- ISIN
- US83600C4006
- CUSIP
- 83600C400
- Sector
- Real Estate
- Industry
- REIT - Hotel & Motel
- 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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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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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%
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.50% | 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% |
| 2023 | 24.39% | -0.07% | -3.76% | 1.71% | -0.85% | 4.45% | -1.44% | 1.53% | -4.09% | 0.66% | -5.38% | -1.27% | 13.72% |
| 2022 | 13.37% | 2.52% | -3.15% | 6.98% | -7.32% | -1.96% | 15.56% | 8.17% | -5.82% | 1.46% | 4.60% | -8.85% | 24.62% |
| 2021 | 21.67% | 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
- R²
- 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.
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.
| SOHOO | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.33 | 2.39 | -2.72 |
Sortino ratioReturn per unit of downside risk | 0.22 | 3.25 | -3.03 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.43 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | -0.73 | 3.11 | -3.84 |
Martin ratioReturn relative to average drawdown | -1.88 | 14.38 | -16.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| 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 | ||||||
| 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 11d | 2y 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 22d | 2mo 6d | 3mo 28dOct 2018 - Feb 2019 |
2023 pullback2023 | -5.44%May 2023 | 2mo 18d | 19d | 3mo 7dMar 2023 - Jun 2023 |
2018 pullback2018 | -4.40%Feb 2018 | 16d | 3mo 1d | 3mo 17dJan 2018 - May 2018 |
Drawdown Indicators
| SOHOO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -49.09% | 0.00% | -49.09% |
Average DrawdownAverage peak-to-trough decline | -19.31% | -10.72% | -8.59% |
Ulcer IndexDepth 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.
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 | — |
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