Summit Hotel Properties | PairCorr |
| 0.45 | OPINL | Office Properties Income | PairCorr |
| 0.41 | SHO | Sunstone Hotel Investors | PairCorr |
Sotherly Hotels Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Sotherly Hotels and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Sotherly and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Sotherly Hotels does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Sotherly Stock performing well and Sotherly Hotels Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Sotherly Hotels' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| MDRR | 2.26 | (0.18) | 0.00 | (24.96) | 0.00 | 5.62 | 17.17 | |||
| LRE | 3.81 | (0.17) | 0.00 | (0.66) | 0.00 | 8.45 | 55.69 | |||
| IHT | 2.16 | (0.40) | 0.00 | (0.45) | 0.00 | 4.65 | 23.23 | |||
| DUO | 4.46 | (0.72) | 0.00 | (0.19) | 0.00 | 8.47 | 35.96 | |||
| AIRE | 4.90 | (0.72) | 0.00 | (0.11) | 0.00 | 10.87 | 31.67 | |||
| OPI | 9.34 | (0.03) | 0.00 | 0.08 | 0.00 | 24.00 | 108.74 | |||
| WETH | 4.24 | (0.48) | 0.00 | (0.15) | 0.00 | 10.70 | 28.60 | |||
| NYC | 3.35 | 0.10 | 0.00 | (0.11) | 4.57 | 5.61 | 21.83 | |||
| AHT | 4.40 | (0.40) | 0.00 | (0.08) | 0.00 | 8.06 | 53.36 | |||
| LGPS | 2.79 | (0.30) | 0.00 | (0.57) | 0.00 | 6.31 | 26.89 |
Cross Equities Net Income Analysis
Compare Sotherly Hotels and related stocks such as Medalist Diversified Reit, Lead Real Estate, and InnSuites Hospitality Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MDRR | (567.3 K) | (567.3 K) | (567.3 K) | (567.3 K) | (567.3 K) | (567.3 K) | (46.2 K) | (847.9 K) | (2.7 M) | (3 M) | (8.2 M) | (4.4 M) | (4.8 M) | (4.6 M) | 27.5 K | 24.8 K | 26 K |
| LRE | 101.4 M | 101.4 M | 101.4 M | 101.4 M | 101.4 M | 101.4 M | 101.4 M | 101.4 M | 101.4 M | 101.4 M | 279.5 M | 551.6 M | 611.9 M | 627 M | 5.7 M | 6.5 M | 6.2 M |
| IHT | 1.5 M | (1.1 M) | (1 M) | (1 M) | (2.1 M) | 432.1 K | (2.2 M) | 1.4 M | 1.4 M | (1.7 M) | (1.6 M) | 254.1 K | 523.2 K | 203.9 K | (1.4 M) | (1.3 M) | (1.2 M) |
| DUO | (332.1 M) | (332.1 M) | (332.1 M) | (332.1 M) | (332.1 M) | (332.1 M) | (332.1 M) | 649 K | 104 M | (510.4 M) | (221.4 M) | (1.2 B) | (226.7 M) | (91.8 M) | 30.8 M | 27.7 M | 29.1 M |
| AIRE | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (3.2 M) | (5.5 M) | (1.9 M) | (26 M) | (23.4 M) | (22.2 M) |
| AHT | (1.9 M) | 2.1 M | (53.8 M) | (41.3 M) | (31.4 M) | 270.9 M | (46.3 M) | (67 M) | (127 M) | (113.6 M) | (543.9 M) | (267 M) | (139.8 M) | (178.5 M) | (60.3 M) | (54.3 M) | (57 M) |
| LGPS | 354 M | 354 M | 354 M | 354 M | 354 M | 354 M | 354 M | 354 M | 354 M | 354 M | 354 M | 354 M | 354 M | 323.6 M | 753.6 M | 866.7 M | 524.8 M |
Sotherly Hotels and related stocks such as Medalist Diversified Reit, Lead Real Estate, and InnSuites Hospitality Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Sotherly Hotels financial statement analysis. It represents the amount of money remaining after all of Sotherly Hotels operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Sotherly Hotels Competitive Analysis
The better you understand Sotherly Hotels competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Sotherly Hotels' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Sotherly Hotels' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Sotherly Hotels Competition Performance Charts
Five steps to successful analysis of Sotherly Hotels Competition
Sotherly Hotels' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Sotherly Hotels in relation to its competition. Sotherly Hotels' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Sotherly Hotels in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Sotherly Hotels' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Sotherly Hotels, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Sotherly Hotels Correlation with its peers. To learn how to invest in Sotherly Stock, please use our How to Invest in Sotherly Hotels guide.You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Will Hotel & Resort REITs sector continue expanding? Could Sotherly diversify its offerings? Factors like these will boost the valuation of Sotherly Hotels. If investors know Sotherly will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Sotherly Hotels data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 2.43 | Earnings Share (0.41) | Revenue Per Share | Quarterly Revenue Growth (0.07) | Return On Assets |
The market value of Sotherly Hotels is measured differently than its book value, which is the value of Sotherly that is recorded on the company's balance sheet. Investors also form their own opinion of Sotherly Hotels' value that differs from its market value or its book value, called intrinsic value, which is Sotherly Hotels' true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Sotherly Hotels' market value can be influenced by many factors that don't directly affect Sotherly Hotels' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sotherly Hotels' value and its price as these two are different measures arrived at by different means. Investors typically determine if Sotherly Hotels is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Sotherly Hotels' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.