SOTHERLY HOTELS INC - SOHO 7 7/8 PERP (SOHOO) Stock Fundamental Analysis

USA • Nasdaq • NASDAQ:SOHOO • US83600C4006

18.53 USD
-0.07 (-0.38%)
Last: Feb 5, 2026, 08:00 PM
Fundamental Rating

1

SOHOO gets a fundamental rating of 1 out of 10. The analysis compared the fundamentals against 124 industry peers in the Diversified REITs industry. SOHOO may be in some trouble as it scores bad on both profitability and health. SOHOO is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • In the past year SOHOO was profitable.
  • SOHOO had a positive operating cash flow in the past year.
  • In the past 5 years SOHOO reported 4 times negative net income.
  • SOHOO had a positive operating cash flow in 4 of the past 5 years.
SOHOO Yearly Net Income VS EBIT VS OCF VS FCFSOHOO Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20M -20M -40M -60M

1.2 Ratios

  • The Return On Assets of SOHOO (-2.00%) is worse than 73.39% of its industry peers.
  • SOHOO's Return On Equity of -22.43% is on the low side compared to the rest of the industry. SOHOO is outperformed by 88.71% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 4.04%, SOHOO is in the better half of the industry, outperforming 75.81% of the companies in the same industry.
  • SOHOO had an Average Return On Invested Capital over the past 3 years of 4.87%. This is in line with the industry average of 3.05%.
Industry RankSector Rank
ROA -2%
ROE -22.43%
ROIC 4.04%
ROA(3y)1.17%
ROA(5y)-3.28%
ROE(3y)8.03%
ROE(5y)-49.89%
ROIC(3y)4.87%
ROIC(5y)N/A
SOHOO Yearly ROA, ROE, ROICSOHOO Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -50 -100 -150

1.3 Margins

  • SOHOO has a Operating Margin of 9.56%. This is in the lower half of the industry: SOHOO underperforms 72.58% of its industry peers.
  • SOHOO's Operating Margin has improved in the last couple of years.
  • The Gross Margin of SOHOO (65.33%) is comparable to the rest of the industry.
  • In the last couple of years the Gross Margin of SOHOO has remained more or less at the same level.
Industry RankSector Rank
OM 9.56%
PM (TTM) N/A
GM 65.33%
OM growth 3Y53.55%
OM growth 5Y2.65%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.8%
GM growth 5Y0.83%
SOHOO Yearly Profit, Operating, Gross MarginsSOHOO Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50 -50

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ROAROEROICOperating and Profit MarginShow most profitable peers

0

2. Health

2.1 Basic Checks

  • SOHOO has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • Compared to 1 year ago, SOHOO has more shares outstanding
  • SOHOO has more shares outstanding than it did 5 years ago.
  • SOHOO has a worse debt/assets ratio than last year.
SOHOO Yearly Shares OutstandingSOHOO Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 5M 10M 15M
SOHOO Yearly Total Debt VS Total AssetsSOHOO Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M

2.2 Solvency

  • SOHOO has an Altman-Z score of 0.69. This is a bad value and indicates that SOHOO is not financially healthy and even has some risk of bankruptcy.
  • The Altman-Z score of SOHOO (0.69) is comparable to the rest of the industry.
  • SOHOO has a Debt/Equity ratio of 9.38. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 9.38, SOHOO is not doing good in the industry: 92.74% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 9.38
Debt/FCF N/A
Altman-Z 0.69
ROIC/WACC0.53
WACC7.66%
SOHOO Yearly LT Debt VS Equity VS FCFSOHOO Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 100M 200M 300M

2.3 Liquidity

  • SOHOO has a Current Ratio of 0.73. This is a bad value and indicates that SOHOO is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.73, SOHOO is doing worse than 64.52% of the companies in the same industry.
  • A Quick Ratio of 0.73 indicates that SOHOO may have some problems paying its short term obligations.
  • SOHOO has a worse Quick ratio (0.73) than 62.10% of its industry peers.
Industry RankSector Rank
Current Ratio 0.73
Quick Ratio 0.73
SOHOO Yearly Current Assets VS Current LiabilitesSOHOO Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

0

3. Growth

3.1 Past

  • The earnings per share for SOHOO have decreased strongly by -14.08% in the last year.
  • The Revenue has decreased by -0.57% in the past year.
  • Measured over the past years, SOHOO shows a decrease in Revenue. The Revenue has been decreasing by -0.42% on average per year.
EPS 1Y (TTM)-14.08%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-27.3%
Revenue 1Y (TTM)-0.57%
Revenue growth 3Y12.54%
Revenue growth 5Y-0.42%
Sales Q2Q%-6.6%

3.2 Future

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year0.7%
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
SOHOO Yearly Revenue VS EstimatesSOHOO Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M
SOHOO Yearly EPS VS EstimatesSOHOO Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2023 2024 0 -1 -2 -3 -4

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Find the best growth stocksShow best growing peers

1

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 30.38, the valuation of SOHOO can be described as expensive.
  • Based on the Price/Earnings ratio, SOHOO is valued a bit cheaper than the industry average as 64.52% of the companies are valued more expensively.
  • Compared to an average S&P500 Price/Earnings ratio of 27.67, SOHOO is valued at the same level.
Industry RankSector Rank
PE 30.38
Fwd PE N/A
SOHOO Price Earnings VS Forward Price EarningsSOHOO Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SOHOO is valued expensively inside the industry as 80.65% of the companies are valued cheaper.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 19.42
SOHOO Per share dataSOHOO EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 4 6 8

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 7.93%, SOHOO is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 6.98, SOHOO pays a bit more dividend than its industry peers.
  • SOHOO's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 7.93%

5.2 History

  • The dividend of SOHOO decreases each year by -17.41%.
  • SOHOO has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)-17.41%
Div Incr Years0
Div Non Decr Years0
SOHOO Yearly Dividends per shareSOHOO Yearly Dividends per shareYearly Dividends per share 2017 2018 2019 2023 2024 2025 0.5 1 1.5 2

5.3 Sustainability

  • The earnings of SOHOO are negative and hence is the payout ratio. SOHOO will probably not be able to sustain this dividend level.
DP-72.58%
EPS Next 2YN/A
EPS Next 3YN/A
SOHOO Yearly Income VS Free CF VS DividendSOHOO Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20M -20M -40M -60M

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Find the best dividend stocksShow peers with best dividend

SOTHERLY HOTELS INC - SOHO 7 7/8 PERP

NASDAQ:SOHOO (2/5/2026, 8:00:02 PM)

18.53

-0.07 (-0.38%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)11-13
Earnings (Next)02-26
Inst Owners27.3%
Inst Owner ChangeN/A
Ins Owners25.19%
Ins Owner ChangeN/A
Market Cap379.68M
Revenue(TTM)179.07M
Net Income(TTM)-8.24M
Analysts43.33
Price Target8.41 (-54.61%)
Short Float %0.07%
Short Ratio1.17
Dividend
Industry RankSector Rank
Dividend Yield 7.93%
Yearly Dividend0.4
Dividend Growth(5Y)-17.41%
DP-72.58%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)1.66%
PT rev (3m)2.13%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
Industry RankSector Rank
PE 30.38
Fwd PE N/A
P/S 2.12
P/FCF N/A
P/OCF 26.68
P/B 10.33
P/tB 10.33
EV/EBITDA 19.42
EPS(TTM)0.61
EY3.29%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)-0.09
FCFYN/A
OCF(TTM)0.69
OCFY3.75%
SpS8.74
BVpS1.79
TBVpS1.79
PEG (NY)N/A
PEG (5Y)N/A
Graham Number4.96
Profitability
Industry RankSector Rank
ROA -2%
ROE -22.43%
ROCE 4.49%
ROIC 4.04%
ROICexc 4.14%
ROICexgc 4.14%
OM 9.56%
PM (TTM) N/A
GM 65.33%
FCFM N/A
ROA(3y)1.17%
ROA(5y)-3.28%
ROE(3y)8.03%
ROE(5y)-49.89%
ROIC(3y)4.87%
ROIC(5y)N/A
ROICexc(3y)5.08%
ROICexc(5y)N/A
ROICexgc(3y)5.08%
ROICexgc(5y)N/A
ROCE(3y)5.41%
ROCE(5y)N/A
ROICexgc growth 3Y73.81%
ROICexgc growth 5Y5.38%
ROICexc growth 3Y73.81%
ROICexc growth 5Y5.38%
OM growth 3Y53.55%
OM growth 5Y2.65%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.8%
GM growth 5Y0.83%
F-Score3
Asset Turnover0.44
Health
Industry RankSector Rank
Debt/Equity 9.38
Debt/FCF N/A
Debt/EBITDA 9.34
Cap/Depr 81.41%
Cap/Sales 8.98%
Interest Coverage 0.88
Cash Conversion 38.59%
Profit Quality N/A
Current Ratio 0.73
Quick Ratio 0.73
Altman-Z 0.69
F-Score3
WACC7.66%
ROIC/WACC0.53
Cap/Depr(3y)53.94%
Cap/Depr(5y)39.6%
Cap/Sales(3y)5.85%
Cap/Sales(5y)5.13%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-14.08%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-27.3%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-0.57%
Revenue growth 3Y12.54%
Revenue growth 5Y-0.42%
Sales Q2Q%-6.6%
Revenue Next Year0.7%
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-17.22%
EBIT growth 3Y72.81%
EBIT growth 5Y2.22%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-115.82%
FCF growth 3YN/A
FCF growth 5Y26.65%
OCF growth 1Y-32.03%
OCF growth 3Y123.47%
OCF growth 5Y2.88%

SOTHERLY HOTELS INC - SOHO 7 7/8 PERP / SOHOO FAQ

Can you provide the ChartMill fundamental rating for SOTHERLY HOTELS INC - SOHO 7 7/8 PERP?

ChartMill assigns a fundamental rating of 1 / 10 to SOHOO.


Can you provide the valuation status for SOTHERLY HOTELS INC - SOHO 7 7/8 PERP?

ChartMill assigns a valuation rating of 1 / 10 to SOTHERLY HOTELS INC - SOHO 7 7/8 PERP (SOHOO). This can be considered as Overvalued.


How profitable is SOTHERLY HOTELS INC - SOHO 7 7/8 PERP (SOHOO) stock?

SOTHERLY HOTELS INC - SOHO 7 7/8 PERP (SOHOO) has a profitability rating of 3 / 10.


What is the valuation of SOTHERLY HOTELS INC - SOHO 7 7/8 PERP based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SOTHERLY HOTELS INC - SOHO 7 7/8 PERP (SOHOO) is 30.38 and the Price/Book (PB) ratio is 10.33.