- ISIN
- US8678921011
- CUSIP
- 867892101
- Sector
- Real Estate
- Industry
- REIT - Hotel & Motel
- IPO Date
- Aug 10, 1995
Highlights
- Market Cap
- $2.24B
- Enterprise Value
- $2.16B
- EPS (TTM)
- $0.18
- PE Ratio
- 64.32
- PEG Ratio
- 1.96
- Total Revenue (TTM)
- $985.77M
- Gross Profit (TTM)
- -$61.65M
- EBITDA (TTM)
- $198.70M
- Year Range
- $8.48 - $12.07
- Target Price
- $10.50
- ROA (TTM)
- 1.17%
- ROE (TTM)
- 1.85%
Share Price Chart
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Performance
SHO Performance Chart
Sunstone Hotel Investors, Inc. (SHO) is up 34.0% since the beginning of the year. At $12 per share, SHO is trading just below its 52-week high of $12. Investors who bought $1,000 worth of SHO shares 5 years ago would now be looking at an investment worth $1,035.
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Returns By Period
Sunstone Hotel Investors, Inc. (SHO) has returned 34.00% so far this year and 41.83% over the past 12 months. Over the last ten years, SHO has returned 3.20% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Sunstone Hotel Investors, Inc.
- 1D
- -0.42%
- 1M
- 11.68%
- YTD
- 34.00%
- 6M
- 32.09%
- 1Y
- 41.83%
- 3Y*
- 11.05%
- 5Y*
- 0.69%
- 10Y*
- 3.20%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SHO Monthly Returns History
Based on dividend-adjusted daily data since Oct 21, 2004, SHO's average daily return is +0.05%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 53% of months were positive and 47% were negative. The best month was Apr 2009 with a return of +101.1%, while the worst month was Oct 2008 at -51.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.
On a daily basis, SHO closed higher 50% of trading days. The best single day was Nov 24, 2008 with a return of +34.0%, while the worst single day was Dec 9, 2008 at -23.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.90% | 5.82% | -1.93% | 8.99% | 10.18% | 9.61% | 34.00% | ||||||
| 2025 | -4.31% | -7.50% | -9.35% | -11.37% | 7.43% | -2.14% | 0.81% | 8.34% | -0.22% | -5.55% | 5.76% | -3.53% | -21.48% |
| 2024 | -0.56% | 4.87% | 0.20% | -8.44% | 0.78% | 2.65% | -0.96% | 0.68% | -0.21% | -2.23% | 6.54% | 10.98% | 13.86% |
| 2023 | 13.77% | -3.82% | -6.03% | -3.54% | 3.57% | 3.06% | 0.69% | -11.87% | 4.91% | -0.53% | 6.24% | 9.90% | 14.44% |
| 2022 | -3.58% | -6.45% | 11.34% | 3.99% | -2.29% | -17.13% | 14.21% | -3.88% | -13.06% | 18.37% | -1.43% | -11.64% | -16.79% |
| 2021 | -5.56% | 23.46% | -5.68% | 5.62% | -4.56% | -1.11% | -7.09% | 0.43% | 3.02% | 3.35% | -11.91% | 7.91% | 3.53% |
Benchmark Metrics
Sunstone Hotel Investors, Inc. has an annualized alpha of -4.21%, beta of 1.57, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since October 21, 2004.
- This stock participated in 160.92% of S&P 500 Index downside but only 142.70% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.43 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -4.21%
- Beta
- 1.57
- R²
- 0.43
- Upside Capture
- 142.70%
- Downside Capture
- 160.92%
Return for Risk
Risk / Return Rank
SHO ranks 84 for risk / return — in the top 84% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sunstone Hotel Investors, Inc. (SHO) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SHO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.97 | 2.78 | +1.19 |
| Martin ratioReturn relative to average drawdown | 8.24 | 12.44 | -4.20 |
Dividends
Dividend History
Sunstone Hotel Investors, Inc. provided a 3.04% dividend yield over the last twelve months, with an annual payout of $0.36 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.36 | $0.34 | $0.30 | $0.10 | $0.00 | $0.05 | $0.72 | $0.69 | $0.73 | $0.68 | $1.41 |
Dividend yield | 3.04% | 4.03% | 2.87% | 2.80% | 1.04% | 0.00% | 0.44% | 5.17% | 5.30% | 4.42% | 4.46% | 11.29% |
Monthly Dividends
The table displays the monthly dividend distributions for Sunstone Hotel Investors, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.09 | ||||||
| 2025 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.36 |
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.34 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.13 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Sunstone Hotel Investors, Inc. has a dividend yield of 3.04%, which is quite average when compared to the overall market.
Payout Ratio
Sunstone Hotel Investors, Inc. has a payout ratio of 197.65%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Sunstone Hotel Investors, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sunstone Hotel Investors, Inc. was 91.73%, occurring on Mar 2, 2009. The portfolio has not yet recovered.
The current Sunstone Hotel Investors, Inc. drawdown is 21.54%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -91.73%Mar 2009 | 1y 8mo | — | 18y 11moJul 2007 - now |
2006 correction2006 | -14.33%Dec 2006 | 2mo 21d | 4mo 16d | 7mo 7dOct 2006 - May 2007 |
2005 correction2005 | -14.04%Oct 2005 | 2mo 25d | 1mo 9d | 4mo 4dAug 2005 - Dec 2005 |
2006 correction2006 | -12.28%May 2006 | 12d | 4mo 15d | 4mo 27dMay 2006 - Oct 2006 |
2007 pullback2007 | -7.48%May 2007 | 4d | 1mo 18d | 1mo 22dMay 2007 - Jul 2007 |
Drawdown Indicators
| SHO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.73% | -56.78% | -34.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.58% | -9.10% | -1.48% |
Max Drawdown (3Y)Largest decline over 3 years | -36.56% | -18.90% | -17.66% |
Max Drawdown (5Y)Largest decline over 5 years | -36.72% | -25.43% | -11.29% |
Max Drawdown (10Y)Largest decline over 10 years | -55.96% | -33.92% | -22.04% |
Current DrawdownCurrent decline from peak | -21.54% | -1.80% | -19.74% |
Average DrawdownAverage peak-to-trough decline | -36.25% | -10.71% | -25.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 2.03% | +3.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Sunstone Hotel Investors, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Sunstone Hotel Investors, Inc. is priced in the market compared to other companies in the REIT - Hotel & Motel industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SHO, comparing it with other companies in the REIT - Hotel & Motel industry. Currently, SHO has a P/E ratio of 64.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SHO compared to other companies in the REIT - Hotel & Motel industry. SHO currently has a PEG ratio of 2.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SHO relative to other companies in the REIT - Hotel & Motel industry. Currently, SHO has a P/S ratio of 2.3. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SHO in comparison with other companies in the REIT - Hotel & Motel industry. Currently, SHO has a P/B value of 1.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
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Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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