Highlights
- Market Cap
- $45.89M
- Enterprise Value
- $84.51M
- EPS (TTM)
- -$0.02
- Total Revenue (TTM)
- $179.07M
- Gross Profit (TTM)
- $37.48M
- EBITDA (TTM)
- $41.60M
- Year Range
- $0.59 - $2.25
- ROA (TTM)
- -0.08%
- ROE (TTM)
- -0.84%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Sotherly Hotels Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Sotherly Hotels Inc.
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.79% | 1.81% | 4.65% | ||||||||||
| 2025 | -13.31% | 1.56% | -9.80% | -2.62% | 9.69% | 20.25% | -7.38% | -17.34% | 10.00% | 165.00% | 1.89% | -0.46% | 130.84% |
| 2024 | -6.71% | -2.16% | 6.62% | -8.97% | 3.03% | -15.44% | 11.30% | -2.73% | -2.81% | -0.41% | -25.31% | 3.49% | -37.49% |
| 2023 | 29.28% | -4.27% | -10.94% | -5.26% | -3.17% | 3.28% | 19.05% | -14.22% | -12.44% | -6.51% | -15.19% | 11.19% | -17.68% |
| 2022 | -4.78% | 18.09% | -12.34% | -4.85% | -8.16% | -3.33% | 22.41% | 12.21% | -21.34% | 19.68% | -13.52% | -6.98% | -13.40% |
| 2021 | 7.60% | 36.80% | -5.43% | -10.63% | 19.61% | -19.35% | -22.33% | 3.00% | 6.67% | -10.16% | -2.61% | -6.70% | -16.40% |
Benchmark Metrics
Sotherly Hotels Inc. has an annualized alpha of 8.31%, beta of 0.84, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since December 20, 2004.
- This stock participated in 154.33% of S&P 500 Index downside but only 108.36% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.06 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.31%
- Beta
- 0.84
- R²
- 0.06
- Upside Capture
- 108.36%
- Downside Capture
- 154.33%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sotherly Hotels Inc. (SOHO) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Sotherly Hotels Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.52 | $0.49 | $0.43 | $0.37 | $0.31 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.20% | 7.60% | 8.65% | 6.59% | 5.38% | 4.95% |
Monthly Dividends
The table displays the monthly dividend distributions for Sotherly Hotels 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 | $0.00 | ||||||||||
| 2025 | $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 |
| 2024 | $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 |
| 2023 | $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 |
| 2022 | $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 |
| 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 |
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 Sotherly Hotels 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 Sotherly Hotels Inc. was 91.29%, occurring on Mar 3, 2009. Recovery took 1583 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.29% | Jul 6, 2007 | 418 | Mar 3, 2009 | 1583 | Jun 16, 2015 | 2001 |
| -90.78% | Jun 13, 2019 | 1464 | Apr 8, 2025 | — | — | — |
| -39.87% | Jun 17, 2015 | 166 | Feb 11, 2016 | 594 | Jun 21, 2018 | 760 |
| -23.39% | Sep 19, 2018 | 71 | Dec 31, 2018 | 30 | Feb 13, 2019 | 101 |
| -15.07% | Feb 19, 2019 | 7 | Feb 27, 2019 | 71 | Jun 10, 2019 | 78 |
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 Sotherly Hotels 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 Sotherly Hotels 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.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SOHO relative to other companies in the REIT - Hotel & Motel industry. Currently, SOHO has a P/S ratio of 0.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SOHO in comparison with other companies in the REIT - Hotel & Motel industry. Currently, SOHO has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |