Sotherly Hotels Series Stock Performance
| SOHOB Stock | USD 19.25 0.19 1.00% |
Sotherly Hotels has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.7, 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 Series right now has a risk of 1.45%. Please validate Sotherly Hotels value at risk, kurtosis, market facilitation index, as well as the relationship between the semi variance and rate of daily change , to decide if Sotherly Hotels will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Sotherly Hotels Series are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. 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 (%)
Five Day Return 8.39 | Year To Date Return (8.77) | Ten Year Return (0.05) | All Time Return (0.05) |
Forward Dividend Yield 0.1039 | Forward Dividend Rate 2 | Dividend Date 2024-03-15 | Ex Dividend Date 2024-02-28 |
1 | Sotherly Hotels Inc Stock Falls -3.50 percent This Week Is It a Good Pick - InvestorsObserver | 02/05/2024 |
2 | Trading Report - Stock Traders Daily | 02/15/2024 |
3 | Sotherly Hotels Inc. Declares Quarterly Dividend of 0.50 | 02/27/2024 |
4 | Sotherly Hotels Inc. Reports Financial Results for the Fourth Quarter Ended December 31, 2023 - GlobeNewswire | 03/06/2024 |
| Sotherly Hotels dividend paid on 15th of March 2024 | 03/15/2024 |
6 | Sotherly Hotels Trading Down 0.1 percent - Defense World | 04/03/2024 |
| Begin Period Cash Flow | 27.3 M |
Sotherly |
Sotherly Hotels Relative Risk vs. Return Landscape
If you would invest 1,890 in Sotherly Hotels Series on January 30, 2024 and sell it today you would earn a total of 35.00 from holding Sotherly Hotels Series or generate 1.85% return on investment over 90 days. Sotherly Hotels Series is currently producing 0.039% returns and takes up 1.446% volatility of returns over 90 trading days. Put another way, 12% 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 = 0.027
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SOHOB |
Estimated Market Risk
| 1.45 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Sotherly Hotels is performing at about 2% of its full potential. 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 it 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 | 0.0766 | ||||
| Return On Asset | 0.0292 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.09 % | ||||
| Current Valuation | 776.75 M | ||||
| Price To Sales | 0.46 X | ||||
| Revenue | 173.84 M | ||||
| Gross Profit | 46.46 M | ||||
| EBITDA | 36.97 M | ||||
| Net Income | 3.89 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 | (2.74) X | ||||
| Cash Flow From Operations | 21.4 M | ||||
| Earnings Per Share | (1.66) X | ||||
| Market Capitalization | 85.31 M | ||||
| Total Asset | 393.44 M | ||||
| Retained Earnings | (125.02 M) | ||||
| Working Capital | 13.12 M | ||||
About Sotherly Hotels Performance
To evaluate Sotherly Hotels Series Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Sotherly Hotels generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Sotherly Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Sotherly Hotels Series market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Sotherly's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 18.55 | 17.62 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.08 | 0.08 |
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.| The company 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. 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 Series 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. | |
| Sotherly Hotels has a strong financial position based on the latest SEC filings | |
| On 15th of March 2024 Sotherly Hotels paid $ 0.5 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Sotherly Hotels Trading Down 0.1 percent - Defense World |
- 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sotherly Hotels Series. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons. For information on how to trade Sotherly Stock refer to our How to Trade Sotherly Stock guide.You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |
Is Sotherly Hotels' industry 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 (0.88) | Earnings Share (1.66) | Revenue Per Share 9.213 | Quarterly Revenue Growth 0.015 | Return On Assets 0.0292 |
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.