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SOHON

BEARISH
$15.71 Live
Sotherly Hotels Inc. · NASDAQ
$10.06 52W Range $17.73

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 20, 2026
Market cap
$68.9M
P/E
N/A
ROE
-22.3%
Profit margin
-4.4%
Debt/Equity
12.27
Dividend yield
13.12%

AI Analysis

AI-powered fundamental assessment

Confidence
90%
SOHON presents a high-risk profile characterized by a stable Piotroski F-Score (5/9) that masks severe underlying solvency issues. The company exhibits a negative book value (P/B -4.91) and extreme leverage (Debt/Equity 12.27), suggesting a precarious capital structure. With declining revenue growth (-6.10% YoY) and critical liquidity shortages (Quick Ratio 0.20), the current 13.12% dividend yield appears to be a 'dividend trap' unsupported by earnings. Despite a recent 6-month price rally, the fundamental deterioration is systemic.

Key Strengths

Stable Piotroski F-Score of 5/9
Low Price-to-Sales ratio (0.39) suggesting low valuation relative to revenue
Positive Gross Margin (24.07%)
Positive Return on Assets (2.13%)
Recent short-term price momentum (+39.1% over 6 months)

Key Risks

Negative Book Value (P/B -4.91) indicating potential insolvency or massive accumulated deficits
Extreme leverage with a Debt/Equity ratio of 12.27
Severe liquidity risk evidenced by a Quick Ratio of 0.20 and Current Ratio of 0.63
Negative revenue growth trends both YoY (-6.10%) and Q/Q (-6.60%)
Unsustainable dividend payout given negative profit margins (-4.36%)

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
26
Weak
Value
20
Future
25
Past
40
Health
15
Dividend
30
AI Verdict
High Risk / Speculative
Key drivers: Negative Equity, Extreme Leverage, Revenue Contraction, Liquidity Crisis
Confidence
90%
Value
20/100

P/B of -4.91 renders traditional value metrics like the Graham Number inapplicable.

Positives
  • Low P/S ratio
Watchpoints
  • Negative Price-to-Book ratio
  • Lack of P/E data due to lack of earnings
Future
25/100

Revenue is shrinking across multiple timeframes.

Positives
No standout positives identified.
Watchpoints
  • Negative YoY Revenue Growth
  • Negative Q/Q Revenue Growth
Past
40/100

Long-term gains are being eroded by medium-term declines.

Positives
  • Positive 5Y change (+26.9%)
Watchpoints
  • Negative 3Y change (-16.8%)
Health
15/100

Extreme leverage and poor liquidity outweigh the F-Score stability.

Positives
  • Piotroski F-Score is stable (5/9)
Watchpoints
  • Debt/Equity 12.27
  • Quick Ratio 0.20
  • Negative ROE
Dividend
30/100

Yield is likely unsustainable and represents a value trap.

Positives
  • High nominal yield (13.12%)
Watchpoints
  • Negative profit margins
  • Poor cash position

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$15.71

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for SOHON and closest competitors.

Updated 2026-04-17
SOH
Sotherly Hotels Inc.
Primary
5Y
+26.9%
3Y
-16.8%
1Y
+0.5%
6M
+39.1%
1M
-5.3%
1W
+2.3%
ASP
Altisource Portfolio Solutions S.A.
Peer
5Y
-91.0%
3Y
-84.2%
1Y
-7.7%
6M
-41.4%
1M
+24.9%
1W
+0.1%
AEI
Alset Inc.
Peer
5Y
-99.2%
3Y
+3.2%
1Y
+92.9%
6M
-38.2%
1M
-35.5%
1W
+4.5%
AFC
Advanced Flower Capital Inc.
Peer
5Y
-69.2%
3Y
-52.2%
1Y
-56.7%
6M
-41.0%
1M
+12.4%
1W
+0.4%
SEL
Global Self Storage, Inc.
Peer
5Y
+44.1%
3Y
+22.3%
1Y
+8.5%
6M
+10.0%
1M
+4.5%
1W
+0.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
-4.91
P/S Ratio
0.39
EV/Revenue
3.75
EV/EBITDA
19.66
Market Cap
$68.9M

Profitability

Profit margins and return metrics

Profit Margin -4.36%
Operating Margin 1.95%
Gross Margin 24.07%
ROE -22.27%
ROA 2.13%

Growth

Revenue and earnings growth rates

Revenue Growth -6.1%
Earnings Growth N/A
Q/Q Revenue Growth -6.6%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
12.27
High debt
Current Ratio
0.63
Weak
Quick Ratio
0.2
Poor
Cash/Share
$0.34

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q3 2025

Revenue
$0.0B
Gross Margin
17.9%
Op. Margin
1.4%
Net Margin
-14.4%
Total Assets
$0.4B
Liabilities
$0.4B
Equity
$0.0B
Debt/Equity
10.19x
Operating CF
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
100%

Real Estate Sector Comparison

Comparing SOHON against 107 companies in the Real Estate sector (5 bullish, 17 neutral, 85 bearish)
Return on Equity (ROE)
-22.27%
This Stock
vs
-53.97%
Sector Avg
-58.7% (Below Avg)
Profit Margin
-4.36%
This Stock
vs
9.96%
Sector Avg
-143.7% (Weaker)
Debt to Equity
12.27
This Stock
vs
2.62
Sector Avg
+369.1% (Higher)
Revenue Growth
-6.1%
This Stock
vs
25474.99%
Sector Avg
-100.0% (Slower)
Current Ratio
0.63
This Stock
vs
6.15
Sector Avg
-89.8% (Weaker)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-K
10-K
2026-04-15

SOHON filed its annual 10-K report on April 15, 2026. The provided excerpts do not contain specific financial metrics or detailed risk disclosures to evaluate the company's current performance or risk profile.

8-K
8-K
2026-03-27
8-K
8-K
2026-02-27

SOHON filed an 8-K on February 27, 2026, likely to announce its annual financial results for the preceding fiscal year.

8-K
8-K
2026-02-18

SOHON filed an 8-K on February 18, 2026, likely to announce its annual financial results.

8-K
8-K
2026-01-22

SOHON filed a current report on January 22, 2026, likely announcing its quarterly financial results.

8-K
8-K
2025-12-17
8-K
8-K
2025-11-17
10-Q
10-Q
2025-11-14

SOHON submitted its 10-Q filing on November 14, 2025. While the document includes a section for Risk Factors under Item 1A, no specific financial highlights or detailed risk disclosures were provided in the available excerpt.

8-K
8-K
2025-11-14
8-K
8-K
2025-10-27

SOHON filed a current report on October 27, 2025, likely announcing its third-quarter financial results.

8-K
8-K
2025-10-27
8-K
8-K
2025-10-21
DEF 14A
DEF 14A
2025-10-01
8-K
8-K
2025-09-17
8-K
8-K
2025-09-17
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning SOHON from our newsroom.

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