Sotherly Hotels Stock Five Year Return
| SOHO Stock | USD 0.90 0.02 2.17% |
Sotherly Hotels fundamentals help investors to digest information that contributes to Sotherly Hotels' financial success or failures. It also enables traders to predict the movement of Sotherly Stock. The fundamental analysis module provides a way to measure Sotherly Hotels' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sotherly Hotels stock.
Sotherly | Five Year Return |
Sotherly Hotels Company Five Year Return Analysis
Sotherly Hotels' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Sotherly Hotels Five Year Return | 7.88 % |
Most of Sotherly Hotels' fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sotherly Hotels is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Sotherly Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Sotherly Hotels is extremely important. It helps to project a fair market value of Sotherly Stock properly, considering its historical fundamentals such as Five Year Return. Since Sotherly Hotels' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Sotherly Hotels' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Sotherly Hotels' interrelated accounts and indicators.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Sotherly Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, Sotherly Hotels has a Five Year Return of 7.88%. This is much higher than that of the Diversified REITs sector and significantly higher than that of the Real Estate industry. The five year return for all United States stocks is notably lower than that of the firm.
Sotherly Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sotherly Hotels' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Sotherly Hotels could also be used in its relative valuation, which is a method of valuing Sotherly Hotels by comparing valuation metrics of similar companies.Sotherly Hotels is currently under evaluation in five year return category among its peers.
Sotherly Hotels Current Valuation Drivers
We derive many important indicators used in calculating different scores of Sotherly Hotels from analyzing Sotherly Hotels' financial statements. These drivers represent accounts that assess Sotherly Hotels' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Sotherly Hotels' important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 92.5M | 35.8M | 32.5M | 32.2M | 28.1M | 31.1M | |
| Enterprise Value | 427.4M | 397.4M | 397.2M | 333.3M | 328.5M | 168.7M |
Sotherly Fundamentals
| Return On Equity | 0.0322 | ||||
| Return On Asset | 0.0313 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 345.6 M | ||||
| Shares Outstanding | 19.85 M | ||||
| Shares Owned By Insiders | 14.27 % | ||||
| Shares Owned By Institutions | 29.38 % | ||||
| Number Of Shares Shorted | 14.28 K | ||||
| Price To Earning | (236.80) X | ||||
| Price To Book | 0.39 X | ||||
| Price To Sales | 0.20 X | ||||
| Revenue | 173.84 M | ||||
| Gross Profit | 46.46 M | ||||
| EBITDA | 36.97 M | ||||
| Net Income | 3.94 M | ||||
| Cash And Equivalents | 23.97 M | ||||
| Cash Per Share | 1.33 X | ||||
| Total Debt | 317.53 M | ||||
| Debt To Equity | 7.56 % | ||||
| Current Ratio | 0.78 X | ||||
| Book Value Per Share | 2.31 X | ||||
| Cash Flow From Operations | 21.4 M | ||||
| Short Ratio | 0.70 X | ||||
| Earnings Per Share | (0.33) X | ||||
| Target Price | 1.5 | ||||
| Beta | 1.69 | ||||
| Market Capitalization | 38.89 M | ||||
| Total Asset | 393.44 M | ||||
| Retained Earnings | (125.02 M) | ||||
| Working Capital | 13.12 M | ||||
| Five Year Return | 7.88 % | ||||
| Net Asset | 393.44 M |
About Sotherly Hotels Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sotherly Hotels's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sotherly Hotels using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sotherly Hotels based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Sotherly Hotels
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Sotherly Hotels position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Sotherly Hotels will appreciate offsetting losses from the drop in the long position's value.Moving against Sotherly Stock
| 0.6 | RLJ | RLJ Lodging Trust | PairCorr |
| 0.54 | CLDT | Chatham Lodging Trust | PairCorr |
| 0.47 | LTC | LTC Properties | PairCorr |
| 0.46 | OZ | Belpointe PREP LLC | PairCorr |
| 0.41 | PK | Park Hotels Resorts Sell-off Trend | PairCorr |
The ability to find closely correlated positions to Sotherly Hotels could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sotherly Hotels when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Sotherly Hotels - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Sotherly Hotels to buy it.
The correlation of Sotherly Hotels is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Sotherly Hotels moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sotherly Hotels moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Sotherly Hotels can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Sotherly Hotels Piotroski F Score and Sotherly Hotels Altman Z Score analysis. To learn how to invest in Sotherly Stock, please use our How to Invest in Sotherly Hotels guide.You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Is Hotel & Resort REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sotherly Hotels. If investors know Sotherly will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sotherly Hotels listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.19) | Earnings Share (0.33) | Revenue Per Share 9.299 | Quarterly Revenue Growth 0.039 | Return On Assets 0.0313 |
The market value of Sotherly Hotels is measured differently than its book value, which is the value of Sotherly that is recorded on the company's balance sheet. Investors also form their own opinion of Sotherly Hotels' value that differs from its market value or its book value, called intrinsic value, which is Sotherly Hotels' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sotherly Hotels' market value can be influenced by many factors that don't directly affect Sotherly Hotels' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sotherly Hotels' value and its price as these two are different measures arrived at by different means. Investors typically determine if Sotherly Hotels is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sotherly Hotels' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.