25 XP   0   0   10

Sotherly Hotels Inc
Buy, Hold or Sell?

Let's analyse Sotherly Hotels Inc together

PenkeI guess you are interested in Sotherly Hotels Inc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Sotherly Hotels Inc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

Get notifications about Sotherly Hotels Inc

I send you an email if I find something interesting about Sotherly Hotels Inc.

Quick analysis of Sotherly Hotels Inc (30 sec.)










What can you expect buying and holding a share of Sotherly Hotels Inc? (30 sec.)

How much money do you get?

How much money do you get?
$0.41
When do you have the money?
1 year
How often do you get paid?
82.5%

What is your share worth?

Current worth
$2.43
Expected worth in 1 year
$2.25
How sure are you?
45.0%

+ What do you gain per year?

Total Gains per Share
$0.22
Return On Investment
15.2%

For what price can you sell your share?

Current Price per Share
$1.45
Expected price per share
$1.33 - $1.72
How sure are you?
50%

1. Valuation of Sotherly Hotels Inc (5 min.)




Live pricePrice per Share (EOD)

$1.45

Intrinsic Value Per Share

$3,090.64 - $12,410.11

Total Value Per Share

$3,093.07 - $12,412.54

2. Growth of Sotherly Hotels Inc (5 min.)




Is Sotherly Hotels Inc growing?

Current yearPrevious yearGrowGrow %
How rich?$47.8m$39.4m$12m23.4%

How much money is Sotherly Hotels Inc making?

Current yearPrevious yearGrowGrow %
Making money$486.7k$7.6m-$7.1m-1,470.0%
Net Profit Margin0.5%16.7%--

How much money comes from the company's main activities?

3. Financial Health of Sotherly Hotels Inc (5 min.)




What can you expect buying and holding a share of Sotherly Hotels Inc? (5 min.)

Welcome investor! Sotherly Hotels Inc's management wants to use your money to grow the business. In return you get a share of Sotherly Hotels Inc.

What can you expect buying and holding a share of Sotherly Hotels Inc?

First you should know what it really means to hold a share of Sotherly Hotels Inc. And how you can make/lose money.

Speculation

The Price per Share of Sotherly Hotels Inc is $1.45. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Sotherly Hotels Inc.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Sotherly Hotels Inc, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $2.43. Based on the TTM, the Book Value Change Per Share is $-0.05 per quarter. Based on the YOY, the Book Value Change Per Share is $0.44 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.10 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Sotherly Hotels Inc.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps-0.03-2.4%-0.03-1.8%0.3221.9%-0.18-12.6%-0.09-6.4%
Usd Book Value Change Per Share-0.13-9.1%-0.05-3.2%0.4430.7%-0.09-6.0%0.021.4%
Usd Dividend Per Share0.000.0%0.107.0%0.053.5%0.117.3%0.106.7%
Usd Total Gains Per Share-0.13-9.1%0.063.8%0.5034.1%0.021.2%0.128.1%
Usd Price Per Share1.49-1.77-1.87-3.07-4.84-
Price to Earnings Ratio-10.65--6.66-20.34--17.61--15.55-
Price-to-Total Gains Ratio-11.33--525.71--22.96--146.25--90.97-
Price to Book Ratio0.61-0.67-1.20-1.17-1.89-
Price-to-Total Gains Ratio-11.33--525.71--22.96--146.25--90.97-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share1.45
Number of shares689
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.100.11
Usd Book Value Change Per Share-0.05-0.09
Usd Total Gains Per Share0.060.02
Gains per Quarter (689 shares)38.0912.46
Gains per Year (689 shares)152.3549.86
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1279-127142290-24040
2558-253294581-48190
3837-380446871-721140
41116-5075981161-962190
51395-6347501451-1202240
61674-7609021742-1443290
71953-88710542032-1683340
82232-101412062322-1924390
92511-114013582613-2164440
102790-126715102903-2404490

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.03.00.025.0%4.08.00.033.3%4.016.00.020.0%14.026.00.035.0%34.048.00.041.5%
Book Value Change Per Share2.02.00.050.0%5.07.00.041.7%7.013.00.035.0%14.026.00.035.0%26.054.02.031.7%
Dividend per Share3.00.01.075.0%5.00.07.041.7%13.00.07.065.0%33.00.07.082.5%65.00.017.079.3%
Total Gains per Share2.02.00.050.0%5.07.00.041.7%7.013.00.035.0%18.022.00.045.0%37.043.02.045.1%

Fundamentals of Sotherly Hotels Inc

About Sotherly Hotels Inc

Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on the acquisition, renovation, upbranding and repositioning of upscale to upper-upscale full-service hotels in the Southern United States. Sotherly may also opportunistically acquire hotels throughout the United States. Currently, the Company's portfolio consists of investments in ten hotel properties, comprising 2,786 rooms, as well as interests in two condominium hotels and their associated rental programs. The Company owns hotels that operate under the Hilton Worldwide and Hyatt Hotels Corporation brands, as well as independent hotels. Sotherly Hotels Inc. was organized in 2004 and is headquartered in Williamsburg, Virginia.

Fundamental data was last updated by Penke on 2024-03-22 04:18:05.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is not making a profit/loss.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating less efficient.
The company is less efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is just not able to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is just able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is expensive.
Based on how much money comes from the company's main activities, the company is cheap.

1.1. Profitability of Sotherly Hotels Inc.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Sotherly Hotels Inc earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Sotherly Hotels Inc to the REIT - Hotel & Motel industry mean.
  • A Net Profit Margin of -1.6% means that $-0.02 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Sotherly Hotels Inc:

  • The MRQ is -1.6%. The company is making a loss. -1
  • The TTM is 0.5%. The company is not making a profit/loss.
Trends
Current periodCompared to+/- 
MRQ-1.6%TTM0.5%-2.2%
TTM0.5%YOY16.7%-16.2%
TTM0.5%5Y-24.2%+24.7%
5Y-24.2%10Y-11.8%-12.4%
1.1.2. Return on Assets

Shows how efficient Sotherly Hotels Inc is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Sotherly Hotels Inc to the REIT - Hotel & Motel industry mean.
  • -0.2% Return on Assets means that Sotherly Hotels Inc generated $0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Sotherly Hotels Inc:

  • The MRQ is -0.2%. Using its assets, the company is very inefficient in making profit. -2
  • The TTM is 0.1%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ-0.2%TTM0.1%-0.3%
TTM0.1%YOY1.9%-1.7%
TTM0.1%5Y-0.4%+0.5%
5Y-0.4%10Y-0.2%-0.2%
1.1.3. Return on Equity

Shows how efficient Sotherly Hotels Inc is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Sotherly Hotels Inc to the REIT - Hotel & Motel industry mean.
  • -1.4% Return on Equity means Sotherly Hotels Inc generated $-0.01 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Sotherly Hotels Inc:

  • The MRQ is -1.4%. Using its investors money, the company is very inefficient in making profit. -2
  • The TTM is 0.7%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ-1.4%TTM0.7%-2.1%
TTM0.7%YOY15.3%-14.6%
TTM0.7%5Y-5.5%+6.2%
5Y-5.5%10Y-2.5%-3.0%

1.2. Operating Efficiency of Sotherly Hotels Inc.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Sotherly Hotels Inc is operating .

  • Measures how much profit Sotherly Hotels Inc makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Sotherly Hotels Inc to the REIT - Hotel & Motel industry mean.
  • An Operating Margin of 7.7% means the company generated $0.08  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Sotherly Hotels Inc:

  • The MRQ is 7.7%. The company is operating less efficient.
  • The TTM is 4.7%. The company is operating less efficient.
Trends
Current periodCompared to+/- 
MRQ7.7%TTM4.7%+3.0%
TTM4.7%YOY13.0%-8.3%
TTM4.7%5Y-10.0%+14.7%
5Y-10.0%10Y1.1%-11.1%
1.2.2. Operating Ratio

Measures how efficient Sotherly Hotels Inc is keeping operating costs low.

  • Below 1 is considered healthy (always compare to REIT - Hotel & Motel industry mean).
  • An Operation Ratio of 0.92 means that the operating costs are $0.92 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Sotherly Hotels Inc:

  • The MRQ is 0.923. The company is less efficient in keeping operating costs low.
  • The TTM is 0.858. The company is less efficient in keeping operating costs low.
Trends
Current periodCompared to+/- 
MRQ0.923TTM0.858+0.064
TTM0.858YOY0.875-0.017
TTM0.8585Y1.090-0.232
5Y1.09010Y0.987+0.103

1.3. Liquidity of Sotherly Hotels Inc.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Sotherly Hotels Inc is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to REIT - Hotel & Motel industry mean).
  • A Current Ratio of 0.00 means the company has $0.00 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Sotherly Hotels Inc:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM0.919-0.919
TTM0.919YOY1.329-0.410
TTM0.9195Y1.244-0.325
5Y1.24410Y1.786-0.542
1.3.2. Quick Ratio

Measures if Sotherly Hotels Inc is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Sotherly Hotels Inc to the REIT - Hotel & Motel industry mean.
  • A Quick Ratio of 0.00 means the company can pay off $0.00 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Sotherly Hotels Inc:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM0.695-0.695
TTM0.695YOY12.003-11.308
TTM0.6955Y3.996-3.300
5Y3.99610Y131.022-127.026

1.4. Solvency of Sotherly Hotels Inc.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Sotherly Hotels Inc assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Sotherly Hotels Inc to REIT - Hotel & Motel industry mean.
  • A Debt to Asset Ratio of 0.88 means that Sotherly Hotels Inc assets are financed with 87.8% credit (debt) and the remaining percentage (100% - 87.8%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Sotherly Hotels Inc:

  • The MRQ is 0.878. The company is just able to pay all its debts by selling its assets.
  • The TTM is 0.872. The company is just able to pay all its debts by selling its assets.
Trends
Current periodCompared to+/- 
MRQ0.878TTM0.872+0.006
TTM0.872YOY0.904-0.032
TTM0.8725Y0.875-0.003
5Y0.87510Y0.861+0.015
1.4.2. Debt to Equity Ratio

Measures if Sotherly Hotels Inc is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Sotherly Hotels Inc to the REIT - Hotel & Motel industry mean.
  • A Debt to Equity ratio of 702.8% means that company has $7.03 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Sotherly Hotels Inc:

  • The MRQ is 7.028. The company is unable to pay all its debts with equity. -1
  • The TTM is 6.682. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ7.028TTM6.682+0.346
TTM6.682YOY10.361-3.680
TTM6.6825Y8.047-1.365
5Y8.04710Y7.364+0.683

2. Market Valuation of Sotherly Hotels Inc

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Sotherly Hotels Inc generates.

  • Above 15 is considered overpriced but always compare Sotherly Hotels Inc to the REIT - Hotel & Motel industry mean.
  • A PE ratio of -10.65 means the investor is paying $-10.65 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Sotherly Hotels Inc:

  • The EOD is -10.368. Based on the earnings, the company is expensive. -2
  • The MRQ is -10.654. Based on the earnings, the company is expensive. -2
  • The TTM is -6.657. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-10.368MRQ-10.654+0.286
MRQ-10.654TTM-6.657-3.997
TTM-6.657YOY20.337-26.994
TTM-6.6575Y-17.612+10.955
5Y-17.61210Y-15.554-2.058
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Sotherly Hotels Inc:

  • The EOD is 0.002. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 0.002. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 3.704. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD0.002MRQ0.0020.000
MRQ0.002TTM3.704-3.702
TTM3.704YOY1.091+2.613
TTM3.7045Y14.755-11.051
5Y14.75510Y2.003+12.752
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Sotherly Hotels Inc is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to REIT - Hotel & Motel industry mean).
  • A PB ratio of 0.61 means the investor is paying $0.61 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Sotherly Hotels Inc:

  • The EOD is 0.596. Based on the equity, the company is cheap. +2
  • The MRQ is 0.613. Based on the equity, the company is cheap. +2
  • The TTM is 0.674. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD0.596MRQ0.613-0.016
MRQ0.613TTM0.674-0.061
TTM0.674YOY1.197-0.523
TTM0.6745Y1.171-0.497
5Y1.17110Y1.885-0.714
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Sotherly Hotels Inc.

3.1. Institutions holding Sotherly Hotels Inc

Institutions are holding 20.479% of the shares of Sotherly Hotels Inc.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-09-30Thompson Davis & Co Inc6.6312.72981306091-127487-8.8929
2023-09-30Gator Capital Management, LLC4.84751.142395480400
2023-09-30Vanguard Group Inc3.38250666240270624.2339
2023-12-31Bard Associates Inc2.5460.2837501476-10600-2.07
2023-12-31Spc Financial Inc2.05870.061640550000
2023-09-30Geode Capital Management, LLC0.6422012648417021.364
2023-12-31Renaissance Technologies Corp0.56260.0003110814-12898-10.4258
2023-09-30PSI Advisors, LLC0.44460.064187575-500-0.5677
2023-12-31Dimensional Fund Advisors, Inc.0.3785074548-26092-25.9261
2023-12-31Stony Point Wealth Management Inc.0.2780.037854752-2750-4.7824
2023-09-30J.W. COLE ADVISORS, INC.0.23150.005745600470011.4914
2023-12-31BlackRock Inc0.2062040615-470-1.144
2023-09-30Bank of New York Mellon Corp0.1874036916-788-2.09
2023-09-30Morgan Stanley - Brokerage Accounts0.1808035610-13791-27.9164
2023-09-30Northern Trust Corp0.151202978100
2023-09-30CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.15080.000229708-1500-4.8065
2023-09-30State Street Corporation0.091101794800
2023-09-30JANE STREET GROUP, LLC0.0745014668146680
2023-12-31Nisa Investment Advisors, L.L.C.0.02460.0001485200
2023-12-31True Wealth Design LLC0.02170.0018428200
Total 23.09144.32744548264-148744-3.3%

3.2. Funds holding Sotherly Hotels Inc

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2024-01-31Vanguard Total Stock Mkt Idx Inv1.7244033965918000.5328
2024-01-31Vanguard Institutional Extnd Mkt Idx Tr1.51770.000429893700
2023-12-31Fidelity Extended Market Index0.46820.000492220-232-0.2509
2023-12-31DFA Real Estate Securities I0.3620.00147129700
2024-01-31iShares Micro-Cap ETF0.1860.00593663800
2023-10-31Vanguard Instl Ttl Stck Mkt Idx Tr0.09620.000118957-318902-94.3891
2024-01-31Vanguard Instl Ttl Stk Mkt Idx InstlPls0.09620.00011895700
2023-12-31Fidelity Series Total Market Index0.091501803200
2023-12-31Northern Trust Extended Eq Market Idx0.07130.00041403400
2023-12-31NT Ext Equity Mkt Idx Fd - L0.07130.00041403400
2024-01-31Vanguard Balanced Index Inv0.051401012100
2024-01-31Vanguard U.S. Eq Idx £ Acc0.03940.0001775400
2023-12-31NT Ext Equity Mkt Idx Fd - NL0.0350.0002689500
2023-12-31SSgA U.S. Extended Market Index Class I0.03290.0004647800
2024-01-31State St US Extended Mkt Indx NL Cl C0.03290.0004647800
2023-12-31NT Ext Equity Mkt Idx Fd - DC - NL - T20.02810.00025538100.1809
2023-12-31Spartan Total Market Index Pool E0.02280448300
2023-12-31Fidelity Nasdaq Composite Index0.02170427400
2023-12-31Spartan Extended Market Index Pool E0.01960.000338542326.4053
2023-12-31Fidelity Total Market Index0.01780350300
Total 4.98640.0107982143-317092-32.3%

3.3. Insider Transactions

Insiders are holding 14.139% of the shares of Sotherly Hotels Inc.

DateOwnerTypeAmountPricePost Transaction AmountLink
2023-09-20Andrew SimsSELL11331.8
2023-09-18Andrew SimsSELL2001.8
2023-03-29Andrew SimsSELL200001.98

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Sotherly Hotels Inc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share---0.131-0.046-65%0.444-130%-0.087-34%0.020-743%
Book Value Per Share--2.4322.615-7%2.004+21%2.869-15%3.012-19%
Current Ratio---0.919-100%1.329-100%1.244-100%1.786-100%
Debt To Asset Ratio--0.8780.872+1%0.904-3%0.875+0%0.861+2%
Debt To Equity Ratio--7.0286.682+5%10.361-32%8.047-13%7.364-5%
Dividend Per Share---0.101-100%0.051-100%0.105-100%0.097-100%
Eps---0.035-0.027-23%0.317-111%-0.182+421%-0.093+165%
Free Cash Flow Per Share--210.06352.701+299%0.016+1280547%10.536+1894%5.268+3888%
Free Cash Flow To Equity Per Share--210.06352.551+300%-0.638+100%10.373+1925%5.431+3768%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max--12410.110--------
Intrinsic Value_10Y_min--3090.643--------
Intrinsic Value_1Y_max--240.494--------
Intrinsic Value_1Y_min--70.549--------
Intrinsic Value_3Y_max--1487.055--------
Intrinsic Value_3Y_min--420.365--------
Intrinsic Value_5Y_max--3655.274--------
Intrinsic Value_5Y_min--995.890--------
Market Cap28560360.000-3%29348232.00034789473.000-16%36882258.000-20%60415009.800-51%95314686.396-69%
Net Profit Margin---0.0160.005-410%0.167-110%-0.242+1379%-0.118+621%
Operating Margin--0.0770.047+64%0.130-41%-0.100+229%0.011+623%
Operating Ratio--0.9230.858+7%0.875+5%1.090-15%0.987-7%
Pb Ratio0.596-3%0.6130.674-9%1.197-49%1.171-48%1.885-67%
Pe Ratio-10.368+3%-10.654-6.657-38%20.337-152%-17.612+65%-15.554+46%
Price Per Share1.450-3%1.4901.766-16%1.873-20%3.067-51%4.839-69%
Price To Free Cash Flow Ratio0.002-3%0.0023.704-100%1.091-100%14.755-100%2.003-100%
Price To Total Gains Ratio-11.031+3%-11.335-525.706+4538%-22.956+103%-146.248+1190%-90.974+703%
Quick Ratio---0.695-100%12.003-100%3.996-100%131.022-100%
Return On Assets---0.0020.001-254%0.019-109%-0.004+133%-0.002-3%
Return On Equity---0.0140.007-293%0.153-109%-0.055+294%-0.025+79%
Total Gains Per Share---0.1310.055-338%0.495-127%0.018-827%0.117-212%
Usd Book Value--47898659.00051511863.000-7%39482027.750+21%56517565.750-15%59323964.475-19%
Usd Book Value Change Per Share---0.131-0.046-65%0.444-130%-0.087-34%0.020-743%
Usd Book Value Per Share--2.4322.615-7%2.004+21%2.869-15%3.012-19%
Usd Dividend Per Share---0.101-100%0.051-100%0.105-100%0.097-100%
Usd Eps---0.035-0.027-23%0.317-111%-0.182+421%-0.093+165%
Usd Free Cash Flow--4137569000.0001038032723.750+299%323084.250+1280547%207531222.250+1894%103761224.525+3888%
Usd Free Cash Flow Per Share--210.06352.701+299%0.016+1280547%10.536+1894%5.268+3888%
Usd Free Cash Flow To Equity Per Share--210.06352.551+300%-0.638+100%10.373+1925%5.431+3768%
Usd Market Cap28560360.000-3%29348232.00034789473.000-16%36882258.000-20%60415009.800-51%95314686.396-69%
Usd Price Per Share1.450-3%1.4901.766-16%1.873-20%3.067-51%4.839-69%
Usd Profit---688656.000486777.250-241%7642232.500-109%-2081646.550+202%-907476.425+32%
Usd Revenue--42148085.00043459514.500-3%41519326.000+2%36239699.800+16%36760067.550+15%
Usd Total Gains Per Share---0.1310.055-338%0.495-127%0.018-827%0.117-212%
 EOD+4 -4MRQTTM+11 -24YOY+16 -195Y+19 -1610Y+18 -17

4.2. Fundamental Score

Let's check the fundamental score of Sotherly Hotels Inc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-15-10.368
Price to Book Ratio (EOD)Between0-10.596
Net Profit Margin (MRQ)Greater than0-0.016
Operating Margin (MRQ)Greater than00.077
Quick Ratio (MRQ)Greater than10.000
Current Ratio (MRQ)Greater than10.000
Debt to Asset Ratio (MRQ)Less than10.878
Debt to Equity Ratio (MRQ)Less than17.028
Return on Equity (MRQ)Greater than0.15-0.014
Return on Assets (MRQ)Greater than0.05-0.002
Total3/10 (30.0%)

4.3. Technical Score

Let's check the technical score of Sotherly Hotels Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5056.630
Ma 20Greater thanMa 501.414
Ma 50Greater thanMa 1001.391
Ma 100Greater thanMa 2001.456
OpenGreater thanClose1.489
Total3/5 (60.0%)



Latest Balance Sheet

Balance Sheet of 2023-12-31. All numbers in thousands.

Summary
Total Assets393,877
Total Liabilities345,978
Total Stockholder Equity49,230
 As reported
Total Liabilities 345,978
Total Stockholder Equity+ 49,230
Total Assets = 393,877

Assets

Total Assets393,877
Total Current Assets29,823,705
Long-term Assets6,776
Total Current Assets
Cash And Cash Equivalents 26,236
Net Receivables 5,946
Inventory 6,775,988
Total Current Assets  (as reported)29,823,705
Total Current Assets  (calculated)6,808,170
+/- 23,015,535
Long-term Assets
Long-term Assets Other 6,776
Long-term Assets  (as reported)6,776
Long-term Assets  (calculated)6,776
+/-0

Liabilities & Shareholders' Equity

Total Current Liabilities0
Long-term Liabilities345,978
Total Stockholder Equity49,230
Total Current Liabilities
Total Current Liabilities  (as reported)0
Total Current Liabilities  (calculated)0
+/-0
Long-term Liabilities
Long-term Liabilities  (as reported)345,978
Long-term Liabilities  (calculated)0
+/- 345,978
Total Stockholder Equity
Common Stock197
Retained Earnings -124,175
Accumulated Other Comprehensive Income -14,641
Other Stockholders Equity 187,810
Total Stockholder Equity (as reported)49,230
Total Stockholder Equity (calculated)49,191
+/- 40
Other
Cash and Short Term Investments 26,236
Common Stock Shares Outstanding 19,137
Liabilities and Stockholders Equity 393,877
Net Debt 291,290
Short Long Term Debt Total 317,526



Balance Sheet

All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-312008-09-302008-06-302008-03-312007-12-312007-09-302007-06-302007-03-312006-12-312006-09-302006-06-302006-03-312005-12-312005-09-302005-06-302005-03-312004-12-312004-09-302004-06-302004-03-312003-12-312002-12-31
> Total Assets 
30,601
30,757
0
0
95,697
94,232
99,977
97,516
117,451
118,386
119,972
121,361
129,024
127,603
136,173
130,734
140,580
159,959
170,440
194,057
203,228
211,218
220,920
220,459
217,859
213,960
212,647
213,924
212,479
209,583
212,200
213,214
212,597
209,299
211,161
208,757
208,037
204,031
204,650
202,290
220,429
228,651
296,809
301,397
299,698
299,820
302,966
305,423
395,194
393,058
389,534
401,250
401,950
406,020
400,957
412,993
416,446
409,953
495,355
492,699
501,942
493,483
495,792
493,124
498,650
487,227
474,763
472,132
466,209
473,034
468,633
465,216
460,046
436,055
425,846
413,098
409,025
405,012
407,219
408,013
400,762
393,877
393,877400,762408,013407,219405,012409,025413,098425,846436,055460,046465,216468,633473,034466,209472,132474,763487,227498,650493,124495,792493,483501,942492,699495,355409,953416,446412,993400,957406,020401,950401,250389,534393,058395,194305,423302,966299,820299,698301,397296,809228,651220,429202,290204,650204,031208,037208,757211,161209,299212,597213,214212,200209,583212,479213,924212,647213,960217,859220,459220,920211,218203,228194,057170,440159,959140,580130,734136,173127,603129,024121,361119,972118,386117,45197,51699,97794,23295,6970030,75730,601
   > Total Current Assets 
0
0
0
0
200
11,078
14,672
12,742
4,843
4,562,837
6,275
7,475
7,785
5,568,288
17,259
7,706
8,106
3,710,331
9,290
12,192
12,621
10,402
17,381
19,458
15,140
15,686
9,503
18,691
17,152
15,348
13,666
20,938
21,479
15,588
18,425
20,998
21,911
13,428
15,054
15,282
33,006
16,940
25,352
31,858
30,680
28,697
28,882
32,245
31,741
28,619
27,378
45,388
41,966
50,476
38,128
48,835
51,071
46,703
51,515
51,829
57,156
50,160
49,684
52,639
47,131
38,547
34,152
35,242
34,028
45,209
44,952
45,791
44,970
60,170
53,217
43,616
41,204
39,941
36,303
37,437
33,529
29,823,705
29,823,70533,52937,43736,30339,94141,20443,61653,21760,17044,97045,79144,95245,20934,02835,24234,15238,54747,13152,63949,68450,16057,15651,82951,51546,70351,07148,83538,12850,47641,96645,38827,37828,61931,74132,24528,88228,69730,68031,85825,35216,94033,00615,28215,05413,42821,91120,99818,42515,58821,47920,93813,66615,34817,15218,6919,50315,68615,14019,45817,38110,40212,62112,1929,2903,710,3318,1067,70617,2595,568,2887,7857,4756,2754,562,8374,84312,74214,67211,0782000000
       Cash And Cash Equivalents 
154
67
0
0
200
8,314
10,585
7,900
210
502
1,107
2,421
2,630
1,445
11,565
2,717
3,623
3,989
3,077
6,035
6,527
1,719
5,573
6,599
4,497
3,490
2,391
4,948
3,746
2,993
4,979
4,335
5,399
4,410
6,001
6,966
8,475
7,176
7,234
6,562
23,785
9,377
13,008
17,926
16,916
16,634
16,634
17,275
15,470
11,494
14,986
26,085
26,433
31,767
21,744
34,439
32,652
29,778
30,674
28,436
37,015
33,793
29,004
32,402
30,060
23,738
14,736
18,521
15,485
25,298
21,087
21,823
19,541
13,167
20,184
23,969
23,011
21,919
23,430
24,227
19,199
26,236
26,23619,19924,22723,43021,91923,01123,96920,18413,16719,54121,82321,08725,29815,48518,52114,73623,73830,06032,40229,00433,79337,01528,43630,67429,77832,65234,43921,74431,76726,43326,08514,98611,49415,47017,27516,63416,63416,91617,92613,0089,37723,7856,5627,2347,1768,4756,9666,0014,4105,3994,3354,9792,9933,7464,9482,3913,4904,4976,5995,5731,7196,5276,0353,0773,9893,6232,71711,5651,4452,6302,4211,1075022107,90010,5858,3142000067154
       Short-term Investments 
792
728
0
0
0
637
0
0
0
4,331
0
0
0
2,522
2,038
2,585
5,482
1,750
2,156
2,783
2,464
2,573
1,750
1,647
760
1,441
1,351
1,261
1,171
1,081
991
901
811
721
661
600
540
65,899,055
3,119
4,257
5,267
240
240
6,363
7,185
6,622
62,823,142
6,817
6,341
5,794
3,630
4,484
5,866
4,596
4,644
4,617
6,116
3,651
4,901
5,301
5,025
0
0
0
0
0
0
0
0
0
0
0
415,076
375,885
372,629
369,482
367,821
365,071
0
0
0
0
0000365,071367,821369,482372,629375,885415,076000000000005,0255,3014,9013,6516,1164,6174,6444,5965,8664,4843,6305,7946,3416,81762,823,1426,6227,1856,3632402405,2674,2573,11965,899,0555406006617218119019911,0811,1711,2611,3511,4417601,6471,7502,5732,4642,7832,1561,7505,4822,5852,0382,5220004,331000637000728792
       Net Receivables 
0
0
0
0
0
1,561
3,559
2,311
2,309
2,338
2,441
2,639
2,612
2,339
3,556
2,710
2,034
2,078
2,462
2,604
1,751
1,506
3,164
2,851
3,490
1,758
2,553
2,673
2,935
1,986
2,720
2,782
2,629
1,827
3,416
3,502
2,562
1,488
2,312
2,169
1,968
2,084
3,445
4,310
3,042
2,106
2,108
4,360
5,037
7,084
4,057
4,275
4,744
4,132
6,077
3,851
6,075
5,981
9,732
11,398
8,226
7,029
10,585
9,706
6,385
4,914
4,514
2,348
1,586
2,182
3,687
3,089
3,644
4,822
3,959
4,088
3,854
5,845
4,317
5,247
4,777
5,946
5,9464,7775,2474,3175,8453,8544,0883,9594,8223,6443,0893,6872,1821,5862,3484,5144,9146,3859,70610,5857,0298,22611,3989,7325,9816,0753,8516,0774,1324,7444,2754,0577,0845,0374,3602,1082,1063,0424,3103,4452,0841,9682,1692,3121,4882,5623,5023,4161,8272,6292,7822,7201,9862,9352,6732,5531,7583,4902,8513,1641,5061,7512,6042,4622,0782,0342,7103,5562,3392,6122,6392,4412,3382,3092,3113,5591,56100000
       Other Current Assets 
102
83
0
0
110
1,202
528
2,531
2,324
4,559,998
2,727
2,415
2,543
5,564,503
2,138
2,280
-3,034
3,704,264
3,752
3,554
4,343
7,177
6,895
8,360
7,153
1,328
3,208
9,809
9,299
9,288
4,977
3,091
3,106
8,630
8,348
9,930
10,333
1,685
2,389
2,294
1,985
1,684
3,459
3,259
3,536
9,956
3,518
3,792
4,893
4,247
4,705
5,039
4,923
4,648
5,663
5,928
6,229
7,293
6,208
6,694
6,889
5,263
5,688
5,594
5,494
5,649
7,563
7,971
9,261
7,727
8,284
9,169
8,551
6,894
7,129
8,175
7,332
6,755
541
-10,512,084
-34,181
-32,182
-32,182-34,181-10,512,0845416,7557,3328,1757,1296,8948,5519,1698,2847,7279,2617,9717,5635,6495,4945,5945,6885,2636,8896,6946,2087,2936,2295,9285,6634,6484,9235,0394,7054,2474,8933,7923,5189,9563,5363,2593,4591,6841,9852,2942,3891,68510,3339,9308,3488,6303,1063,0914,9779,2889,2999,8093,2081,3287,1538,3606,8957,1774,3433,5543,7523,704,264-3,0342,2802,1385,564,5032,5432,4152,7274,559,9982,3242,5315281,2021100083102
   > Long-term Assets 
0
0
0
0
78,484
83,154,099
79,047
80,161
104,293
113,823,086
109,766
102,395
109,995
122,034,525
112,810
116,591
125,825
-3,550,372
155,411
27,718
184,726
200,817
203,539
201,001
202,718
198,273
203,144
195,233
195,328
194,235
198,534
192,277
191,118
193,712
192,736
187,759
186,126
190,603
189,596
187,009
187,423
211,711
271,456
269,539
269,018
0
274,084
273,178
363,454
364,440
362,156
355,862
359,984
355,543
362,829
364,158
365,374
363,251
443,841
440,870
444,786
443,322
446,108
440,486
451,519
448,680
440,610
436,890
432,181
427,825
423,681
419,425
415,076
375,885
372,629
369,482
367,821
365,071
370,916
370,576
366,581
6,776
6,776366,581370,576370,916365,071367,821369,482372,629375,885415,076419,425423,681427,825432,181436,890440,610448,680451,519440,486446,108443,322444,786440,870443,841363,251365,374364,158362,829355,543359,984355,862362,156364,440363,454273,178274,0840269,018269,539271,456211,711187,423187,009189,596190,603186,126187,759192,736193,712191,118192,277198,534194,235195,328195,233203,144198,273202,718201,001203,539200,817184,72627,718155,411-3,550,372125,825116,591112,810122,034,525109,995102,395109,766113,823,086104,29380,16179,04783,154,09978,4840000
       Property Plant Equipment 
28,235
27,529
0
0
78,484
78,418
79,047
80,161
104,293
105,986
106,781
102,395
109,995
111,416
112,810
116,591
120,343
140,668
149,758
16,769
21,837
187,397
191,392
190,973
189,828
188,588
186,953
185,462
184,666
183,899
183,231
182,877
182,003
181,469
180,389
178,864
177,394
480
420
360
300
240
180
120
60
260,192
261,130
263,831
354,933
354,963
356,278
0
0
5,333
0
0
357,645
357,800
438,650
2,655
2,560
2,465
441,261
436,510
446,840
443,267
440,610
436,890
432,181
427,825
423,681
419,425
415,076
398,756
372,629
369,482
367,821
365,071
362,900
360,056
357,027
0
0357,027360,056362,900365,071367,821369,482372,629398,756415,076419,425423,681427,825432,181436,890440,610443,267446,840436,510441,2612,4652,5602,655438,650357,800357,645005,33300356,278354,963354,933263,831261,130260,19260120180240300360420480177,394178,864180,389181,469182,003182,877183,231183,899184,666185,462186,953188,588189,828190,973191,392187,39721,83716,769149,758140,668120,343116,591112,810111,416109,995102,395106,781105,986104,29380,16179,04778,41878,4840027,52928,235
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
9,399
9,116
0
0
0
0
0
0
0
0
2,446
2,084
2,101
1,945
1,982
1,856
1,881
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000000000000000000000001,8811,8561,9821,9452,1012,0842,446000000009,1169,3990000000000000000000000000000000
       Intangible Assets 
0
0
0
0
0
0
0
0
0
0
2,985
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
901
811
0
0
0
0
0
0
360
300
240
180
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
2,465
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
000000000000000000002,465000000000000000000180240300360000000811901000000000000000000002,9850000000000
       Long-term Assets Other 
0
0
0
0
-78,484
83,075,681
-79,047
-80,161
-104,293
113,717,100
0
-102,395
-109,995
121,923,109
-112,810
-116,591
-125,825
-3,696,623
-155,411
-27,718
-184,726
3,166
1,862
0
3,074
0
1,132
-4,598,312
1,109
872
787
-3,979,764
-4,055,457
3,276
3,114
-2,958,170
-2,866,898
178,834
177,679
176,871
177,561
206,466
267,271
265,825
264,790
0
268,688
268,163
359,426
359,049
356,278
350,464
354,138
348,594
355,998
357,467
363,874
357,800
438,650
434,285
437,526
435,726
441,261
436,510
446,840
443,267
440,610
436,890
432,181
427,825
423,681
419,425
0
375,885
0
377,657
375,153
365,071
8,016
10,520
9,554
6,776
6,7769,55410,5208,016365,071375,153377,6570375,8850419,425423,681427,825432,181436,890440,610443,267446,840436,510441,261435,726437,526434,285438,650357,800363,874357,467355,998348,594354,138350,464356,278359,049359,426268,163268,6880264,790265,825267,271206,466177,561176,871177,679178,834-2,866,898-2,958,1703,1143,276-4,055,457-3,979,7647878721,109-4,598,3121,13203,07401,8623,166-184,726-27,718-155,411-3,696,623-125,825-116,591-112,810121,923,109-109,995-102,3950113,717,100-104,293-80,161-79,04783,075,681-78,4840000
> Total Liabilities 
33,679
32,924
0
0
30,483
33,367
33,806
31,574
51,459
53,364
56,499
57,806
65,981
64,580
73,852
67,928
78,925
100,083
112,763
136,277
148,040
157,442
168,154
167,561
165,997
160,119
159,780
160,607
160,523
158,775
162,653
163,911
165,047
165,416
170,407
170,423
172,210
166,699
170,969
167,392
188,165
196,869
264,994
267,481
266,782
272,310
271,675
276,398
339,897
340,200
337,351
348,594
314,993
324,680
323,875
337,096
343,939
315,778
403,035
400,606
413,439
411,216
417,142
388,758
391,466
385,820
390,701
404,396
409,477
429,334
431,522
429,509
426,828
419,552
409,723
369,026
362,813
353,491
354,050
353,521
350,275
345,978
345,978350,275353,521354,050353,491362,813369,026409,723419,552426,828429,509431,522429,334409,477404,396390,701385,820391,466388,758417,142411,216413,439400,606403,035315,778343,939337,096323,875324,680314,993348,594337,351340,200339,897276,398271,675272,310266,782267,481264,994196,869188,165167,392170,969166,699172,210170,423170,407165,416165,047163,911162,653158,775160,523160,607159,780160,119165,997167,561168,154157,442148,040136,277112,763100,08378,92567,92873,85264,58065,98157,80656,49953,36451,45931,57433,80633,36730,4830032,92433,679
   > Total Current Liabilities 
4,255
4,363
0
0
4,600
26,700
28,400
27,900
28,700
29,000
29,100
29,200
28,900
28,800
29,200
30,100
30,100
30,400
30,300
29,100
27,800
11,452
15,557
14,490
14,422
11,310
11,061
12,875
12,894
10,829
14,579
14,521
19,658
19,914
20,064
19,084
21,419
7,176
8,945
7,860
8,250
8,238
29,267
14,559
34,098
12,898
12,263
13,435
15,926
13,670
15,657
16,111
17,493
15,347
16,808
15,911
18,631
16,887
19,764
20,580
20,736
19,678
27,129
24,694
28,519
24,400
31,316
35,066
40,393
40,411
44,046
43,117
42,862
40,090
42,202
33,874
30,453
28,230
29,827
29,599
28,046
0
028,04629,59929,82728,23030,45333,87442,20240,09042,86243,11744,04640,41140,39335,06631,31624,40028,51924,69427,12919,67820,73620,58019,76416,88718,63115,91116,80815,34717,49316,11115,65713,67015,92613,43512,26312,89834,09814,55929,2678,2388,2507,8608,9457,17621,41919,08420,06419,91419,65814,52114,57910,82912,89412,87511,06111,31014,42214,49015,55711,45227,80029,10030,30030,40030,10030,10029,20028,80028,90029,20029,10029,00028,70027,90028,40026,7004,600004,3634,255
       Short-term Debt 
0
0
0
0
980
0
0
0
2,000,000
3,500,000
6,200,000
7,678,232
16,228,232
15,228,232
14,723,119
8,207,858
16,207,858
0
45,887,858
62,188
67,188
0
4,732
4,666
4,639
4,613
4,588
4,561
4,544
4,494
4,494
4,400
8,400
9,275
5,775
4,150
4,150
4,025
4,025
3,650
27,600
27,600
19,000
27,600
19,000
52,900
52,900
52,900
52,900
52,900
52,900
50,830
24,225
24,309
24,393
24,477
24,561
297,319
23,530
23,635
23,765
23,895
24,025
0
0
0
0
10,719
10,719
10,719
10,719
10,719
0
0
0
0
1,600
1,757
51,595
42,433
40,625
0
040,62542,43351,5951,7571,600000010,71910,71910,71910,71910,719000024,02523,89523,76523,63523,530297,31924,56124,47724,39324,30924,22550,83052,90052,90052,90052,90052,90052,90019,00027,60019,00027,60027,6003,6504,0254,0254,1504,1505,7759,2758,4004,4004,4944,4944,5444,5614,5884,6134,6394,6664,732067,18862,18845,887,858016,207,8588,207,85814,723,11915,228,23216,228,2327,678,2326,200,0003,500,0002,000,0000009800000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
258,192
0
0
0
320,792
0
0
0
307,017
303,662
318,915
322,991
297,319
380,701
378,165
0
0
3,800
0
0
0
0
10,719
10,719
29,413
29,521
10,719
0
0
0
0
0
0
0
0
0
0
000000000010,71929,52129,41310,71910,71900003,80000378,165380,701297,319322,991318,915303,662307,017000320,792000258,192000000000000000000000000000000000000000000000
       Accounts payable 
1,548
1,787
0
0
2,105
5,177
4,814
4,100
4,348
3,303
5,389
5,520
3,696
3,625
4,184
4,834
5,271
6,671
8,979
7,455
7,382
11,452
10,825
9,823
8,990
6,697
6,473
7,586
7,494
6,335
4
7,401
3
7,437
9,922
8,146
8,537
6,787
8,489
7,403
7,728
7,650
9,677
13,903
14,244
12,045
11,410
12,439
14,591
12,335
14,235
14,606
15,564
12,971
14,445
13,469
16,111
13,814
16,535
17,278
17,324
16,268
23,714
20,700
24,309
20,190
27,098
30,789
36,116
36,134
39,769
38,950
38,695
35,964
38,088
29,784
26,370
24,148
27,738
25,516
25,958
0
025,95825,51627,73824,14826,37029,78438,08835,96438,69538,95039,76936,13436,11630,78927,09820,19024,30920,70023,71416,26817,32417,27816,53513,81416,11113,46914,44512,97115,56414,60614,23512,33514,59112,43911,41012,04514,24413,9039,6777,6507,7287,4038,4896,7878,5378,1469,9227,43737,40146,3357,4947,5866,4736,6978,9909,82310,82511,4527,3827,4558,9796,6715,2714,8344,1843,6253,6965,5205,3893,3034,3484,1004,8145,1772,105001,7871,548
       Other Current Liabilities 
1,283
1,047
0
0
3,620
26,700
23,586
23,800
24,352
25,697
23,711
23,680
25,204
25,175
25,016
25,266
24,829
23,729
21,321
-40,543
-46,770
546
10,825
9,824
8,990
6,697
6,473
7,586
7,494
6,335
10,082
2,014
10,528
2,943
4,107
5,888
7,677
-4,262
-4,509
-4,075
-27,968
-27,679
-983
-28,515
-666
2,074
-53,268
-53,534
-53,787
-53,217
-53,800
-51,523
-24,735
-24,248
-25,436
-24,305
-24,358
1,501
-22,872
-22,195
-22,714
-23,300
-22,963
1,993
1,813
4,210
4,217
-6,442
-6,442
4,277
4,277
4,167
4,167
4,125
4,114
4,089
4,082
4,082
2,088
4,082
2,088
0
02,0884,0822,0884,0824,0824,0894,1144,1254,1674,1674,2774,277-6,442-6,4424,2174,2101,8131,993-22,963-23,300-22,714-22,195-22,8721,501-24,358-24,305-25,436-24,248-24,735-51,523-53,800-53,217-53,787-53,534-53,2682,074-666-28,515-983-27,679-27,968-4,075-4,509-4,2627,6775,8884,1072,94310,5282,01410,0826,3357,4947,5866,4736,6978,9909,82410,825546-46,770-40,54321,32123,72924,82925,26625,01625,17525,20423,68023,71125,69724,35223,80023,58626,7003,620001,0471,283
   > Long-term Liabilities 
0
0
0
0
27,700
27,800
27,500
25,200
44,900
46,200
48,600
49,800
58,100
56,800
65,300
58,600
69,200
89,400
101,400
126,100
138,200
145,990
152,596
153,071
151,576
148,809
148,719
147,733
147,628
147,946
148,074
149,390
145,389
145,502
150,343
151,340
150,791
159,523
162,024
159,533
179,915
188,630
235,727
252,922
232,684
0
259,412
262,964
323,970
326,530
321,695
332,483
297,500
309,333
307,067
321,185
325,308
298,891
383,272
380,026
392,703
391,539
390,013
364,064
362,947
361,419
359,385
369,330
369,084
388,924
387,476
386,392
383,966
379,462
367,521
335,152
332,361
325,261
324,223
323,922
322,229
345,978
345,978322,229323,922324,223325,261332,361335,152367,521379,462383,966386,392387,476388,924369,084369,330359,385361,419362,947364,064390,013391,539392,703380,026383,272298,891325,308321,185307,067309,333297,500332,483321,695326,530323,970262,964259,4120232,684252,922235,727188,630179,915159,533162,024159,523150,791151,340150,343145,502145,389149,390148,074147,946147,628147,733148,719148,809151,576153,071152,596145,990138,200126,100101,40089,40069,20058,60065,30056,80058,10049,80048,60046,20044,90025,20027,50027,80027,7000000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
78,204
84,798
0
0
0
0
0
0
0
0
187,964
234,154
232,351
231,165
0
257,032
261,335
321,994
324,878
319,373
0
295,061
307,017
303,662
318,915
322,991
297,319
380,701
378,165
390,342
388,724
387,661
362,063
360,550
358,634
357,315
10,719
10,719
10,719
10,719
10,719
0
0
0
7,610
7,554
2,546
2,135
0
0
0
0002,1352,5467,5547,61000010,71910,71910,71910,71910,719357,315358,634360,550362,063387,661388,724390,342378,165380,701297,319322,991318,915303,662307,017295,0610319,373324,878321,994261,335257,0320231,165232,351234,154187,9640000000084,79878,2040000000000000000000000000000000
       Other Liabilities 
0
0
0
0
0
100
0
0
0
0
0
0
0
0
0
0
0
0
0
934
689
0
0
0
0
0
0
0
0
0
0
2,014
1,368
2,943
4,107
5,628
7,289
4,970
7,739
7,650
7,991
0
0
0
0
1,221
0
0
0
1,652
0
0
0
2,316
3,406
2,270
2,318
1,572
2,571
1,862
2,361
2,815
2,352
2,001
2,397
2,785
2,070
1,559
1,362
1,964
1,419
1,698
1,608
1,553
1,843
1,892
2,079
2,233
0
2,703
0
0
002,70302,2332,0791,8921,8431,5531,6081,6981,4191,9641,3621,5592,0702,7852,3972,0012,3522,8152,3611,8622,5711,5722,3182,2703,4062,3160001,6520001,22100007,9917,6507,7394,9707,2895,6284,1072,9431,3682,0140000000000689934000000000000010000000
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5,405
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000000000000000000000005,405000000000000000000000000000000000000000000000
> Total Stockholder Equity
0
0
0
0
39,846
39,747
44,125
44,374
43,814
43,216
42,248
42,337
42,024
42,022
41,722
42,045
41,324
40,186
38,703
38,897
37,222
36,315
35,675
35,771
35,106
38,180
40,410
40,743
39,767
38,941
38,027
38,284
36,972
34,936
32,552
30,698
28,783
29,942
27,276
28,312
26,371
25,873
25,978
27,889
27,133
23,377
26,360
25,025
51,031
49,026
49,263
49,683
84,326
79,010
74,701
73,669
70,670
93,020
91,400
91,216
88,233
81,825
78,637
104,676
107,738
102,424
86,280
71,286
61,236
49,084
43,158
41,934
39,736
21,262
21,044
47,463
48,790
52,254
53,927
55,547
51,739
49,230
49,23051,73955,54753,92752,25448,79047,46321,04421,26239,73641,93443,15849,08461,23671,28686,280102,424107,738104,67678,63781,82588,23391,21691,40093,02070,67073,66974,70179,01084,32649,68349,26349,02651,03125,02526,36023,37727,13327,88925,97825,87326,37128,31227,27629,94228,78330,69832,55234,93636,97238,28438,02738,94139,76740,74340,41038,18035,10635,77135,67536,31537,22238,89738,70340,18641,32442,04541,72242,02242,02442,33742,24843,21643,81444,37444,12539,74739,8460000
   Common Stock
0
0
0
0
0
60
67
67
67
67
67
67
67
67
68
68
69
69
69
69
69
69
70
70
70
91
95
95
95
95
96
97
97
100
100
100
100
100
101
102
102
102
102
104
104
106
106
109
145
145
149
149
149
145
138
138
138
141
141
141
142
142
142
142
142
143
148
149
149
150
152
167
167
174
178
182
187
190
192
193
197
197
1971971931921901871821781741671671521501491491481431421421421421421411411411381381381451491491491451451091061061041041021021021021011001001001001009797969595959591707070696969696969686867676767676767676000000
   Retained Earnings Total Equity
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
-18,009
-19,320
0
0
0
0
0
0
34,898
32,264
-32,211
-31,889
-30,240
-31,129
27,510
-35,555
-34,939
-32,209
-33,891
-34,675
-34,263
-37,399
-39,546
-39,143
-40,229
-43,294
-48,766
-50,558
-50,812
-55,632
-61,052
-64,406
-66,820
-68,687
-73,991
-90,134
-105,130
-115,173
-127,197
-134,074
-135,245
0
0
0
-127,843
-126,072
-120,985
-119,573
0
0
0
000-119,573-120,985-126,072-127,843000-135,245-134,074-127,197-115,173-105,130-90,134-73,991-68,687-66,820-64,406-61,052-55,632-50,812-50,558-48,766-43,294-40,229-39,143-39,546-37,399-34,263-34,675-33,891-32,209-34,939-35,55527,510-31,129-30,240-31,889-32,21132,26434,898000000-19,320-18,0090000000000000000000000000000000
   Accumulated Other Comprehensive Income 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
-27,688
-29,478
-31,440
-33,356
-35,507
-37,526
-39,542
-41,375
-42,332
-44,346
-858,640
-47,895
-49,909
-52,011
-54,009
-56,080
0
-12,395,744
-12,458
32,264
-60,242
-60,242
33,917
32,916
27,510
27,574
29,025
54,901
52,858
52,182
0
0
0
68
0
-96,563
0
0
0
0
196
0
0
0
0
0
0
0
0
0
110
6,476
4,718
0
0
0
0
0
-14,641
-15
-14,641
-14,641-15-14,641000004,7186,4761100000000001960000-96,56306800052,18252,85854,90129,02527,57427,51032,91633,917-60,242-60,24232,264-12,458-12,395,7440-56,080-54,009-52,011-49,909-47,895-858,640-44,346-42,332-41,375-39,542-37,526-35,507-33,356-31,440-29,478-27,688000000000000000000000
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
56,196
56,196
0
0
0
0
0
0
0
0
57,534
57,764
58,025
58,158
0
58,930
59,855
82,767
82,749
83,789
0
121,560
118,395
118,496
118,497
118,502
146,249
146,360
146,368
148,141
147,085
147,184
175,558
180,415
180,516
180,258
180,200
180,135
180,190
180,617
180,495
0
0
0
178,066
177,567
175,611
175,823
0
0
0
000175,823175,611177,567178,066000180,495180,617180,190180,135180,200180,258180,516180,415175,558147,184147,085148,141146,368146,360146,249118,502118,497118,496118,395121,560083,78982,74982,76759,85558,930058,15858,02557,76457,5340000000056,19656,1960000000000000000000000000000000
   Treasury Stock000000000000000000000-4,447-4,511-4,573-4,633-4,693-4,753-4,874000-52,182-52,858-54,901-29,025-27,574-27,510-32,916-33,917-31,814-31,171-32,264-34,898000000000000000000000000000000000000000
   Other Stockholders Equity 
0
0
0
0
39,846
42,221
47,760
47,760
47,760
47,760
47,789
47,890
47,919
47,947
48,187
48,231
48,293
48,322
48,501
9,740,916
11,442,748
76,275
78,113
80,104
82,049
88,051
93,075
95,168
97,029
98,015
100,104
-24,085,164
-25,122,439
106,820
-25,371,086
-13,974,639
-14,043,381
57,021
57,303
57,384
57,501
117,776
57,764
58,025
58,158
-35,388
58,660
59,855
82,767
82,772
83,789
83,797
121,560
118,395
113,621
113,744
210,372
141,616
141,787
141,857
143,694
142,705
142,872
171,312
176,240
176,410
176,222
176,224
176,217
176,554
177,037
176,970
170,534
169,143
174,996
175,084
174,635
173,010
173,268
188,389
173,880
187,810
187,810173,880188,389173,268173,010174,635175,084174,996169,143170,534176,970177,037176,554176,217176,224176,222176,410176,240171,312142,872142,705143,694141,857141,787141,616210,372113,744113,621118,395121,56083,79783,78982,77282,76759,85558,660-35,38858,15858,02557,764117,77657,50157,38457,30357,021-14,043,381-13,974,639-25,371,086106,820-25,122,439-24,085,164100,10498,01597,02995,16893,07588,05182,04980,10478,11376,27511,442,7489,740,91648,50148,32248,29348,23148,18747,94747,91947,89047,78947,76047,76047,76047,76042,22139,8460000



Balance Sheet

All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue173,838
Cost of Revenue-147,839
Gross Profit25,99925,999
 
Operating Income (+$)
Gross Profit25,999
Operating Expense-7,816
Operating Income18,18318,183
 
Operating Expense (+$)
Research Development0
Selling General Administrative7,078,222
Selling And Marketing Expenses0
Operating Expense7,8167,078,222
 
Net Interest Income (+$)
Interest Income689
Interest Expense-17,588
Other Finance Cost-227
Net Interest Income-16,672
 
Pretax Income (+$)
Operating Income18,183
Net Interest Income-16,672
Other Non-Operating Income Expenses0
Income Before Tax (EBT)3,50532,861
EBIT - interestExpense = 595
3,636
21,530
Interest Expense17,588
Earnings Before Interest and Taxes (EBIT)18,18321,093
Earnings Before Interest and Taxes (EBITDA)36,972
 
After tax Income (+$)
Income Before Tax3,505
Tax Provision-166
Net Income From Continuing Ops9,7723,339
Net Income3,941
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses155,655
Total Other Income/Expenses Net-14,67816,672
 

Technical Analysis of Sotherly Hotels Inc
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Sotherly Hotels Inc. The general trend of Sotherly Hotels Inc is BEARISH with 28.6% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Sotherly Hotels Inc's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-28.6%) Bearish trend (28.6%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Sotherly Hotels Inc.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: 1.65 < 1.67 < 1.72.

The bearish price targets are: 1.48 > 1.34 > 1.33.

Tweet this
Sotherly Hotels Inc Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Sotherly Hotels Inc. The current mas is .

The long score for the Moving Averages is 5/14.
The longshort score for the Moving Averages is -4/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 < MA 200: The MA 20 is lower than the MA 200. -1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 < MA 100: The MA 50 is lower than the MA 100. -1
  • MA 50 < MA 200: The MA 50 is lower than the MA 200. -1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 < MA 200: The MA 100 is lower than the MA 200. -1
  • MA 200 trending down: The MA 200 is trending down. -1
  • Close < MA 200: The price is below the MA 200. -1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Sotherly Hotels Inc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Sotherly Hotels Inc. The current macd is 0.01439206.

The long score for the Moving Average Convergence/Divergence (MACD) is 4/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 4/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Sotherly Hotels Inc price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Sotherly Hotels Inc. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Sotherly Hotels Inc price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Sotherly Hotels Inc Daily Moving Average Convergence/Divergence (MACD) ChartSotherly Hotels Inc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Sotherly Hotels Inc. The current adx is 25.42.

The long score for the Directional Movement Index (DMI) is 4/7.
The longshort score for the Directional Movement Index (DMI) is 4/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Sotherly Hotels Inc shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bullish trend. The ADX is trending up, so the bullish trend is strengthening.
Sotherly Hotels Inc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Sotherly Hotels Inc. The current sar is 1.35802195.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Sotherly Hotels Inc Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Sotherly Hotels Inc. The current rsi is 56.63. The current phase is Correction in bear market.

The long score for the Relative Strength Index (RSI) is 3/13.
The longshort score for the Relative Strength Index (RSI) is 2/(-13 +13).

  • Correction in bear market: Extended price decline in a downtrend, significant pullback. Consider reducing exposure, wait for signs of trend reversal.
  • Trending down: The RSI is trending down. -1
Sotherly Hotels Inc Daily Relative Strength Index (RSI) ChartSotherly Hotels Inc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Sotherly Hotels Inc. The current phase is Correction in bear market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 2/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Sotherly Hotels Inc price going up in the near term. +2
  • Trending down: The STOCH %K is trending down. -1
Sotherly Hotels Inc Daily Stochastic Oscillator ChartSotherly Hotels Inc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Sotherly Hotels Inc. The current cci is 143.61.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Sotherly Hotels Inc Daily Commodity Channel Index (CCI) ChartSotherly Hotels Inc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Sotherly Hotels Inc. The current cmo is 16.32.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Sotherly Hotels Inc Daily Chande Momentum Oscillator (CMO) ChartSotherly Hotels Inc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Sotherly Hotels Inc. The current willr is -31.25.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that Sotherly Hotels Inc is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
Sotherly Hotels Inc Daily Williams %R ChartSotherly Hotels Inc Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Sotherly Hotels Inc.

Sotherly Hotels Inc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Sotherly Hotels Inc. The current atr is 0.06497267.

Sotherly Hotels Inc Daily Average True Range (ATR) ChartSotherly Hotels Inc Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Sotherly Hotels Inc. The current obv is 1,232,459.

Sotherly Hotels Inc Daily On-Balance Volume (OBV) ChartSotherly Hotels Inc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Sotherly Hotels Inc. The current mfi is 75.71.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
Sotherly Hotels Inc Daily Money Flow Index (MFI) ChartSotherly Hotels Inc Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Sotherly Hotels Inc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-06STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-08STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-09STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-10DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2023-11-14STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-15CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-11-16DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-17CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-11-20DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-11-21MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2023-11-22WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-11-27STOCH SHORT EXITThe %K line crosses above the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2023-11-28STOCH LONG EXITThe %K line crosses below the %D line.
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2023-11-29STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-30STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-12-01RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-04CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-05STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-06CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-12-08STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-11STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-12STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-13SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2023-12-14MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-15WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-18DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-20STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-21CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-26STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-29SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-02STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-03STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-05MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-09STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-11STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-12WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-01-16DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-01-17STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-23STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-24STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-25MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-01-30MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-31DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-02-06STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-07STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-08MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-02-09MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-13STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-14STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-15CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-16STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-20CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-02-21STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-22DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-02-27STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-28CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-29STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-01SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-03-04STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-05SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-03-06STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-07STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-11STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-13STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-15STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-18CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-19MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-03-20MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-22SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-03-25STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-26CCI LONG ENTRY SHORT CLOSE100 crossover to upside
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-03-27STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside

6.3. Candlestick Patterns

Sotherly Hotels Inc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Sotherly Hotels Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5056.630
Ma 20Greater thanMa 501.414
Ma 50Greater thanMa 1001.391
Ma 100Greater thanMa 2001.456
OpenGreater thanClose1.489
Total3/5 (60.0%)
Penke

Good job! You gained 25 XP and 0   0   10 . What's next:

  • Share my analysis of Sotherly Hotels Inc with someone you think should read this too:
  • Are you bullish or bearish on Sotherly Hotels Inc? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about Sotherly Hotels Inc? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about Sotherly Hotels Inc

I send you an email if I find something interesting about Sotherly Hotels Inc.


Comments

How you think about this?

Leave a comment

Stay informed about Sotherly Hotels Inc.

Receive notifications about Sotherly Hotels Inc in your mailbox!