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ISIN
US83600C4006
CUSIP
83600C400
IPO Date
Oct 5, 2017

Highlights

EPS (TTM)
-$0.02
Total Revenue (TTM)
$179.07M
Gross Profit (TTM)
$44.77M
EBITDA (TTM)
$41.60M
Year Range
$9.71 - $19.12
ROA (TTM)
-0.00%
ROE (TTM)
-0.00%

Share Price Chart


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Sotherly Hotels Inc.

Performance

SOHOO Performance Chart

Sotherly Hotels Inc. (SOHOO) is down 42.3% since the beginning of the year. At $10 per share, SOHOO is trading 47.7% below its 52-week high of $19. Investors who bought $1,000 worth of SOHOO shares 5 years ago would now be looking at an investment worth $687.


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S&P 500 Index

Returns By Period

Sotherly Hotels Inc. (SOHOO) has returned -42.30% so far this year and -30.62% over the past 12 months.


Sotherly Hotels Inc.

1D
-33.33%
1M
-9.09%
YTD
-42.30%
6M
-42.33%
1Y
-30.62%
3Y*
-18.56%
5Y*
-7.23%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.68%
YTD
11.16%
6M
11.10%
1Y
27.46%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SOHOO Monthly Returns History

Based on dividend-adjusted daily data since Oct 5, 2017, SOHOO's average daily return is +0.08%, while the average monthly return is +1.07%. At this rate, an investment would double in approximately 5.4 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +88.2%, while the worst month was Mar 2020 at -72.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SOHOO closed higher 39% of trading days. The best single day was Oct 27, 2025 with a return of +60.9%, while the worst single day was Mar 18, 2020 at -57.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.50%2.07%-32.37%-14.46%36.36%-33.33%-42.30%
2025-0.21%2.97%-1.47%-3.32%1.29%0.25%0.00%-30.25%3.49%50.52%4.03%-1.31%10.88%
2024-7.90%2.66%-2.45%1.59%3.57%-4.65%1.63%-0.39%-1.25%-2.51%1.49%-1.06%-9.46%
202324.39%-0.07%-3.76%1.71%-0.85%4.45%-1.44%1.53%-4.09%0.66%-5.38%-1.27%13.72%
202213.37%2.52%-3.15%6.98%-7.32%-1.96%15.56%8.17%-5.82%1.46%4.60%-8.85%24.62%
202121.67%29.33%0.72%-3.90%1.71%10.34%-7.33%-7.14%-6.21%-9.21%0.77%13.45%43.17%

Benchmark Metrics

Sotherly Hotels Inc. has an annualized alpha of 5.90%, beta of 0.96, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since October 06, 2017.

  • This stock participated in 114.07% of S&P 500 Index downside but only 49.18% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.07 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
5.90%
Beta
0.96
0.07
Upside Capture
49.18%
Downside Capture
114.07%

Return for Risk

Risk / Return Rank

SOHOO ranks 23 for risk / return — below 23% 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.


SOHOO Risk / Return Rank: 2323
Overall Rank
SOHOO Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
SOHOO Sortino Ratio Rank: 3434
Sortino Ratio Rank
SOHOO Omega Ratio Rank: 4040
Omega Ratio Rank
SOHOO Calmar Ratio Rank: 1313
Calmar Ratio Rank
SOHOO Martin Ratio Rank: 11
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 Sotherly Hotels Inc. (SOHOO) and compare them to S&P 500 Index.


SOHOOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.33

2.39

-2.72

Sortino ratio

Return per unit of downside risk

0.22

3.25

-3.03

Omega ratio

Gain probability vs. loss probability

1.06

1.43

-0.38

Calmar ratio

Return relative to maximum drawdown

-0.73

3.11

-3.84

Martin ratio

Return relative to average drawdown

-1.88

14.38

-16.26

Dividends

Dividend History

Sotherly Hotels Inc. provided a 4.92% dividend yield over the last twelve months, with an annual payout of $0.49 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00$2.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.49$1.48$1.97$2.46$0.00$0.00$0.49$1.97$1.97$0.43

Dividend yield

4.92%8.52%11.52%11.72%0.00%0.00%4.28%7.66%8.99%1.70%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.49$0.00$0.00$1.48
2024$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$1.97
2023$0.00$0.49$0.00$0.00$0.49$0.49$0.00$0.49$0.00$0.00$0.49$0.00$2.46
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 88.87%, occurring on Mar 18, 2020. Recovery took 719 trading sessions.

The current Sotherly Hotels Inc. drawdown is 49.09%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-88.87%Mar 2020
1mo 11d2y 10mo
2y 11moFeb 2020 - Jan 2023
2026 bear market2026
-50.21%Apr 2026
2y 8mo
2y 9moAug 2023 - now
Rate-hike selloffLate 2018
-16.73%Dec 2018
1mo 22d2mo 6d
3mo 28dOct 2018 - Feb 2019
2023 pullback2023
-5.44%May 2023
2mo 18d19d
3mo 7dMar 2023 - Jun 2023
2018 pullback2018
-4.40%Feb 2018
16d3mo 1d
3mo 17dJan 2018 - May 2018

Drawdown Indicators


SOHOOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-88.87%

-56.78%

-32.09%

Max Drawdown (1Y)

Largest decline over 1 year

-48.82%

-9.10%

-39.72%

Max Drawdown (3Y)

Largest decline over 3 years

-50.21%

-18.90%

-31.31%

Max Drawdown (5Y)

Largest decline over 5 years

-50.21%

-25.43%

-24.78%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-49.09%

0.00%

-49.09%

Average Drawdown

Average peak-to-trough decline

-19.31%

-10.72%

-8.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.93%

1.97%

+16.96%

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.


Annual
Quarterly

0.0

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 SOHOO relative to other companies in the REIT - Hotel & Motel industry. Currently, SOHOO has a P/S ratio of 1.1. 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

Values in undefined except per share items
Portfolio Analyzer

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