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Sotherly Hotels Inc. (SOHOO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US83600C4006

CUSIP

83600C400

IPO Date

Oct 5, 2017

Highlights

Market Cap

$73.63M

EPS (TTM)

-$1.66

Total Revenue (TTM)

$183.66M

Gross Profit (TTM)

$47.26M

EBITDA (TTM)

$2.19B

Year Range

$13.39 - $17.27

Share Price Chart


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Sotherly Hotels Inc.

Performance

Performance Chart


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S&P 500

Returns By Period

Sotherly Hotels Inc. (SOHOO) returned -0.69% year-to-date (YTD) and -4.92% over the past 12 months.


SOHOO

YTD

-0.69%

1M

1.29%

6M

-1.74%

1Y

-4.92%

3Y*

4.50%

5Y*

20.70%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of SOHOO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.21%-0.01%1.63%-3.32%1.29%-0.69%
2024-7.90%2.65%-2.45%1.59%0.94%-2.16%1.63%-0.39%-1.25%-2.51%1.49%-1.06%-9.47%
202324.39%-0.07%-3.76%1.71%-0.88%4.45%-1.44%1.53%-4.09%0.66%-5.38%-1.27%13.68%
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%0.76%13.45%43.17%
20203.11%-10.85%-72.19%2.75%30.50%8.31%-30.02%12.74%-21.89%8.06%88.23%3.46%-51.84%
20197.59%5.07%2.90%0.19%2.25%0.64%-0.18%-0.00%5.17%-1.71%1.92%0.53%26.79%
2018-1.42%-0.27%2.31%-0.96%1.82%2.25%-0.98%1.67%-0.02%0.51%-0.39%-10.27%-6.21%
20170.52%0.88%1.52%2.94%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SOHOO is 33, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SOHOO is 3333
Overall Rank
The Sharpe Ratio Rank of SOHOO is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of SOHOO is 3333
Sortino Ratio Rank
The Omega Ratio Rank of SOHOO is 3333
Omega Ratio Rank
The Calmar Ratio Rank of SOHOO is 3737
Calmar Ratio Rank
The Martin Ratio Rank of SOHOO is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Sotherly Hotels Inc. (SOHOO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Sotherly Hotels Inc. Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: -0.20
  • 5-Year: 0.46
  • All Time: 0.02

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Sotherly Hotels Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Sotherly Hotels Inc. provided a 15.41% dividend yield over the last twelve months, with an annual payout of $2.46 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$2.5020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$2.46$1.97$2.46$0.00$0.00$0.49$1.97$1.97$0.43

Dividend yield

15.41%11.52%11.71%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
2025$0.00$0.49$0.00$0.00$0.49$0.98
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
2020$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2019$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$1.97
2018$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$1.97
2017$0.43$0.43

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 88.88%, occurring on Mar 18, 2020. Recovery took 701 trading sessions.

The current Sotherly Hotels Inc. drawdown is 20.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.88%Feb 6, 202029Mar 18, 2020701Jan 25, 2023730
-26.04%Aug 31, 2023342Apr 16, 2025
-16.73%Oct 30, 201833Dec 21, 201841Feb 25, 201974
-5.44%Feb 28, 202347May 24, 20237Jun 7, 202354
-4.4%Jan 23, 201813Feb 8, 201856May 10, 201869
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Sotherly Hotels Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -41.2%.


-1.00-0.500.000.501.00AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober
0.16
0
Actual
Estimate

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 0.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SOHOO in comparison with other companies in the REIT - Hotel & Motel industry. Currently, SOHOO has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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