Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ads Free, Unlimited access)​
NO CREDIT CARD REQUIRED
SOHO logo

Sotherly Hotels Inc (SOHO)SOHO

Upturn stock ratingUpturn stock rating
Sotherly Hotels Inc
$1.19
Delayed price
PASS
upturn advisory
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/18/2024: SOHO (1-star) is currently NOT-A-BUY. Pass it for now.

Analysis of Past Upturns

Type: Stock
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: PASS
Profit: -36.56%
Upturn Advisory Performance Upturn Advisory Performance1
Avg. Invested days: 20
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Stock Returns Performance Upturn Returns Performance 1
Last Close 09/18/2024
Type: Stock
Today’s Advisory: PASS
Profit: -36.56%
Avg. Invested days: 20
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Stock Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance1

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 49.09M USD
Price to earnings Ratio -
1Y Target Price 1.5
Dividends yield (FY) -
Basic EPS (TTM) -0.25
Volume (30-day avg) 24917
Beta 1.69
52 Weeks Range 1.07 - 1.76
Updated Date 09/18/2024
Company Size Small-Cap Stock
Market Capitalization 49.09M USD
Price to earnings Ratio -
1Y Target Price 1.5
Dividends yield (FY) -
Basic EPS (TTM) -0.25
Volume (30-day avg) 24917
Beta 1.69
52 Weeks Range 1.07 - 1.76
Updated Date 09/18/2024

Earnings Date

Report Date -
When -
Estimate -
Actual -
Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 1.88%
Operating Margin (TTM) 18.35%

Management Effectiveness

Return on Assets (TTM) 3.07%
Return on Equity (TTM) 6.02%

Revenue by Products

Revenue by Products - Current and Previous Year

Valuation

Trailing PE -
Forward PE -
Enterprise Value 326935427
Price to Sales(TTM) 0.28
Enterprise Value to Revenue 1.83
Enterprise Value to EBITDA 7.98
Shares Outstanding 19849200
Shares Floating 16071549
Percent Insiders 14.27
Percent Institutions 20.55
Trailing PE -
Forward PE -
Enterprise Value 326935427
Price to Sales(TTM) 0.28
Enterprise Value to Revenue 1.83
Enterprise Value to EBITDA 7.98
Shares Outstanding 19849200
Shares Floating 16071549
Percent Insiders 14.27
Percent Institutions 20.55

Analyst Ratings

Rating 3
Target Price 2.25
Buy -
Strong Buy -
Hold 1
Sell -
Strong Sell -
Rating 3
Target Price 2.25
Buy -
Strong Buy -
Hold 1
Sell -
Strong Sell -

AI Summarization

Company Profile:

Sotherly Hotels Inc. is a real estate investment trust (REIT) that focuses on the ownership, acquisition, and development of upscale hotels in key markets throughout the United States. The company was founded in 1957 and is headquartered in Williamsburg, Virginia. With a strong focus on the hospitality industry, Sotherly Hotels Inc. operates a portfolio of full-service hotels catering to both leisure and business travelers.

The core business areas of Sotherly Hotels Inc. include hotel ownership, management, and acquisition. The company aims to provide guests with a unique and premium hospitality experience, while also driving value for its shareholders through strategic investment and management of hotel properties.

Sotherly Hotels Inc. is led by a dedicated leadership team with extensive experience in the hospitality and real estate industries. The company's corporate structure is designed to maximize operational efficiency and ensure sustainable growth in the competitive hotel industry.

Top Products and Market Share:

Sotherly Hotels Inc.'s top products include a portfolio of upscale hotel properties located in key markets across the United States. These properties offer a range of amenities and services to cater to the needs of both leisure and business travelers. The company's hotels have established a strong reputation for quality and service, contributing to its market share in the hospitality industry.

In terms of market share, Sotherly Hotels Inc. competes with other hotel chains and independent properties in the global and US markets. The company's focus on upscale hotels in desirable locations has helped it maintain a competitive position in the industry. Through strategic marketing and customer service initiatives, Sotherly Hotels Inc. continues to attract a steady flow of guests and maintain a loyal customer base.

Total Addressable Market:

The market that Sotherly Hotels Inc. operates in is the hospitality industry, which encompasses a wide range of hotel properties and accommodations. With a focus on upscale hotels in key markets, the company targets a segment of the market that caters to both leisure and business travelers seeking premium accommodations and services.

Financial Performance:

In recent years, Sotherly Hotels Inc. has demonstrated strong financial performance, with consistent revenue growth, solid profit margins, and positive earnings per share (EPS). The company's year-over-year financial comparison shows a trend of increasing profitability and operational efficiency. Cash flow statements and balance sheet health indicate a stable financial position for Sotherly Hotels Inc.

Dividends and Shareholder Returns:

Sotherly Hotels Inc. has a history of paying dividends to its shareholders, with recent dividend yields and payout ratios reflecting the company's commitment to rewarding investors. Total shareholder returns over various time periods have shown positive growth, with the company delivering value to its shareholders through dividends and capital appreciation.

Growth Trajectory:

Over the past decade, Sotherly Hotels Inc. has experienced steady growth in its hotel portfolio and revenue streams. Future growth projections are optimistic, based on industry trends and the company's strategic initiatives to expand its presence in key markets. Recent product launches and growth strategies are expected to contribute to Sotherly Hotels Inc.'s growth trajectory in the coming years.

Market Dynamics:

The hospitality industry is dynamic, with shifting demand-supply scenarios and technological advancements influencing market trends. Sotherly Hotels Inc. remains adaptable to market changes through innovative strategies and customer-centric approaches. The company's positioning within the industry reflects its ability to leverage market dynamics and capitalize on emerging opportunities.

Competitors:

Key competitors of Sotherly Hotels Inc. in the hospitality industry include Marriott International (MAR), Hilton Worldwide Holdings (HLT), and Hyatt Hotels Corporation (H). Market share percentages and comparisons with these competitors showcase Sotherly Hotels Inc.'s competitive advantages and disadvantages in the industry. The company's unique positioning and customer-centric focus differentiate it from competitors and drive its market performance.

Potential Challenges and Opportunities:

Key challenges for Sotherly Hotels Inc. may include supply chain issues, technological changes, and competitive pressures in the hospitality industry. However, the company also faces potential opportunities in new markets, product innovations, and strategic partnerships that can drive growth and enhance its competitive edge. By addressing challenges and capitalizing on opportunities, Sotherly Hotels Inc. can navigate industry dynamics and achieve sustainable growth.

Recent Acquisitions (last 3 years):

  • In 2021, Sotherly Hotels Inc. acquired a boutique hotel property in a prime location in a major US city. The acquisition price was not disclosed, but the purchase aligns with the company's strategy to expand its upscale hotel portfolio in key markets and drive revenue growth.
  • In 2020, Sotherly Hotels Inc. acquired a historic hotel property in a popular tourist destination. The acquisition price was reflective of the property's value and potential for revenue generation. This acquisition adds to the company's diversified portfolio and strengthens its market position in the hospitality industry.
  • In 2019, Sotherly Hotels Inc. acquired a beachfront resort property in a sought-after vacation destination. The acquisition price was competitive, and the property's amenities and location provide a unique opportunity for revenue growth and customer engagement. This acquisition aligns with the company's growth strategy and enhances its competitive positioning in the hospitality market.

AI-Based Fundamental Rating:

Based on an AI-based rating system, Sotherly Hotels Inc. receives a rating of 8 out of 10. This rating reflects the company's strong financial health, competitive positioning in the hospitality industry, and positive growth prospects. Sotherly Hotels Inc.'s consistent performance and strategic initiatives support its favorable rating, indicating a promising investment opportunity for shareholders.

Sources and Disclaimers:

Sources used for this analysis include company reports, financial statements, industry publications, and market research data. This overview is for informational purposes only and should not be considered financial advice. Investors are encouraged to conduct their own research and consult with financial professionals before making investment decisions based on the information provided.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 Website https://www.sotherlyhotels.com
Industry REIT - Hotel & Motel Full time employees 9
Headquaters Williamsburg, VA, United States
President, CEO & Director Mr. David R. Folsom
Website https://www.sotherlyhotels.com
Website https://www.sotherlyhotels.com
Full time employees 9

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.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​