Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.058
Neutral
RSI(14)
63.959
Neutral
STOCH(KDJ)(9,3,3)
33.693
Sell
ATR(14)
0.017
Low Volatility
CCI(14)
-244.105
Oversold
Williams %R
83.333
Oversold
TRIX(12,20)
0.358
Sell
StochRSI(14)
0.000
Sell
Sotherly Hotels Inc
SOHO2.150USD
-0.010-0.46%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
44.05MMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Sotherly Hotels Inc
Currency: USD Updated: 2025-12-19Key Insights
Sotherly Hotels Inc's fundamentals are relatively stable, and its growth potential is significant.Its valuation is considered fairly valued, ranking 132/196 in the Residential & Commercial REITs industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 1.00.In the medium term, the stock price is expected to trend up.The company has shown average stock market performance over the past month, with weak fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Sotherly Hotels Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
1
analysts
Hold
Current Rating
1.000
Target Price
-54.34%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Sotherly Hotels Inc Highlights
StrengthsRisks
Sotherly Hotels Inc. is a self-managed and self-administered lodging real estate investment trust. The Company is focused on the acquisition, renovation, up branding and repositioning of upscale to upper-upscale full-service hotels in the Southern United States. The Company conducts its business through Sotherly Hotels LP, its operating partnership (the Operating Partnership). Its portfolio consists of ten full-service, primarily upscale and upper-upscale hotels located in seven states with an aggregate of 2,786 hotel rooms, and two hotel commercial condominium units and their associated rental programs. The Company's wholly owned properties include The DeSoto; DoubleTree by Hilton Jacksonville Riverfront; DoubleTree by Hilton Laurel; DoubleTree by Hilton Philadelphia Airport; DoubleTree Resort by Hilton Hollywood Beach; Georgian Terrace; Hotel Alba Tampa, Tapestry Collection by Hilton; Hotel Ballast Wilmington, Tapestry Collection by Hilton; Hyatt Centric Arlington and The Whitehall.
Undervalued
The company’s latest PE is -5.19, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 5.86M shares, decreasing 20.24% quarter-over-quarter.
Held by James Simons
Star Investor James Simons holds 83.31K shares of this stock.
Higher Market Activity
The company has more investor interest, with a 20-day turnover ratio of 0.19.
Financial Health
Currency: USD Updated: 2025-12-19The current financial score of Sotherly Hotels Inc is 5.87, ranking 182/196 in the Residential & Commercial REITs industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 38.01M, representing a year-over-year decrease of 6.60%, while its net profit experienced a year-over-year decrease of 33.56%.
Score
Financials
5.20
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
6.43
Operational Efficiency
5.87
Growth Potential
4.90
Shareholder Returns
6.97
Sotherly Hotels Inc's Company Valuation
Currency: USD Updated: 2025-12-19The current valuation score of Sotherly Hotels Inc is 7.66, ranking 99/196 in the Residential & Commercial REITs industry. Its current P/E ratio is -5.19, which is -482.17% below the recent high of 19.83 and -38.12% above the recent low of -7.17.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 132/196
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-19The current earnings forecast score of Sotherly Hotels Inc is 6.00, ranking 158/196 in the Residential & Commercial REITs industry. The average price target for Sotherly Hotels Inc is 1.00, with a high of 1.00 and a low of 1.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
1
analysts
Hold
Current Rating
1.000
Target Price
-54.34%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
88
Total
8
Median
9
Average
Company name
Ratings
Analysts
Sotherly Hotels Inc
SOHO
1
Digital Realty Trust Inc
DLR
30
Equinix Inc
EQIX
29
VICI Properties Inc
VICI
24
Gaming and Leisure Properties Inc
GLPI
24
American Tower Corp
AMT
23
1
2
3
...
18
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-19The current price momentum score of Sotherly Hotels Inc is 5.94, ranking 190/196 in the Residential & Commercial REITs industry. Currently, the stock price is trading between the resistance level at 2.19 and the support level at 2.13, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
2.176
Sell
MA10
2.182
Sell
MA20
2.175
Sell
MA50
1.881
Buy
MA100
1.345
Buy
MA200
1.077
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-19The current institutional shareholding score of Sotherly Hotels Inc is 3.00, ranking 157/196 in the Residential & Commercial REITs industry. The latest institutional shareholding proportion is 28.59%, representing a quarter-over-quarter decrease of 42.16%. The largest institutional shareholder is The Vanguard, holding a total of 833.06K shares, representing 4.07% of shares outstanding, with 18.59% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Rollins Capital Management, LLC
Sims (Andrew M)
Lubin (Amos B)
Gabelli Funds, LLC
Gator Capital Management, LLC
Folsom (David R)
SPC Financial, Inc.
Domalski (Anthony E)
Thompson, Davis & Co., Inc. (Asset Management)
1
2
Risk Assessment
Currency: USD Updated: 2025-12-19The current risk assessment score of Sotherly Hotels Inc is 1.26, ranking 195/196 in the Residential & Commercial REITs industry. The company's beta value is 0.70. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.70
VaR
+4.53%
240-Day Maximum Drawdown
+34.20%
240-Day Volatility
+125.57%
Return
Best Daily Return
60 days
+141.49%
120 days
+141.49%
5 years
+141.49%
Worst Daily Return
60 days
-7.05%
120 days
-8.76%
5 years
-13.79%
Sharpe Ratio
60 days
+2.12
120 days
+1.39
5 years
+0.12
Risk Assessment
Maximum Drawdown
240 days
+34.20%
3 years
+74.06%
5 years
+85.89%
Return-to-Drawdown Ratio
240 days
+3.69
3 years
-0.05
5 years
-0.12
Skewness
240 days
+13.00
3 years
+17.42
5 years
+17.22
Volatility
Realised Volatility
240 days
+125.57%
5 years
+79.46%
Standardised True Range
240 days
+2.63%
5 years
+4.18%
Downside Risk-Adjusted Return
120 days
+1011.81%
240 days
+1011.81%
Maximum Daily Upside Volatility
60 days
+289.33%
Maximum Daily Downside Volatility
60 days
+284.62%
Liquidity
Average Turnover Rate
60 days
+0.21%
120 days
+0.21%
5 years
--
Turnover Deviation
20 days
+19.15%
60 days
-20.71%
120 days
-21.51%
Peer Comparison
Residential & Commercial REITs
Sotherly Hotels Inc
SOHO
5.43 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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GLPI
8.83 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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RHP
8.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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DRH
8.63 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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CTRE
8.61 /10
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Risk Assessment
Host Hotels & Resorts Inc
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8.46 /10
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FAQs
How does TradingKey generate the Stock Score of Sotherly Hotels Inc?
The TradingKey Stock Score provides a comprehensive assessment of Sotherly Hotels Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Sotherly Hotels Inc’s performance and outlook.
How do we generate the financial health score of Sotherly Hotels Inc?
To generate the financial health score of Sotherly Hotels Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Sotherly Hotels Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Sotherly Hotels Inc.
How do we generate the company valuation score of Sotherly Hotels Inc?
To generate the company valuation score of Sotherly Hotels Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Sotherly Hotels Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Sotherly Hotels Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Sotherly Hotels Inc.
How do we generate the earnings forecast score of Sotherly Hotels Inc?
To calculate the earnings forecast score of Sotherly Hotels Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Sotherly Hotels Inc’s future.
How do we generate the price momentum score of Sotherly Hotels Inc?
When generating the price momentum score for Sotherly Hotels Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Sotherly Hotels Inc’s prices. A higher score indicates a more stable short-term price trend for Sotherly Hotels Inc.
How do we generate the institutional confidence score of Sotherly Hotels Inc?
To generate the institutional confidence score of Sotherly Hotels Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Sotherly Hotels Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Sotherly Hotels Inc.
How do we generate the risk management score of Sotherly Hotels Inc?
To assess the risk management score of Sotherly Hotels Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Sotherly Hotels Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Sotherly Hotels Inc.
