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Upturn AI SWOT - About
SOHOB 
Sotherly Hotels Inc Series B Pref (SOHOB)
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Upturn Advisory Summary
03/26/2025: SOHOB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -13.2% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/26/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 76.67M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 903 | Beta 1.53 | 52 Weeks Range 15.28 - 18.86 | Updated Date 04/1/2025 |
52 Weeks Range 15.28 - 18.86 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 11.56% | Basic EPS (TTM) -1.66 |
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 - |
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 770299200 | Price to Sales(TTM) 0.42 |
Enterprise Value 770299200 | Price to Sales(TTM) 0.42 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 15782522 |
Shares Outstanding - | Shares Floating 15782522 | ||
Percent Insiders - | Percent Institutions 5.87 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sotherly Hotels Inc Series B Pref
Company Overview
History and Background
Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on full-service hotels primarily in the Southern United States. The Series B preferred stock represents a specific class of equity with preferential dividend rights. The company was formed in 2004.
Core Business Areas
- Hotel Ownership: Owns and operates a portfolio of full-service hotels.
- Hotel Management: Manages hotels under franchise agreements with major brands.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is typical of a REIT, with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Hotel Rooms: Sotherly Hotels generates revenue through the rental of hotel rooms in its owned and managed properties. Market share is fragmented across the Southern US hotel market. Competitors include large hotel chains and other independent hotels.
- Food and Beverage: Sotherly Hotels also generates revenue from food and beverage sales within its hotels. Competitors include local restaurants and other hotel food services.
- Meeting and Event Spaces: Rental of meeting and event spaces. Competitors include hotels and venues that host events.
Market Dynamics
Industry Overview
The hotel industry is cyclical and highly competitive, influenced by economic conditions, travel trends, and consumer spending. Demand fluctuates based on seasonality and events.
Positioning
Sotherly Hotels focuses on the full-service segment in the Southern US. Its competitive advantage lies in its regional focus and brand affiliation.
Total Addressable Market (TAM)
The TAM for the hotel industry in the Southern US is estimated to be in the billions of dollars. Sotherly is a smaller player focused on mid-sized full-service segment.
Upturn SWOT Analysis
Strengths
- Strong regional focus in the Southern US
- Brand affiliations with major hotel chains
- Experienced management team
- Full-service hotel offerings
Weaknesses
- Limited geographic diversification
- Susceptibility to economic downturns
- High operating costs associated with full-service hotels
- Dependence on travel and tourism
Opportunities
- Expansion into new markets within the Southern US
- Increased focus on eco-friendly and sustainable practices
- Leveraging technology to improve guest experience and operational efficiency
- Capitalizing on growing demand for experiential travel
Threats
- Economic recessions and downturns in travel spending
- Increased competition from online travel agencies (OTAs) and alternative accommodations
- Natural disasters and weather-related events
- Rising labor costs and inflation
Competitors and Market Share
Key Competitors
- MAR (Marriott International)
- HLT (Hilton Worldwide Holdings)
- BST (Braemar Hotels & Resorts Inc.)
Competitive Landscape
Sotherly Hotels faces stiff competition from larger, more established hotel chains. Its regional focus provides a niche, but it needs to differentiate itself through service and unique offerings.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth has been dependent on acquisitions and organic revenue growth in existing properties. Performance fluctuates with economic cycles.
Future Projections: Future growth is expected to come from continued expansion in the Southern US and improvements in operational efficiency. Analyst estimates vary based on market conditions.
Recent Initiatives: Recent initiatives may include property renovations, acquisitions, and cost-cutting measures.
Summary
Sotherly Hotels Inc Series B Pref represents a specific class of equity tied to Sotherly Hotels' performance. As a smaller player in the fragmented hotel market, its focused strategy and brand affiliations are strengths. However, vulnerabilities to economic downturns and limited diversification must be considered. Future growth hinges on strategic expansion and operational efficiency. The stock's value is primarily driven by its fixed dividend rate, making it suitable for income-seeking investors.
Similar Companies
APLE
Apple Hospitality REIT Inc
APLE
Apple Hospitality REIT Inc
DRH
Diamondrock Hospitality Company
DRH
Diamondrock Hospitality Company
HLT
Hilton Worldwide Holdings Inc
HLT
Hilton Worldwide Holdings Inc
MAR
Marriott International Inc
MAR
Marriott International Inc
SHO
Sunstone Hotel Investors Inc
SHO
Sunstone Hotel Investors Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news outlets
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share estimates are approximate and may vary based on source and methodology.
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 Series B Pref
Exchange NASDAQ | Headquaters Williamsburg, VA, United States | ||
IPO Launch date 2016-08-29 | 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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