PortfoliosLab logoPortfoliosLab logo
ISIN
US8678921011
CUSIP
867892101
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


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Sunstone Hotel Investors, Inc.

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.


Loading charts...

S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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%
202313.77%-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
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.


SHO Risk / Return Rank: 8484
Overall Rank
SHO Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SHO Sortino Ratio Rank: 8383
Sortino Ratio Rank
SHO Omega Ratio Rank: 7979
Omega Ratio Rank
SHO Calmar Ratio Rank: 8888
Calmar Ratio Rank
SHO Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


SHOBenchmarkDifference
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.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


Loading charts...

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 21d4mo 16d
7mo 7dOct 2006 - May 2007
2005 correction2005
-14.04%Oct 2005
2mo 25d1mo 9d
4mo 4dAug 2005 - Dec 2005
2006 correction2006
-12.28%May 2006
12d4mo 15d
4mo 27dMay 2006 - Oct 2006
2007 pullback2007
-7.48%May 2007
4d1mo 18d
1mo 22dMay 2007 - Jul 2007

Drawdown Indicators


SHOBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-21.54%

-1.80%

-19.74%

Average Drawdown

Average peak-to-trough decline

-36.25%

-10.71%

-25.54%

Ulcer Index

Depth 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.


Loading charts...

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.


Annual
Quarterly

0.0

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

Total Operating Expenses

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

Values in undefined except per share items
Portfolio Analyzer

Build a portfolio with SHO

Add Sunstone Hotel Investors, Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with SHO