Sotherly Hotels Series Stock Buy Hold or Sell Recommendation
| SOHOB Stock | USD 17.53 0.30 1.68% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Sotherly Hotels Series is 'Strong Sell'. Macroaxis provides Sotherly Hotels buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SOHOB positions.
Check out Sotherly Hotels Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Sotherly Stock refer to our How to Trade Sotherly Stock guide. In addition, we conduct extensive research on individual companies such as Sotherly and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Sotherly Hotels Series. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.
Sotherly |
Execute Sotherly Hotels Buy or Sell Advice
The Sotherly recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sotherly Hotels Series. Macroaxis does not own or have any residual interests in Sotherly Hotels Series or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sotherly Hotels' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Sotherly Hotels Trading Alerts and Improvement Suggestions
| Sotherly Hotels generated a negative expected return over the last 90 days | |
| Sotherly Hotels has high likelihood to experience some financial distress in the next 2 years | |
| Sotherly Hotels Series has accumulated 317.53 M in total debt with debt to equity ratio (D/E) of 7.56, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Sotherly Hotels Series has a current ratio of 0.76, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Note, when we think about Sotherly Hotels' use of debt, we should always consider it together with its cash and equity. | |
| Sotherly Hotels has a strong financial position based on the latest SEC filings | |
| Latest headline from news.google.com: Sotherly Hotels Inc. Reports Financial Results for the Third Quarter Ended September 30, 2024 - The Manila Times |
Sotherly Hotels Returns Distribution Density
The distribution of Sotherly Hotels' historical returns is an attempt to chart the uncertainty of Sotherly Hotels' future price movements. The chart of the probability distribution of Sotherly Hotels daily returns describes the distribution of returns around its average expected value. We use Sotherly Hotels Series price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sotherly Hotels returns is essential to provide solid investment advice for Sotherly Hotels.
| Mean Return | -0.05 | Value At Risk | -1.76 | Potential Upside | 1.45 | Standard Deviation | 0.91 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sotherly Hotels historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sotherly Hotels Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (9.9M) | 7.3M | (9.7M) | 1.8M | (1.1M) | (1.1M) | |
| Free Cash Flow | 22.5M | (11.3M) | (854.3K) | (1.3M) | 21.4M | 22.5M | |
| Depreciation | 21.6M | 19.9M | 19.9M | 18.7M | 18.8M | 12.8M | |
| Other Non Cash Items | 764.8K | 548.0K | 1.0M | (31.6M) | (471.7K) | (448.1K) | |
| Capital Expenditures | 19.0M | 4.0M | 3.2M | 8.0M | 8.2M | 13.4M | |
| Net Income | 1.2M | (53.7M) | (28.5M) | 34.0M | 3.9M | 4.1M | |
| End Period Cash Flow | 28.0M | 35.3M | 25.6M | 27.3M | 26.2M | 16.0M | |
| Change To Inventory | (162.6K) | (15.2M) | (1.6M) | 13.0B | 14.9B | 15.7B | |
| Dividends Paid | 15.0M | 4.2M | 0.0 | 2.0M | 10.0M | 5.2M | |
| Investments | (18.7M) | (3.8M) | (2.4M) | 46.7M | (7.3M) | (7.6M) | |
| Net Borrowings | (31.6M) | 28.1M | (9.6M) | (20.5M) | (18.4M) | (17.5M) | |
| Change To Netincome | (2.2M) | 7.2M | 8.3M | (26.0M) | (23.4M) | (22.3M) |
Sotherly Hotels Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sotherly Hotels or Diversified REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sotherly Hotels' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sotherly stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.03 | |
β | Beta against Dow Jones | -0.21 | |
σ | Overall volatility | 0.87 | |
Ir | Information ratio | -0.19 |
Sotherly Hotels Volatility Alert
Sotherly Hotels Series exhibits very low volatility with skewness of -0.2 and kurtosis of 0.21. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sotherly Hotels' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sotherly Hotels' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sotherly Hotels Fundamentals Vs Peers
Comparing Sotherly Hotels' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sotherly Hotels' direct or indirect competition across all of the common fundamentals between Sotherly Hotels and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sotherly Hotels or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sotherly Hotels' fundamental indicators could also be used in its relative valuation, which is a method of valuing Sotherly Hotels by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sotherly Hotels to competition |
| Fundamentals | Sotherly Hotels | Peer Average |
| Return On Equity | 0.0322 | -0.31 |
| Return On Asset | 0.0313 | -0.14 |
| Profit Margin | 0.01 % | (1.27) % |
| Operating Margin | 0.04 % | (5.51) % |
| Current Valuation | 674.31 M | 16.62 B |
| Shares Owned By Institutions | 5.87 % | 39.21 % |
| Number Of Shares Shorted | 723 | 4.71 M |
| Price To Sales | 0.43 X | 11.42 X |
| Revenue | 173.84 M | 9.43 B |
| Gross Profit | 46.46 M | 27.38 B |
| EBITDA | 36.97 M | 3.9 B |
| Net Income | 3.94 M | 570.98 M |
| Cash And Equivalents | 23.97 M | 2.7 B |
| Cash Per Share | 1.33 X | 5.01 X |
| Total Debt | 317.53 M | 5.32 B |
| Debt To Equity | 7.56 % | 48.70 % |
| Current Ratio | 0.78 X | 2.16 X |
| Book Value Per Share | 2.31 X | 1.93 K |
| Cash Flow From Operations | 21.4 M | 971.22 M |
| Short Ratio | 0.99 X | 4.00 X |
| Earnings Per Share | (1.66) X | 3.12 X |
| Number Of Employees | 9 | 18.84 K |
| Beta | 1.69 | -0.15 |
| Market Capitalization | 77.55 M | 19.03 B |
| Total Asset | 393.44 M | 29.47 B |
| Retained Earnings | (125.02 M) | 9.33 B |
| Working Capital | 13.12 M | 1.48 B |
| Annual Yield | 0.11 % | |
| Net Asset | 393.44 M |
Note: Acquisition by Walker Herschel J of 6389 shares of Sotherly Hotels subject to Rule 16b-3 [view details]
Sotherly Hotels Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sotherly . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Sotherly Hotels Buy or Sell Advice
When is the right time to buy or sell Sotherly Hotels Series? Buying financial instruments such as Sotherly Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Sotherly Hotels Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Sotherly Stock refer to our How to Trade Sotherly Stock guide.You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Is Diversified REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? 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. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sotherly Hotels listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.19) | Earnings Share (1.66) | Revenue Per Share 9.299 | Quarterly Revenue Growth 0.039 | Return On Assets 0.0313 |
The market value of Sotherly Hotels Series 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. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. 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. However, Sotherly Hotels' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.