Sotherly Hotels Stock Buy Hold or Sell Recommendation
| SOHO Stock | USD 1.34 0.07 5.51% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Sotherly Hotels is 'Strong Hold'. Macroaxis provides Sotherly Hotels buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SOHO positions. The advice algorithm takes into account all of Sotherly Hotels' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Sotherly Hotels' buy or sell advice are summarized below:
Real Value 1.56 | Target Price 2.25 | Hype Value 1.34 | Market Value 1.34 | Naive Value 1.35 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Sotherly Hotels given historical horizon and risk tolerance towards Sotherly Hotels. When Macroaxis issues a 'buy' or 'sell' recommendation for Sotherly Hotels, the advice is generated through an automated system that utilizes algorithms and statistical models.
Sotherly |
Execute Sotherly Hotels Buy or Sell Advice
The Sotherly recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sotherly Hotels. Macroaxis does not own or have any residual interests in Sotherly Hotels or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sotherly Hotels' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Risky | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Sotherly Hotels Trading Alerts and Improvement Suggestions
| Sotherly Hotels generated a negative expected return over the last 90 days | |
| Sotherly Hotels may become a speculative penny stock | |
| The company 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. Debt can assist Sotherly Hotels until it has trouble settling it off, either with new capital or with free cash flow. So, Sotherly Hotels' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Sotherly Hotels sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Sotherly to invest in growth at high rates of return. When we think about Sotherly Hotels' use of debt, we should always consider it together with 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 nypost.com: Fiend rapes, threatens to shoot woman, 23, after following her into NYC building |
Sotherly Hotels Returns Distribution Density
The distribution of Sotherly Hotels' historical returns is an attempt to chart the uncertainty of Sotherly Hotels' future price movements. The chart of the probability distribution of Sotherly Hotels daily returns describes the distribution of returns around its average expected value. We use Sotherly Hotels price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sotherly Hotels returns is essential to provide solid investment advice for Sotherly Hotels.
| Mean Return | -0.12 | Value At Risk | -2.84 | Potential Upside | 2.99 | Standard Deviation | 1.95 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sotherly Hotels historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sotherly Stock 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 originates 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 | J.w. Cole Advisors, Inc. | 2023-12-31 | 53.6 K | Blackrock Inc | 2023-12-31 | 40.6 K | Bank Of New York Mellon Corp | 2023-12-31 | 36.4 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 29.8 K | Northern Trust Corp | 2023-12-31 | 29.5 K | Cambridge Invest Research Advisors, Inc. | 2023-12-31 | 28.2 K | Virtu Financial Llc | 2023-12-31 | 20 K | State Street Corporation | 2023-12-31 | 17.9 K | Raymond James & Associates | 2023-12-31 | 10 K | Gator Capital Management, Llc | 2023-12-31 | 954.8 K | Vanguard Group Inc | 2023-12-31 | 673.6 K |
Sotherly Hotels Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Dividends Paid | 15.0M | 4.2M | 0.0 | 2.0M | 10.0M | 10.5M | |
| Capital Expenditures | 12.7M | 4.0M | 3.2M | 8.0M | 8.2M | 12.6M | |
| End Period Cash Flow | 28.0M | 35.3M | 25.6M | 27.3M | 26.2M | 15.3M | |
| Change In Cash | (9.9M) | 7.3M | (9.7M) | 1.8M | (1.1M) | (1.1M) | |
| Free Cash Flow | 22.5M | (11.3M) | (854.3K) | (1.3M) | 13.2M | 13.9M | |
| Depreciation | 21.6M | 19.9M | 19.9M | 18.7M | 18.8M | 12.8M | |
| Other Non Cash Items | 764.8K | 548.0K | 1.0M | (31.6M) | 304.5M | 319.8M | |
| Net Income | 1.2M | (53.7M) | (28.5M) | 34.0M | 3.9M | 4.1M | |
| Change To Inventory | (162.6K) | (2.2K) | (1.6M) | 13.0B | 14.9B | 15.7B | |
| Investments | (18.7M) | (3.8M) | (2.4M) | 46.7M | (7.3M) | (7.6M) | |
| Change Receivables | (754.5K) | 2.1M | 2.7M | (1.4M) | (1.7M) | (1.6M) | |
| Net Borrowings | (31.6M) | 28.1M | (9.6M) | (20.5M) | (18.4M) | (17.5M) | |
| Change To Netincome | 2.4M | (2.8M) | 8.3M | (26.0M) | (23.4M) | (22.3M) |
Sotherly Hotels Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sotherly Hotels or Diversified REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sotherly Hotels' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sotherly stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.23 | |
β | Beta against NYSE Composite | 1.18 | |
σ | Overall volatility | 2.13 | |
Ir | Information ratio | -0.11 |
Sotherly Hotels Volatility Alert
Sotherly Hotels exhibits very low volatility with skewness of 0.52 and kurtosis of 0.49. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sotherly Hotels' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sotherly Hotels' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sotherly Hotels Fundamentals Vs Peers
Comparing Sotherly Hotels' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sotherly Hotels' direct or indirect competition across all of the common fundamentals between Sotherly Hotels and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sotherly Hotels or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sotherly Hotels' fundamental indicators could also be used in its relative valuation, which is a method of valuing Sotherly Hotels by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sotherly Hotels to competition |
| Fundamentals | Sotherly Hotels | Peer Average |
| Return On Equity | 0.0766 | -0.31 |
| Return On Asset | 0.0292 | -0.14 |
| Profit Margin | 0.02 % | (1.27) % |
| Operating Margin | 0.09 % | (5.51) % |
| Current Valuation | 426.18 M | 16.62 B |
| Shares Outstanding | 19.85 M | 571.82 M |
| Shares Owned By Insiders | 14.27 % | 10.09 % |
| Shares Owned By Institutions | 20.33 % | 39.21 % |
| Number Of Shares Shorted | 68.34 K | 4.71 M |
| Price To Earning | (236.80) X | 28.72 X |
| Price To Book | 0.51 X | 9.51 X |
| Price To Sales | 0.29 X | 11.42 X |
| Revenue | 173.84 M | 9.43 B |
| Gross Profit | 46.46 M | 27.38 B |
| EBITDA | 36.97 M | 3.9 B |
| Net Income | 3.89 M | 570.98 M |
| Cash And Equivalents | 23.97 M | 2.7 B |
| Cash Per Share | 1.33 X | 5.01 X |
| Total Debt | 317.53 M | 5.32 B |
| Debt To Equity | 7.56 % | 48.70 % |
| Current Ratio | 0.78 X | 2.16 X |
| Book Value Per Share | (2.74) X | 1.93 K |
| Cash Flow From Operations | 21.4 M | 971.22 M |
| Short Ratio | 1.48 X | 4.00 X |
| Earnings Per Share | (0.22) X | 3.12 X |
| Target Price | 2.0 | |
| Number Of Employees | 9 | 18.84 K |
| Beta | 1.62 | -0.15 |
| Market Capitalization | 50.69 M | 19.03 B |
| Total Asset | 393.44 M | 29.47 B |
| Retained Earnings | (125.02 M) | 9.33 B |
| Working Capital | 13.12 M | 1.48 B |
| Five Year Return | 7.88 % |
Note: Acquisition by Anthony Domalski of 9608 shares of Sotherly Hotels subject to Rule 16b-3 [view details]
Sotherly Hotels Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sotherly . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.06 | |||
| Day Median Price | 1.34 | |||
| Day Typical Price | 1.34 | |||
| Price Action Indicator | 0.035 | |||
| Period Momentum Indicator | 0.07 | |||
| Relative Strength Index | 47.35 |
About Sotherly Hotels Buy or Sell Advice
When is the right time to buy or sell Sotherly Hotels? Buying financial instruments such as Sotherly Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Accounts Payable | 36.0M | 24.1M | 23.3M | 13.6M | Total Current Liabilities | 40.1M | 28.2M | 25.4M | 21.5M |
Use Investing Ideas to Build Portfolios
In addition to having Sotherly Hotels in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Sotherly Hotels Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Sotherly Stock, please use our How to Invest in Sotherly Hotels guide.Note that the Sotherly Hotels information on this page should be used as a complementary analysis to other Sotherly Hotels' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Complementary Tools for Sotherly Stock analysis
When running Sotherly Hotels' price analysis, check to measure Sotherly Hotels' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sotherly Hotels is operating at the current time. Most of Sotherly Hotels' value examination focuses on studying past and present price action to predict the probability of Sotherly Hotels' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sotherly Hotels' price. Additionally, you may evaluate how the addition of Sotherly Hotels to your portfolios can decrease your overall portfolio volatility.
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Is Sotherly Hotels' industry 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 (0.88) | Earnings Share (0.22) | Revenue Per Share 9.213 | Quarterly Revenue Growth 0.015 | Return On Assets 0.0292 |
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.
Please note, there is a significant difference between Sotherly Hotels' value and its price as these two are different measures arrived at by different 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.