Sotherly Hotels Series Stock Performance
| SOHOB Stock | USD 17.74 0.67 3.93% |
The entity has a beta of 0.0297, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sotherly Hotels' returns are expected to increase less than the market. However, during the bear market, the loss of holding Sotherly Hotels is expected to be smaller as well. Sotherly Hotels Series right now has a risk of 1.88%. Please validate Sotherly Hotels kurtosis, as well as the relationship between the rate of daily change and market facilitation index , to decide if Sotherly Hotels will be following its existing price patterns.
Risk-Adjusted Performance
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Over the last 90 days Sotherly Hotels Series has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Sotherly Hotels is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (3.29) | Five Day Return (0.58) | Year To Date Return 2.71 | Ten Year Return (33.11) | All Time Return (33.11) |
Forward Dividend Yield 0.1172 | Forward Dividend Rate 2 | Dividend Date 2024-12-16 | Ex Dividend Date 2025-02-28 |
1 | Acquisition by Walker Herschel J of 6389 shares of Sotherly Hotels subject to Rule 16b-3 | 11/01/2024 |
2 | Sotherly Hotels Inc. Reports Financial Results for the Third Quarter Ended September 30, 2024 - The Manila Times | 11/12/2024 |
| Sotherly Hotels dividend paid on 16th of December 2024 | 12/16/2024 |
3 | Acquisition by Domalski Anthony E of 24900 shares of Sotherly Hotels subject to Rule 16b-3 | 12/23/2024 |
4 | Acquisition by Scott Kucinski of 18695 shares of Sotherly Hotels subject to Rule 16b-3 | 01/17/2025 |
| Begin Period Cash Flow | 27.3 M |
Sotherly |
Sotherly Hotels Relative Risk vs. Return Landscape
If you would invest 1,778 in Sotherly Hotels Series on November 1, 2024 and sell it today you would lose (4.00) from holding Sotherly Hotels Series or give up 0.22% of portfolio value over 90 days. Sotherly Hotels Series is currently producing 0.0136% returns and takes up 1.8818% volatility of returns over 90 trading days. Put another way, 16% of traded stocks are less volatile than Sotherly, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sotherly Hotels Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sotherly Hotels' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sotherly Hotels Series, and traders can use it to determine the average amount a Sotherly Hotels' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0072
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SOHOB |
Estimated Market Risk
| 1.88 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sotherly Hotels is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sotherly Hotels by adding Sotherly Hotels to a well-diversified portfolio.
Sotherly Hotels Fundamentals Growth
Sotherly Stock prices reflect investors' perceptions of the future prospects and financial health of Sotherly Hotels, and Sotherly Hotels fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sotherly Stock performance.
| Return On Equity | 0.0322 | ||||
| Return On Asset | 0.0313 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 665.18 M | ||||
| Price To Sales | 0.42 X | ||||
| Revenue | 173.84 M | ||||
| Gross Profit | 46.21 M | ||||
| EBITDA | 39.88 M | ||||
| Net Income | 3.94 M | ||||
| Cash And Equivalents | 23.97 M | ||||
| Cash Per Share | 1.33 X | ||||
| Total Debt | 317.53 M | ||||
| Debt To Equity | 7.56 % | ||||
| Current Ratio | 0.78 X | ||||
| Book Value Per Share | 2.31 X | ||||
| Cash Flow From Operations | 21.4 M | ||||
| Earnings Per Share | (1.66) X | ||||
| Market Capitalization | 75.65 M | ||||
| Total Asset | 393.44 M | ||||
| Retained Earnings | (125.02 M) | ||||
| Working Capital | 13.12 M | ||||
About Sotherly Hotels Performance
By analyzing Sotherly Hotels' fundamental ratios, stakeholders can gain valuable insights into Sotherly Hotels' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sotherly Hotels has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sotherly Hotels has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 23.70 | 22.52 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.06 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.10 |
Things to note about Sotherly Hotels Series performance evaluation
Checking the ongoing alerts about Sotherly Hotels for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sotherly Hotels Series help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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. | |
| On 16th of December 2024 Sotherly Hotels paid $ 0.5 per share dividend to its current shareholders |
- Analyzing Sotherly Hotels' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sotherly Hotels' stock is overvalued or undervalued compared to its peers.
- Examining Sotherly Hotels' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sotherly Hotels' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sotherly Hotels' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sotherly Hotels' stock. These opinions can provide insight into Sotherly Hotels' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Sotherly Stock analysis
When running Sotherly Hotels' price analysis, check to measure Sotherly Hotels' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sotherly Hotels is operating at the current time. Most of Sotherly Hotels' value examination focuses on studying past and present price action to predict the probability of Sotherly Hotels' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sotherly Hotels' price. Additionally, you may evaluate how the addition of Sotherly Hotels to your portfolios can decrease your overall portfolio volatility.
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