Sotherly Hotels Series Stock Performance

SOHOB Stock  USD 16.70  0.20  1.21%   
Sotherly Hotels has a performance score of 1 on a scale of 0 to 100. The entity has a beta of 0.42, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sotherly Hotels' returns are expected to increase less than the market. However, during the bear market, the loss of holding Sotherly Hotels is expected to be smaller as well. Sotherly Hotels Series right now has a risk of 2.2%. Please validate Sotherly Hotels kurtosis, market facilitation index, and the relationship between the semi variance and rate of daily change , to decide if Sotherly Hotels will be following its existing price patterns.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Sotherly Hotels Series are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Sotherly Hotels is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more

Actual Historical Performance (%)

One Day Return
1.2
Five Day Return
(3.43)
Year To Date Return
0.46
Ten Year Return
(34.57)
All Time Return
(34.57)
Forward Dividend Yield
0.1198
Forward Dividend Rate
2
Dividend Date
2024-12-16
Ex Dividend Date
2025-02-28
 
Sotherly Hotels dividend paid on 16th of December 2024
12/16/2024
1
Acquisition by Domalski Anthony E of 24900 shares of Sotherly Hotels subject to Rule 16b-3
12/23/2024
2
Acquisition by Scott Kucinski of 18695 shares of Sotherly Hotels subject to Rule 16b-3
01/17/2025
3
Sotherly Hotels Inc. to Issue Quarterly Dividend of 0.50 on March 14th
02/26/2025
4
Acquisition by Gibson George S Iv of 8819 shares of Sotherly Hotels subject to Rule 16b-3
03/07/2025
5
Sotherly Hotels Shares Down 1 percent Heres What Happened - Defense World
03/14/2025
Begin Period Cash Flow27.3 M
  

Sotherly Hotels Relative Risk vs. Return Landscape

If you would invest  1,649  in Sotherly Hotels Series on December 16, 2024 and sell it today you would earn a total of  21.00  from holding Sotherly Hotels Series or generate 1.27% return on investment over 90 days. Sotherly Hotels Series is currently producing 0.0447% returns and takes up 2.2002% volatility of returns over 90 trading days. Put another way, 19% of traded stocks are less volatile than Sotherly, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Sotherly Hotels is expected to generate 2.46 times more return on investment than the market. However, the company is 2.46 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.09 per unit of risk.

Sotherly Hotels Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Sotherly Hotels' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sotherly Hotels Series, and traders can use it to determine the average amount a Sotherly Hotels' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0203

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Estimated Market Risk

 2.2
  actual daily
19
81% of assets are more volatile

Expected Return

 0.04
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.02
  actual daily
1
99% of assets perform better
Based on monthly moving average Sotherly Hotels is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sotherly Hotels by adding it to a well-diversified portfolio.

Sotherly Hotels Fundamentals Growth

Sotherly Stock prices reflect investors' perceptions of the future prospects and financial health of Sotherly Hotels, and Sotherly Hotels fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sotherly Stock performance.

About Sotherly Hotels Performance

By analyzing Sotherly Hotels' fundamental ratios, stakeholders can gain valuable insights into Sotherly Hotels' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sotherly Hotels has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sotherly Hotels has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 20.63  19.60 
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.06  0.05 
Return On Assets 0.01  0.01 
Return On Equity 0.09  0.10 

Things to note about Sotherly Hotels Series performance evaluation

Checking the ongoing alerts about Sotherly Hotels for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sotherly Hotels Series help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Sotherly Hotels Series has accumulated 317.53 M in total debt with debt to equity ratio (D/E) of 7.56, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Sotherly Hotels Series has a current ratio of 0.76, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Note, when we think about Sotherly Hotels' use of debt, we should always consider it together with its cash and equity.
Latest headline from news.google.com: Sotherly Hotels Shares Down 1 percent Heres What Happened - Defense World
Evaluating Sotherly Hotels' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sotherly Hotels' stock performance include:
  • Analyzing Sotherly Hotels' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sotherly Hotels' stock is overvalued or undervalued compared to its peers.
  • Examining Sotherly Hotels' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Sotherly Hotels' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sotherly Hotels' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Sotherly Hotels' stock. These opinions can provide insight into Sotherly Hotels' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Sotherly Hotels' stock performance is not an exact science, and many factors can impact Sotherly Hotels' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Sotherly Stock analysis

When running Sotherly Hotels' price analysis, check to measure Sotherly Hotels' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sotherly Hotels is operating at the current time. Most of Sotherly Hotels' value examination focuses on studying past and present price action to predict the probability of Sotherly Hotels' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sotherly Hotels' price. Additionally, you may evaluate how the addition of Sotherly Hotels to your portfolios can decrease your overall portfolio volatility.
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