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Upturn AI SWOT - About
SOHO 
Sotherly Hotels Inc (SOHO)
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Upturn Advisory Summary
03/26/2025: SOHO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -36.56% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/26/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 27.64M USD | Price to earnings Ratio - | 1Y Target Price 1 |
Price to earnings Ratio - | 1Y Target Price 1 | ||
Volume (30-day avg) 20711 | Beta 1.53 | 52 Weeks Range 0.65 - 1.54 | Updated Date 04/1/2025 |
52 Weeks Range 0.65 - 1.54 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.36 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-04 | When Before Market | Estimate - | Actual -0.156 |
Profitability
Profit Margin 0.72% | Operating Margin (TTM) 8.91% |
Management Effectiveness
Return on Assets (TTM) 3.19% | Return on Equity (TTM) 2.64% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 347768960 | Price to Sales(TTM) 0.15 |
Enterprise Value 347768960 | Price to Sales(TTM) 0.15 | ||
Enterprise Value to Revenue 1.91 | Enterprise Value to EBITDA 8.36 | Shares Outstanding 19849200 | Shares Floating 15782522 |
Shares Outstanding 19849200 | Shares Floating 15782522 | ||
Percent Insiders 15.14 | Percent Institutions 32.49 |
Analyst Ratings
Rating 3 | Target Price 1.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sotherly Hotels Inc
Company Overview
History and Background
Sotherly Hotels Inc. (formerly known as Jameson Inns, Inc.) was founded in 1985. Initially focused on limited-service hotels, it transitioned to upscale, full-service properties. It rebranded as Sotherly Hotels Inc. in 2010, reflecting its focus on higher-end hotels primarily in the Southern United States.
Core Business Areas
- Hotel Ownership: Owns and operates a portfolio of full-service hotels located primarily in the Southern United States.
- Hotel Management: Provides management services to hotel properties, including sales, marketing, and operational oversight.
Leadership and Structure
Dave Folsom serves as the President and Chief Executive Officer. The company operates with a typical corporate structure, including a board of directors and executive management team overseeing various departments.
Top Products and Market Share
Key Offerings
- Upscale Full-Service Hotels: Owns and operates upscale, full-service hotels, primarily under flags of major brands. This includes independent brands like The Georgian Terrace Hotel. Competitors include Marriott, Hilton, and Hyatt hotels. Market share data unavailable at the current time due to fragmented local hotel market.
- Hotel Management Services: Provides comprehensive hotel management services to third-party owners. Competitors include Aimbridge Hospitality, and Interstate Hotels & Resorts. Revenue and market share data are not publicly disclosed for this specific segment.
Market Dynamics
Industry Overview
The hotel industry is currently experiencing a recovery from the impact of the COVID-19 pandemic, with leisure travel leading the recovery. Business travel is gradually increasing, but remains below pre-pandemic levels. Factors like interest rates, economic growth, and consumer confidence heavily influence performance.
Positioning
Sotherly Hotels focuses on upscale, full-service properties in the Southern United States. Its competitive advantage lies in its regional focus and expertise in managing and operating these types of hotels.
Total Addressable Market (TAM)
The global hotel market is expected to reach trillions of USD in the coming years. Sotherly focuses on the upscale, full-service segment within the Southern US. Their TAM is a fraction of the global total but represents a sizable opportunity for growth within their niche.
Upturn SWOT Analysis
Strengths
- Strong presence in the Southern US market
- Focus on upscale, full-service properties
- Experienced management team
- Partnerships with major hotel brands
Weaknesses
- Relatively small size compared to major hotel chains
- High debt load
- Concentrated geographic focus
- Sensitivity to economic cycles
Opportunities
- Expanding management services to third-party owners
- Acquiring additional properties in the Southern US
- Capitalizing on the recovery in the hotel industry
- Renovating and repositioning existing properties
Threats
- Economic downturn impacting travel demand
- Increased competition from larger hotel chains
- Rising interest rates increasing borrowing costs
- Geopolitical instability impacting travel.
Competitors and Market Share
Key Competitors
- Marriott International (MAR)
- Hilton Worldwide Holdings (HLT)
- Hyatt Hotels Corporation (H)
- Pebblebrook Hotel Trust (PEB)
Competitive Landscape
Sotherly Hotels operates in a highly competitive environment. Advantages include its regional focus and expertise in managing upscale hotels. Disadvantages include its smaller size and limited geographic diversification compared to larger chains.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by acquisitions, renovations, and organic growth in occupancy rates and average daily rates. Growth rates have been cyclical, influenced by broader economic trends and the specific performance of their Southern US markets.
Future Projections: Future projections are unavailable. Analyst estimates vary depending on economic outlook and company-specific factors. Check recent earning reports for this information.
Recent Initiatives: Recent initiatives are unavailable. Typically include property renovations, acquisitions, and efforts to improve operational efficiency and enhance guest experience. Check recent earning reports for this information.
Summary
Sotherly Hotels is a smaller player in the hotel industry, concentrated in the Southern US. While they focus on upscale properties and management services, their smaller size and potential debt load present challenges. Their regional focus provides expertise, but diversification would be beneficial. Success hinges on effective management, market recovery, and strategic acquisitions to compete against the larger, more diversified hotel chains.
Similar Companies
- MAR
- HLT
- H
- PEB
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Financial News Sources
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sotherly Hotels Inc
Exchange NASDAQ | Headquaters Williamsburg, VA, United States | ||
IPO Launch date 2004-12-17 | President, CEO & Director Mr. David R. Folsom | ||
Sector Real Estate | Industry REIT - Hotel & Motel | Full time employees - | Website https://www.sotherlyhotels.com |
Full time employees - | Website https://www.sotherlyhotels.com | ||
Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on the acquisition, renovation, upbranding and repositioning of upscale to upper-upscale full-service hotels in the Southern United States. Sotherly may also opportunistically acquire hotels throughout the United States. Currently, the Company's portfolio consists of investments in ten hotel properties, comprising 2,786 rooms, as well as interests in two condominium hotels and their associated rental programs. The Company owns hotels that operate under the Hilton Worldwide and Hyatt Hotels Corporation brands, as well as independent hotels. Sotherly Hotels Inc. was organized in 2004 and is headquartered in Williamsburg, Virginia.
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