Highlights
- Market Cap
- $266.16M
- Enterprise Value
- $304.77M
- EPS (TTM)
- -$0.02
- Total Revenue (TTM)
- $179.07M
- Gross Profit (TTM)
- $37.48M
- EBITDA (TTM)
- $41.60M
- Year Range
- $10.10 - $18.64
- 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. (SOHOB) has returned -22.69% so far this year and -19.76% over the past 12 months.
Sotherly Hotels Inc.
- 1D
- 2.35%
- 1M
- -29.69%
- YTD
- -22.69%
- 6M
- 17.80%
- 1Y
- -19.76%
- 3Y*
- -10.51%
- 5Y*
- -0.67%
- 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
Based on dividend-adjusted daily data since Aug 29, 2016, SOHOB's average daily return is +0.07%, while the average monthly return is +1.04%. At this rate, your investment would double in approximately 5.6 years.
Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +87.5%, while the worst month was Mar 2020 at -73.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SOHOB closed higher 44% of trading days. The best single day was Mar 19, 2020 with a return of +107.7%, while the worst single day was Mar 18, 2020 at -57.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.64% | 2.15% | -29.69% | -22.69% | |||||||||
| 2025 | 1.76% | -0.29% | 3.28% | -6.88% | 0.42% | 2.18% | -1.81% | -30.01% | 3.72% | 49.66% | 3.20% | -1.34% | 8.78% |
| 2024 | -8.77% | 0.78% | -0.31% | 0.31% | 2.42% | -2.86% | 0.87% | 1.59% | -0.19% | 2.11% | -5.63% | -0.41% | -10.22% |
| 2023 | 15.68% | -0.06% | -2.34% | -0.48% | 3.23% | 3.73% | -2.22% | 3.35% | -3.47% | -7.91% | 3.39% | -4.09% | 7.17% |
| 2022 | 11.42% | 3.84% | -2.37% | 3.73% | -5.47% | 2.54% | 12.37% | 10.29% | -8.94% | 3.48% | 3.27% | -2.50% | 33.52% |
| 2021 | 20.61% | 30.56% | 1.35% | -3.53% | 6.32% | 5.42% | -3.89% | -10.88% | -8.60% | -7.78% | -0.07% | 13.36% | 41.11% |
Benchmark Metrics
Sotherly Hotels Inc. has an annualized alpha of 7.35%, beta of 0.83, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since August 30, 2016.
- This stock participated in 103.46% of S&P 500 Index downside but only 51.69% 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
- 7.35%
- Beta
- 0.83
- R²
- 0.06
- Upside Capture
- 51.69%
- Downside Capture
- 103.46%
Return for Risk
Risk / Return Rank
SOHOB ranks 24 for risk / return — below 24% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sotherly Hotels Inc. (SOHOB) and compare them to a chosen benchmark (S&P 500 Index).
| SOHOB | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.33 | 0.90 | -1.22 |
Sortino ratioReturn per unit of downside risk | -0.19 | 1.39 | -1.57 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.21 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.40 | -1.88 |
Martin ratioReturn relative to average drawdown | -1.15 | 6.61 | -7.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SOHOB risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Sotherly Hotels Inc. provided a 7.66% dividend yield over the last twelve months, with an annual payout of $1.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.00 | $1.50 | $2.00 | $2.50 | $0.00 | $0.00 | $0.00 | $2.00 | $2.00 | $2.00 | $0.71 |
Dividend yield | 7.66% | 8.89% | 11.76% | 11.85% | 0.00% | 0.00% | 0.00% | 7.62% | 8.08% | 7.80% | 2.79% |
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 | $0.00 | |||||||||
| 2025 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.50 |
| 2024 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $2.00 |
| 2023 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $2.50 |
| 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 90.29%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
The current Sotherly Hotels Inc. drawdown is 33.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.29% | Jan 27, 2020 | 37 | Mar 18, 2020 | — | — | — |
| -8.99% | Sep 29, 2016 | 36 | Nov 17, 2016 | 75 | Mar 9, 2017 | 111 |
| -8.84% | Oct 18, 2018 | 47 | Dec 26, 2018 | 65 | Apr 1, 2019 | 112 |
| -4.84% | Jan 18, 2018 | 31 | Mar 2, 2018 | 77 | Jun 21, 2018 | 108 |
| -3.18% | Jun 18, 2019 | 44 | Aug 19, 2019 | 25 | Sep 24, 2019 | 69 |
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 SOHOB relative to other companies in the REIT - Hotel & Motel industry. Currently, SOHOB has a P/S ratio of 1.5. 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 SOHOB in comparison with other companies in the REIT - Hotel & Motel industry. Currently, SOHOB has a P/B value of 7.2. 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 | — |