Sotherly Competitors

Preferred Stocks . USA . 
Preferred Stock . Sotherly Hotels PR
SOHON Preferred Stock  USD 17.63  0.11  0.62%   
Sotherly Hotels PR competes with Summit Hotel, Morningstar Unconstrained, High-yield Municipal, Thrivent High, and Via Renewables; as well as few others. The company classifies itself under Equity Real Estate Investment Trusts (REITs) sector and is part of Real Estate industry. Analyzing Sotherly Hotels competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Sotherly Hotels to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Sotherly Hotels Correlation with its peers.
To learn how to invest in Sotherly Preferred Stock, please use our How to Invest in Sotherly Hotels guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Sotherly Hotels competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
16.6917.7418.79
Details
Intrinsic
Valuation
LowRealHigh
15.1416.1919.51
Details
Naive
Forecast
LowNextHigh
16.5317.5818.64
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.5918.1518.70
Details

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 preferred 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 PR does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.87
MSTSX
LBHIX
+ 0.74
INN-PE
RRTLX
+ 0.72
LBHIX
LBHIX
+ 0.69
MSTSX
RRTLX
+ 0.63
INN-PE
MSTSX
+ 0.59
INN-PE
  
High negative correlations   
VIASP
- 0.78
SCAXF
SCAXF
- 0.26
LBHIX
VIASP
- 0.21
ABHYX
SCAXF
- 0.15
INN-PE
VIASP
- 0.11
MSTSX
RRTLX
- 0.05
SCAXF

Risk-Adjusted Indicators

There is a big difference between Sotherly Preferred 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.
All Fundamental Data

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
SOHON INN-PE AQUI MSTSX ABHYX LBHIX SCAXF VIASP RRTLX
 0.62 
 17.63 
Sotherly
 0.34 
 20.68 
Summit
 0.00 
 0.01 
Aquagold
 0.51 
 11.79 
Morningstar
 0.11 
 8.96 
High-yield
 0.24 
 4.26 
Thrivent
 0.00 
 0.01 
Sparta
 1.51 
 22.12 
Via
 0.24 
 12.60 
RRTLX
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Modest
Very Weak
Insignificant
Insignificant
Good
Very Weak
Modest
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Average
Below Average
Average
Low
Low
Low
Low
Above Average
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Hold
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Strong Sell
Hold
Hold
Current Ratio
0.78
2.92
N/A
N/A
N/A
N/A
0.62
3.49
N/A
Net Asset
436.05 M
2.26 B
3.19 K
116.1 M
672.37 M
674.44 M
3.06 M
355.28 M
1.46 B
Profit Margin
0.0734
-0.0036
N/A
N/A
N/A
N/A
-0.1
0.0094
N/A
EBITDA
(31.34 M)
85.22 M
(727.69 K)
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
Operating Margin
0.1
0.0689
N/A
N/A
N/A
N/A
-0.15
-0.14
N/A
Current Valuation
677.48 M
4.02 B
912.76 K
N/A
N/A
N/A
5.73 M
535.95 M
N/A
Price To Book
N/A
N/A
N/A
N/A
N/A
1.58
34.42
N/A
2.13
Retained Earnings
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
N/A
N/A
N/A
8.6
1.69
3.31
N/A
8.97
0.0406
One Year Return
N/A
N/A
N/A
19.87
11.13
11.68
N/A
N/A
0.067
Beta
1.69
2.02
7.05
N/A
N/A
N/A
1.75
1.16
N/A
Number Of Employees
10
63
7
1
1
1
8
169
1
Cash Position Weight
N/A
N/A
N/A
14.28
0.1
6.56
N/A
N/A
7.22
Equity Positions Weight
N/A
N/A
N/A
61.63
N/A
0.07
N/A
N/A
38.52
Shares Outstanding
N/A
N/A
965.83 K
N/A
N/A
N/A
233.95 M
N/A
N/A
Three Year Return
N/A
N/A
N/A
7.0
-0.63
2.59
N/A
N/A
0.0491
Cash Flow From Operations
2.32 B
66.05 M
(218.19 K)
N/A
N/A
N/A
210.37 K
12.7 M
N/A
Annual Yield
0.0817
0.0701
N/A
0.021
0.0041
0.0617
N/A
0.0972
0.0211
Total Debt
377.91 M
1.07 B
N/A
N/A
N/A
N/A
125 K
135 M
N/A
Return On Equity
0.3
0.0019
N/A
N/A
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
N/A
N/A
N/A
22.72
2.0
92.23
N/A
N/A
14.43
Z Score
N/A
0.6
N/A
N/A
N/A
N/A
37.6
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.023
0.0099
-5.5
N/A
N/A
N/A
-0.21
-0.11
N/A
Number Of Shares Shorted
2.75 K
13.08 K
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Book Value Per Share
-2.92
9.13
-1.18
N/A
N/A
N/A
-0.002
3.66
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
436.05 M
2.26 B
3.19 K
215.11 M
243.16 M
347.66 M
3.06 M
355.28 M
1.03 B
Debt To Equity
7.56
83.2
N/A
N/A
N/A
N/A
101.0
0.69
N/A
Short Ratio
0.23
0.94
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Last Dividend Paid
N/A
0.04
N/A
N/A
0.03
0.02
N/A
0.73
0.14
Shares Owned By Institutions
5.79
44.39
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
110.71 M
1.07 B
96.58 K
50.36 M
N/A
N/A
7.72 M
N/A
N/A
Price To Earning
N/A
34.12
-0.22
N/A
N/A
35.48
19.55
26.83
18.25
Price To Sales
0.57
1.44
N/A
N/A
N/A
1.23
0.63
N/A
1.57
Net Income
(28.54 M)
(65.57 M)
(627.79 K)
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
Earnings Per Share
-1.66
-0.58
-0.63
N/A
N/A
N/A
-0.003
1.17
N/A
Shares Owned By Insiders
9.09
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
Revenue
127.59 M
361.93 M
N/A
N/A
N/A
N/A
5.19 M
393.49 M
N/A
Year To Date Return
N/A
N/A
N/A
13.69
6.09
6.69
N/A
N/A
-0.0211
Working Capital
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
4.84
6.0
N/A
N/A
5.76
Cash And Equivalents
23.97 M
42.91 M
1.15 K
N/A
N/A
N/A
909.32 K
51.31 M
N/A
Cash Per Share
1.33
0.41
N/A
N/A
N/A
N/A
N/A
3.23
N/A
Gross Profit
30.69 M
158.66 M
(143.88 K)
N/A
N/A
N/A
3.68 M
74.67 M
N/A
Day Typical Price
17.56
20.7
0.006
11.79
8.96
4.26
0.015
22.18
12.6
Accumulation Distribution
359.89
9.19
N/A
N/A
N/A
N/A
N/A
127.12
N/A
Market Facilitation Index
1.0E-4
0.0
N/A
N/A
N/A
N/A
N/A
0.0
N/A
Daily Balance Of Power
(0.13)
(1.00)
0.0
9.2 T
9.2 T
9.2 T
0.0
(1.89)
9.2 T
Period Momentum Indicator
(0.11)
(0.07)
N/A
0.06
0.01
0.01
N/A
(0.34)
0.03
Rate Of Daily Change
0.99
1.0
1.0
1.01
1.0
1.0
1.0
0.98
1.0
Day Median Price
17.52
20.72
0.006
11.79
8.96
4.26
0.015
22.21
12.6
Price Action Indicator
0.05
(0.07)
N/A
0.03
0.005
0.005
N/A
(0.26)
0.015
Relative Strength Index
47.03
53.44
N/A
60.67
40.52
69.23
N/A
58.19
63.99
Coefficient Of Variation
(3,749)
1231.69
N/A
1347.71
2046.85
583.8
(812.40)
1077.04
1246.41
Mean Deviation
0.7274
0.5418
N/A
0.477
0.1662
0.1099
0.7004
0.7202
0.2378
Jensen Alpha
(0.03)
0.0445
N/A
(0.04)
0.0189
0.0139
(0.37)
N/A
(0.02)
Total Risk Alpha
(0.20)
(0.06)
N/A
(0.06)
(0.04)
(0.01)
(0.82)
(0.08)
(0.03)
Sortino Ratio
N/A
(0.10)
N/A
(0.13)
(0.25)
(0.41)
N/A
(0.02)
(0.31)
Downside Variance
N/A
0.5359
N/A
0.4033
0.2181
0.0625
N/A
1.57
0.1188
Standard Deviation
1.06
0.7083
N/A
0.6268
0.2865
0.1689
2.89
1.14
0.308
Kurtosis
3.05
0.2081
N/A
0.1933
8.65
3.69
66.0
5.9
0.049
Potential Upside
1.47
1.22
N/A
1.21
0.3382
0.2381
N/A
2.28
0.5564
Treynor Ratio
0.6076
1.89
N/A
0.0581
(0.03)
0.4574
(25.57)
N/A
0.0495
Maximum Drawdown
5.7
3.39
N/A
2.8
1.91
0.9552
23.47
7.18
1.37
Variance
1.12
0.5017
N/A
0.3929
0.0821
0.0285
8.35
1.31
0.0949
Market Risk Adjusted Performance
0.6176
1.9
N/A
0.0681
(0.02)
0.4674
(25.56)
N/A
0.0595
Risk Adjusted Performance
(0.02)
0.0614
N/A
0.0547
0.0207
0.096
(0.09)
0.0745
0.0466
Skewness
(1.20)
(0.23)
N/A
0.1197
(1.72)
1.16
(8.12)
(0.94)
0.0337
Semi Deviation
N/A
0.6182
N/A
0.5046
0.2597
0.0
N/A
1.05
0.2395
Information Ratio
(0.15)
(0.10)
N/A
(0.13)
(0.41)
(0.60)
(0.17)
(0.02)
(0.34)
Value At Risk
(1.99)
(1.15)
N/A
(1.02)
(0.33)
(0.24)
N/A
(1.15)
(0.56)
Expected Short fall
N/A
(0.62)
N/A
(0.59)
(0.23)
(0.29)
N/A
(0.80)
(0.27)
Downside Deviation
N/A
0.732
N/A
0.635
0.467
0.25
N/A
1.25
0.3447
Semi Variance
N/A
0.3822
N/A
0.2546
0.0674
(0.02)
N/A
1.1
0.0574

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 PR 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 PR, 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.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Sotherly Hotels position

In addition to having Sotherly Hotels in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Hotels Thematic Idea Now

Hotels
Hotels Theme
Hotels, inns, motels, and other companies providing lodging and hospitality services. The Hotels theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Hotels Theme or any other thematic opportunities.
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Other Information on Investing in Sotherly Preferred Stock

Sotherly Hotels financial ratios help investors to determine whether Sotherly Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sotherly with respect to the benefits of owning Sotherly Hotels security.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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