Is Sotherly Hotels Stock a Good Investment?
Sotherly Hotels Investment Advice | SOHO |
- Examine Sotherly Hotels' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Sotherly Hotels' leadership team and their track record. Good management can help Sotherly Hotels navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Hotel & Resort REITs space and any emerging trends that could impact Sotherly Hotels' business and its evolving consumer preferences.
- Compare Sotherly Hotels' performance and market position to its competitors. Analyze how Sotherly Hotels is positioned in terms of product offerings, innovation, and market share.
- Check if Sotherly Hotels pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Sotherly Hotels' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Sotherly Hotels stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Sotherly Hotels is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Extremely Dangerous | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Sotherly Hotels Stock
Researching Sotherly Hotels' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 14.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.39. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Sotherly Hotels recorded a loss per share of 0.33. The entity last dividend was issued on the 30th of May 2024.
To determine if Sotherly Hotels is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Sotherly Hotels' research are outlined below:
| Sotherly Hotels generated a negative expected return over the last 90 days | |
| Sotherly Hotels has some characteristics of a very speculative penny stock | |
| Sotherly Hotels has high historical volatility and very poor performance | |
| Sotherly Hotels currently holds 317.53 M in liabilities with Debt to Equity (D/E) ratio of 7.56, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Sotherly Hotels has a current ratio of 0.76, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Sotherly Hotels' use of debt, we should always consider it together with its cash and equity. | |
| Sotherly Hotels has a strong financial position based on the latest SEC filings | |
| About 14.0% of Sotherly Hotels outstanding shares are owned by corporate insiders | |
| Latest headline from thelincolnianonline.com: Short Interest in Sotherly Hotels Inc. Decreases By 83.3 |
Sotherly Hotels uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Sotherly Hotels. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Sotherly Hotels' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 6th of March 2024 Upcoming Quarterly Report | View | |
| 9th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Sotherly Hotels' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Sotherly Hotels' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2018-02-27 | 2017-12-31 | -0.08 | -0.09 | -0.01 | 12 | ||
2015-05-12 | 2015-03-31 | 0.06 | 0.05 | -0.01 | 16 | ||
2010-02-23 | 2009-12-31 | -0.09 | -0.1 | -0.01 | 11 | ||
2006-05-10 | 2006-03-31 | 0.01 | 0.02 | 0.01 | 100 | ||
2010-11-09 | 2010-09-30 | -0.09 | -0.11 | -0.02 | 22 | ||
2018-11-06 | 2018-09-30 | -0.2 | -0.23 | -0.03 | 15 | ||
2018-05-08 | 2018-03-31 | 0.01 | -0.02 | -0.03 | 300 | ||
2008-05-06 | 2008-03-31 | -0.04 | -0.07 | -0.03 | 75 |
Know Sotherly Hotels' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sotherly Hotels is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sotherly Hotels backward and forwards among themselves. Sotherly Hotels' institutional investor refers to the entity that pools money to purchase Sotherly Hotels' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 69.4 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 46.8 K | Stony Point Wealth Management Inc. | 2024-09-30 | 31.7 K | Northern Trust Corp | 2024-09-30 | 29.3 K | Cambridge Invest Research Advisors, Inc. | 2024-09-30 | 25.7 K | Citadel Advisors Llc | 2024-09-30 | 24.4 K | State Street Corp | 2024-06-30 | 17.9 K | Raymond James & Associates | 2024-09-30 | 16.6 K | Blackrock Inc | 2024-06-30 | 6.7 K | Gator Capital Management, Llc | 2024-09-30 | 954.8 K | Vanguard Group Inc | 2024-09-30 | 688 K |
Sotherly Hotels' market capitalization trends
The company currently falls under 'Micro-Cap' category with a current market capitalization of 38.89 M.Market Cap |
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Sotherly Hotels' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.08 | 0.08 |
Determining Sotherly Hotels' profitability involves analyzing its financial statements and using various financial metrics to determine if Sotherly Hotels is a good buy. For example, gross profit margin measures Sotherly Hotels' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Sotherly Hotels' profitability and make more informed investment decisions.
Evaluate Sotherly Hotels' management efficiency
Sotherly Hotels has return on total asset (ROA) of 0.0313 % which means that it generated a profit of $0.0313 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0322 %, meaning that it created $0.0322 on every $100 dollars invested by stockholders. Sotherly Hotels' management efficiency ratios could be used to measure how well Sotherly Hotels manages its routine affairs as well as how well it operates its assets and liabilities. As of the 1st of December 2024, Return On Tangible Assets is likely to grow to 0.01. Also, Return On Capital Employed is likely to grow to 0.05. At this time, Sotherly Hotels' Non Current Assets Total are very stable compared to the past year. As of the 1st of December 2024, Intangible Assets is likely to grow to about 3 M, while Total Assets are likely to drop about 279.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 2.54 | 2.41 | |
| Tangible Book Value Per Share | 2.54 | 2.41 | |
| Enterprise Value Over EBITDA | 8.89 | 13.43 | |
| Price Book Value Ratio | 0.57 | 0.60 | |
| Enterprise Value Multiple | 8.89 | 13.43 | |
| Price Fair Value | 0.57 | 0.60 | |
| Enterprise Value | 328.5 M | 168.7 M |
Examining the leadership quality of Sotherly Hotels offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Beta 1.686 |
Basic technical analysis of Sotherly Stock
As of the 1st of December, Sotherly Hotels has the Risk Adjusted Performance of (0.05), variance of 24.23, and Coefficient Of Variation of (1,253). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Sotherly Hotels, as well as the relationship between them.Sotherly Hotels' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Sotherly Hotels insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sotherly Hotels' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Sotherly Hotels insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Andrew Sims over a month ago Disposition of 5692 shares by Andrew Sims of Sotherly Hotels at 6.755 subject to Rule 16b-3 | ||
Scott Kucinski over two months ago Discretionary transaction by Scott Kucinski of tradable shares of Sotherly Hotels subject to Rule 16b-3 | ||
Zinni Anthony C over three months ago Acquisition by Zinni Anthony C of 3000 shares of Sotherly Hotels subject to Rule 16b-3 | ||
Anthony Domalski over six months ago Acquisition by Anthony Domalski of 9608 shares of Sotherly Hotels subject to Rule 16b-3 | ||
Edward Stein over six months ago Acquisition by Edward Stein of 750 shares of Sotherly Hotels subject to Rule 16b-3 |
Sotherly Hotels' Outstanding Corporate Bonds
Sotherly Hotels issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sotherly Hotels uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sotherly bonds can be classified according to their maturity, which is the date when Sotherly Hotels has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| US83600GAA22 Corp BondUS83600GAA22 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Understand Sotherly Hotels' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Sotherly Hotels' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.47) | |||
| Mean Deviation | 3.19 | |||
| Coefficient Of Variation | (1,253) | |||
| Standard Deviation | 4.92 | |||
| Variance | 24.23 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.51) | |||
| Total Risk Alpha | (1.22) | |||
| Treynor Ratio | (0.48) | |||
| Maximum Drawdown | 33.63 | |||
| Value At Risk | (7.91) | |||
| Potential Upside | 9.38 | |||
| Skewness | 1.31 | |||
| Kurtosis | 4.89 |
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.47) | |||
| Mean Deviation | 3.19 | |||
| Coefficient Of Variation | (1,253) | |||
| Standard Deviation | 4.92 | |||
| Variance | 24.23 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.51) | |||
| Total Risk Alpha | (1.22) | |||
| Treynor Ratio | (0.48) | |||
| Maximum Drawdown | 33.63 | |||
| Value At Risk | (7.91) | |||
| Potential Upside | 9.38 | |||
| Skewness | 1.31 | |||
| Kurtosis | 4.89 |
Consider Sotherly Hotels' intraday indicators
Sotherly Hotels intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sotherly Hotels stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Sotherly Hotels time-series forecasting models is one of many Sotherly Hotels' stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Sotherly Hotels' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Sotherly Stock media impact
Far too much social signal, news, headlines, and media speculation about Sotherly Hotels that are available to investors today. That information is available publicly through Sotherly media outlets and privately through word of mouth or via Sotherly internal channels. However, regardless of the origin, that massive amount of Sotherly data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Sotherly Hotels news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Sotherly Hotels relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Sotherly Hotels' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Sotherly Hotels alpha.
Sotherly Hotels Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Sotherly Hotels can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Sotherly Hotels Corporate Management
| Anthony CPA | Secretary VP | Profile | |
| Scott Kucinski | VP of Operations and Investor Relations | Profile | |
| Ashley Kirkland | Corporate Officer | Profile | |
| Lindsay Newport | VP Marketing | Profile | |
| David CPA | Corporate Controller | Profile | |
| Teresa Moran | Accounting Manager | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sotherly Hotels. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. To learn how to invest in Sotherly Stock, please use our How to Invest in Sotherly Hotels guide.You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
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.
In summary, please note that there is a difference between Sotherly Hotels' value and its price, as these two are different measures arrived at by various 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.