Sotherly Hotels Stock Shares Owned By Institutions
| SOHO Stock | USD 1.44 0.01 0.70% |
Sotherly Hotels fundamentals help investors to digest information that contributes to Sotherly Hotels' financial success or failures. It also enables traders to predict the movement of Sotherly Stock. The fundamental analysis module provides a way to measure Sotherly Hotels' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sotherly Hotels stock.
Sotherly | Shares Owned By Institutions |
Sotherly Hotels Company Shares Owned By Institutions Analysis
Sotherly Hotels' Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
More About Shares Owned By Institutions | All Equity Analysis
Shares Held by Institutions | = | Funds and Banks | + | Firms |
Current Sotherly Hotels Shares Owned By Institutions | 18.69 % |
Most of Sotherly Hotels' fundamental indicators, such as Shares Owned By Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sotherly Hotels is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Sotherly Shares Owned By Institutions Driver Correlations
Understanding the fundamental principles of building solid financial models for Sotherly Hotels is extremely important. It helps to project a fair market value of Sotherly Stock properly, considering its historical fundamentals such as Shares Owned By Institutions. Since Sotherly Hotels' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Sotherly Hotels' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Sotherly Hotels' interrelated accounts and indicators.
Click cells to compare fundamentals
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
| Competition |
Based on the latest financial disclosure, 18.69% of Sotherly Hotels are shares owned by institutions. This is 75.15% lower than that of the Diversified REITs sector and significantly higher than that of the Real Estate industry. The shares owned by institutions for all United States stocks is 52.33% higher than that of the company.
Sotherly Shares Owned By Institutions Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sotherly Hotels' direct or indirect competition against its Shares Owned By Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Sotherly Hotels could also be used in its relative valuation, which is a method of valuing Sotherly Hotels by comparing valuation metrics of similar companies.Sotherly Hotels is currently under evaluation in shares owned by institutions category among related companies.
Sotherly Hotels Current Valuation Drivers
We derive many important indicators used in calculating different scores of Sotherly Hotels from analyzing Sotherly Hotels' financial statements. These drivers represent accounts that assess Sotherly Hotels' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Sotherly Hotels' important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 92.5M | 35.8M | 32.5M | 32.2M | 28.1M | 31.1M | |
| Enterprise Value | 427.4M | 397.4M | 397.2M | 333.3M | 319.4M | 168.4M |
Sotherly Fundamentals
| Return On Equity | 0.0744 | |||
| Return On Asset | 0.029 | |||
| Profit Margin | 0.02 % | |||
| Operating Margin | 0.12 % | |||
| Current Valuation | 324.25 M | |||
| Shares Outstanding | 19.85 M | |||
| Shares Owned By Insiders | 14.27 % | |||
| Shares Owned By Institutions | 18.69 % | |||
| Number Of Shares Shorted | 62.69 K | |||
| Price To Earning | (236.80) X | |||
| Price To Book | 0.51 X | |||
| Price To Sales | 0.29 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 | 2.46 X | |||
| Cash Flow From Operations | 21.4 M | |||
| Short Ratio | 2.09 X | |||
| Earnings Per Share | (0.22) X | |||
| Target Price | 2.0 | |||
| Beta | 1.62 | |||
| Market Capitalization | 57.07 M | |||
| Total Asset | 393.44 M | |||
| Retained Earnings | (125.02 M) | |||
| Working Capital | 13.12 M | |||
| Five Year Return | 7.88 % | |||
| Net Asset | 393.44 M |
About Sotherly Hotels Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sotherly Hotels's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sotherly Hotels using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sotherly Hotels based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Sotherly Hotels Piotroski F Score and Sotherly Hotels Altman Z Score analysis. To learn how to invest in Sotherly Stock, please use our How to Invest in Sotherly Hotels guide.Note that the Sotherly Hotels information on this page should be used as a complementary analysis to other Sotherly Hotels' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
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.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |
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 (0.22) | Revenue Per Share 9.286 | Quarterly Revenue Growth 0.07 | Return On Assets 0.029 |
The market value of Sotherly Hotels 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.