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Company Analysis

Sotherly Hotels Inc. - 7.875% S SOHOO

A comprehensive view of key metrics, scores, and financial health for Sotherly Hotels Inc. - 7.875% S

Overview of Sotherly Hotels Inc.

SOHOO NGM
Real Estate REIT - Hotel & Motel Micro Cap
Sotherly Hotels Inc. (SOHOO), is a Micro Cap company, in the REIT - Hotel & Motel industry, last closed at $9.78, about 0.0% overvalued vs fair value, -39.8% 1Y return, ranked 305/330 in sector.
$9.78
-48.53%
As of April 27, 2026
Previous close • Vol 90d: 123.3%
Market Cap
$68.26M
Enterprise Value
$403.41M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Fair
Efficiency
Weak
Growth
Weak
Profitability
Weak
Health
Fair
Efficiency
Weak
Completeness: 68%
Confidence: 75%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.sotherlyhotels.com
HQ Williamsburg, VA
Employees 9
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Insufficient data

Engine Room Money Flow™

Micro Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$181.9M
4.6%%
Net Operating Income
$20.6M
9.1%%
Net Income
$-6.7M
-67%%
FFO (Funds From Operations)
$11.8M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
67.8%
Excellent

Dividends / FFO - basic dividend safety

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$8.0M
135.0% of AFFO

Where It Leaks

Cash Flow Health significant issues
Overall assessment of cash flow efficiency and conversion quality.
3
Active Leaks
2/3
Improving
2
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Sotherly Hotels Inc. - 7.875% S's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
58
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Moderate
60
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 65% Coverage
Trade-Off Triangle Visualization A ternary plot showing SOHOO's balance between Growth (35.9%), Profitability (26.2%), and Safety (37.9%). Growth 36% Safety 38% Profitability 26%

Click axes to expand details. Marker shows current allocation.

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Growth

60th percentile vs peers
61
Key Signals
Rev Growth YoY 4.6% 88p Revenue CAGR 3Y 12.6% 45p FFO Growth YoY -11.5% 45p AFFO YoY Growth -11.5% 48p
Strengths
  • Rev Growth YoY in top 20% of peers (4.6%, 88th percentile)
  • Net Debt/EBITDA in top 20% of peers (8.01, 85th percentile)
  • D/E Ratio in top 20% of peers (7.91, 91th percentile)
  • Cash Flow to Debt Ratio in top 20% of peers (2.79, 88th percentile)
Risks

No significant risks identified for this axis.

Profitability

44th percentile vs peers
45
Key Signals
Strengths
Risks
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Safety

64th percentile vs peers
64
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Sotherly Hotels Inc. - 7.875% S.

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Fair Value Range Current: $-
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