- ISIN
- US83600C5094
- CUSIP
- 83600C509
- Sector
- Real Estate
- Industry
- REIT - Hotel & Motel
- IPO Date
- Apr 12, 2019
Highlights
- Market Cap
- $46.10M
- Enterprise Value
- $56.04B
- EPS (TTM)
- -$0.02
- Total Revenue (TTM)
- $179.07M
- Gross Profit (TTM)
- $44.77M
- EBITDA (TTM)
- $41.60M
- Year Range
- $1.00 - $17.20
- ROA (TTM)
- -0.00%
- ROE (TTM)
- -0.00%
- Avg. Volume (1M)
- 97
- Avg. Volume Value (1M)
- $806.85
Share Price Chart
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Performance
SOHON Performance Chart
Sotherly Hotels Inc. (SOHON) is down 46.8% since the beginning of the year. At $8 per share, SOHON is trading 53.5% below its 52-week high of $17. Investors who bought $1,000 worth of SOHON shares 5 years ago would now be looking at an investment worth $565.
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Returns By Period
Sotherly Hotels Inc. (SOHON) has returned -46.84% so far this year and -48.30% over the past 12 months.
Sotherly Hotels Inc.
- 1D
- 0.00%
- 1M
- -1.36%
- 6M
- -50.68%
- YTD
- -46.84%
- 1Y
- -48.30%
- 3Y*
- -25.19%
- 5Y*
- -10.78%
- 10Y*
- —
- ALL TIME*
- -9.93%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SOHON Monthly Returns History
Based on dividend-adjusted daily data since Apr 12, 2019, SOHON's average daily return is +0.06%, while the average monthly return is +0.77%. At this rate, an investment would double in approximately 7.5 years.
Historically, 55% of months were positive and 45% were negative. The best month was Nov 2020 with a return of +96.4%, while the worst month was Mar 2020 at -70.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SOHON closed higher 40% of trading days. The best single day was Nov 9, 2020 with a return of +44.7%, while the worst single day was Mar 12, 2020 at -57.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.77% | 2.03% | -21.15% | 30.27% | -22.41% | -38.51% | -1.36% | -46.84% | |||||
| 2025 | -5.33% | -0.60% | 4.17% | -7.09% | 4.84% | -1.45% | 1.29% | -29.39% | 1.03% | 38.53% | -2.79% | -1.83% | -10.11% |
| 2024 | -7.00% | 2.50% | -1.23% | -0.02% | 5.16% | -2.59% | -2.34% | 1.99% | -1.91% | 0.82% | -2.12% | 5.23% | -2.18% |
| 2023 | 23.69% | 0.05% | -2.49% | 0.12% | 0.84% | 7.41% | -2.81% | -0.11% | -3.96% | 0.00% | -7.10% | 0.53% | 13.96% |
| 2022 | 16.01% | 2.05% | -3.75% | 1.86% | 0.74% | -9.65% | 16.90% | 8.43% | -10.89% | 7.23% | 5.58% | -9.43% | 22.38% |
| 2021 | 20.50% | 28.01% | 3.32% | -4.05% | 1.00% | 12.56% | -5.44% | -6.45% | -12.69% | -6.64% | 0.00% | 13.74% | 42.57% |
Benchmark Metrics
Sotherly Hotels Inc. has an annualized alpha of -0.89%, beta of 1.01, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since April 12, 2019.
- This stock participated in 149.74% of S&P 500 Index downside but only 60.19% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.08 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
- -0.89%
- Beta
- 1.01
- R²
- 0.08
- Upside Capture
- 60.19%
- Downside Capture
- 149.74%
Return for Risk
Risk / Return Rank
SOHON ranks 7 for risk / return — above 7% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Sotherly Hotels Inc. (SOHON) 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.
| SOHON | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.14 | ||
| Sortino ratioReturn per unit of downside risk | -3.02 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.25 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.94 | 2.00 | -2.95 |
| Martin ratioReturn relative to average drawdown | -2.12 | 8.49 | -10.61 |
Dividends
Dividend History
Sotherly Hotels Inc. provided a 6.45% dividend yield over the last twelve months, with an annual payout of $0.52 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.52 | $1.55 | $2.06 | $2.58 | $0.00 | $0.00 | $0.00 | $1.45 |
Dividend yield | 6.45% | 10.28% | 11.21% | 12.28% | 0.00% | 0.00% | 0.00% | 5.55% |
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 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $1.55 |
| 2024 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $2.06 |
| 2023 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.52 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $2.58 |
| 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 88.63%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
The current Sotherly Hotels Inc. drawdown is 59.44%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-88.63%Mar 2020 | 1mo 13d | — | 6y 6moFeb 2020 - now | COVID crash2020 |
-1.99%Oct 2019 | 3d | 1mo 15d | 1mo 18dOct 2019 - Nov 2019 | — |
-1.73%Aug 2019 | 23d | 7d | 1moAug 2019 - Sep 2019 | — |
-1.49%Jun 2019 | 2d | 13d | 15dJun 2019 - Jun 2019 | — |
-1.38%Jan 2020 | 6d | 7d | 13dJan 2020 - Feb 2020 | — |
Drawdown Indicators
| SOHON | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.63% | -56.78% | -31.85% |
Max Drawdown (1Y)Largest decline over 1 year | -52.94% | -9.10% | -43.84% |
Max Drawdown (3Y)Largest decline over 3 years | -59.03% | -18.90% | -40.13% |
Max Drawdown (5Y)Largest decline over 5 years | -59.30% | -25.43% | -33.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -59.44% | -1.58% | -57.86% |
Average DrawdownAverage peak-to-trough decline | -25.72% | -10.70% | -15.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.92% | 2.14% | +21.78% |
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 SOHON relative to other companies in the REIT - Hotel & Motel industry. Currently, SOHON has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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 | — |
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