Sotherly Hotels Pref Preferred Stock Performance
| SOHOO Preferred Stock | USD 18.02 0.37 2.10% |
The entity has a beta of 0.37, which indicates possible diversification benefits within a given portfolio. 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 Pref right now has a risk of 1.35%. Please validate Sotherly Hotels downside variance, as well as the relationship between the daily balance of power and period momentum indicator , to decide if Sotherly Hotels will be following its existing price patterns.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Sotherly Hotels Pref has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, Sotherly Hotels is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 2.97 | Five Day Return 2.1 | Year To Date Return (14.19) | Ten Year Return (6.05) | All Time Return (6.05) |
| Begin Period Cash Flow | 35.3 M | |
| Total Cashflows From Investing Activities | -2.4 M |
Sotherly |
Sotherly Hotels Relative Risk vs. Return Landscape
If you would invest 1,796 in Sotherly Hotels Pref on August 28, 2024 and sell it today you would earn a total of 6.00 from holding Sotherly Hotels Pref or generate 0.33% return on investment over 90 days. Sotherly Hotels Pref is currently producing 0.0143% returns and takes up 1.3533% volatility of returns over 90 trading days. Put another way, 12% of traded preferred 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 preferred stocks, such as Sotherly Hotels Pref, 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 = 0.0105
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SOHOO |
Estimated Market Risk
| 1.35 actual daily | 12 88% 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 Preferred 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 Preferred Stock performance.
| Return On Equity | 0.3 | ||||
| Return On Asset | 0.023 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.10 % | ||||
| Current Valuation | 671.7 M | ||||
| Price To Sales | 0.58 X | ||||
| Revenue | 127.59 M | ||||
| EBITDA | 19.86 B | ||||
| Cash And Equivalents | 23.97 M | ||||
| Cash Per Share | 1.33 X | ||||
| Total Debt | 377.91 M | ||||
| Debt To Equity | 7.56 % | ||||
| Book Value Per Share | (2.92) X | ||||
| Cash Flow From Operations | 2.32 B | ||||
| Earnings Per Share | (1.66) X | ||||
| Total Asset | 436.05 M | ||||
About Sotherly Hotels Performance
By examining Sotherly Hotels' fundamental ratios, stakeholders can obtain critical insights into Sotherly Hotels' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Sotherly Hotels is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
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 Hotels Inc. was organized in 2004 and is headquartered in Williamsburg, Virginia. Sotherly Hotels operates under REITHotel Motel classification in the United States and is traded on NASDAQ Exchange. It employs 10 people.Things to note about Sotherly Hotels Pref performance evaluation
Checking the ongoing alerts about Sotherly Hotels for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Sotherly Hotels Pref help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sotherly Hotels Pref has accumulated 377.91 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 Pref 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. Debt can assist Sotherly Hotels until it has trouble settling it off, either with new capital or with free cash flow. So, Sotherly Hotels' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Sotherly Hotels Pref sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Sotherly to invest in growth at high rates of return. When we think about Sotherly Hotels' use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 127.59 M. Net Loss for the year was (28.54 M) with profit before overhead, payroll, taxes, and interest of 30.69 M. |
- 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' preferred stock. These opinions can provide insight into Sotherly Hotels' potential for growth and whether the stock is currently undervalued or overvalued.
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.