Sotherly Hotels Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Sotherly Hotels Inc (SOHO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Sotherly Hotels Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 179M vs 6,474M combined for tracked competitors (2.7% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-15.1% annualized vs trailing 12 months), vs holding steady (+0.4%) for its tracked peer group.
- Growth: Sotherly Hotels Inc generated -6.6% revenue growth year over year in Q3 2025, vs -2.7% for its tracked competitors combined.
- Profitability: Its -14.6% net margin compares with -3.5% for the peer group.
- Peer revenue share: Sotherly Hotels Inc accounted for 2.3% of combined revenue among its tracked peer group, down from 2.4% a year earlier.
- Peer differentiation: Revenue per employee of $25.58M compares with $22.71M for the peer group (1.1x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
SOHO Sales vs. its Competitors, Q3 2025
Sotherly Hotels Inc reported revenue contraction of 6.60 % year on year in Q3 2025, below its competitors' combined revenue change of -2.72 %.
With a net margin of -14.62 %, Sotherly Hotels Inc reported lower profitability than its competitors (-3.46 %).
Sotherly Hotels Inc generated 2.29 % of the combined sales of its peer group, down from 2.38 % a year earlier.
Sotherly Hotels Inc vs. its Competitors, Q3 2025
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Sotherly Hotels Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Sotherly Hotels Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Sotherly Hotels Inc's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -0.8% year over year, combined, vs -6.6% for Sotherly Hotels Inc. Sotherly Hotels Inc's share of combined industry revenue moved from 0.06% to 0.05%, a gain of 0.00 percentage points.
Sotherly Hotels Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Sotherly Hotels Inc | - | - | - | Yes |
| Competitors combined (6) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
SOHO Stock Performance relative to its Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Chatham Lodging Trust | 282.9% | Outperformed |
| 2 | Pebblebrook Hotel Trust | 282.9% | Outperformed |
| 3 | Rlj Lodging Trust | 282.9% | Outperformed |
| 4 | Apple Hospitality Reit Inc | 282.9% | Outperformed |
| 5 | Summit Hotel Properties inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Sotherly Hotels Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Sotherly Hotels Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Sotherly Hotels Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Sotherly Hotels Inc | 45.89 | 179.07 |
| Apple Hospitality Reit Inc | 3,849.26 | 1,419.90 |
| Pebblebrook Hotel Trust | 2,375.59 | 1,475.93 |
| Rlj Lodging Trust | 1,664.74 | 1,381.60 |
| Chatham Lodging Trust | 635.81 | 301.45 |
| Summit Hotel Properties inc | 621.16 | 736.15 |
| SUBTOTAL | 9,211.90 | 6,652.59 |
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Sources: Sotherly Hotels Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Sotherly Hotels Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Sotherly Hotels Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Apple Hospitality Reit Inc | Reportable Segment 100.00 % |
| Rlj Lodging Trust | Reportable 100.00 % |
| Chatham Lodging Trust | Hotel Level 99.72 % |
| Summit Hotel Properties inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sotherly Hotels Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Sotherly Hotels Inc | 46 | 25,581,582 | -55,149 |
| Apple Hospitality Reit Inc | 3,849 | 22,185,984 | 2,738,609 |
| Pebblebrook Hotel Trust | 2,376 | 28,383,212 | -824,192 |
| Rlj Lodging Trust | 1,665 | 18,421,373 | 369,733 |
| Chatham Lodging Trust | 636 | 18,840,875 | 763,063 |
| Summit Hotel Properties inc | 621 | 9,437,808 | -59,000 |
| PEERS TOTAL | 9,166 | 22,714,091 | 344,393 |
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Sotherly Hotels Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 182 companies in Sotherly Hotels Inc's industry classification, broader than the peer set above. Market cap in millions of $.Sotherly Hotels Inc ranks #0 of 182 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 417, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Welltower Inc | 169,817 | 11.86 % |
| 2 | Prologis Inc | 126,843 | 8.86 % |
| 3 | Equinix Inc | 101,124 | 7.07 % |
| 4 | American Tower Corporation | 78,291 | 5.47 % |
| 5 | Simon Property Group inc | 1,234 | 5.2% |
| 6 | Digital Realty Trust Inc | 1,234 | 5.2% |
| 7 | Realty Income Corporation | 1,234 | 5.2% |
| 8 | Public Storage | 1,234 | 5.2% |
| 9 | Ventas inc | 1,234 | 5.2% |
| 10 | Iron Mountain Inc | 1,234 | 5.2% |
| 0 | Sotherly Hotels Inc | 46 | 0.00 % |
Market cap and industry share for the rest of Sotherly Hotels Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-02-12.
Sotherly Hotels Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 15.50 % | 4.27 % | -61.51 % | 78.44 % | 30.17 % | 46.20 % | 4.64 % | - |
| Operating Margin | 11.28 % | 9.87 % | -41.61 % | -6.31 % | 12.38 % | 10.89 % | 11.35 % | - |
| Return on Invested Capital | 3.06 % | 3.78 % | -7.71 % | -6.49 % | 6.64 % | 3.73 % | 4.02 % | - |
| P/E | - | - | - | - | 1.5x | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Sotherly Hotels Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 417 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Sotherly Hotels Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Sotherly Hotels Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Sotherly Hotels Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-15.1% annualized vs trailing 12 months).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (40.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Sotherly Hotels Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Sotherly Hotels Inc | 0.03 | 1.04 | 1.88 |
| Apple Hospitality Reit Inc | 0.19 | 0.65 | 0.49 |
| Pebblebrook Hotel Trust | 1.00 | 1.28 | 0.83 |
| Rlj Lodging Trust | 3.47 | 4.30 | 1.07 |
| Chatham Lodging Trust | 0.53 | 0.63 | 0.27 |
| Summit Hotel Properties inc | 4.91 | 12.88 | 1.15 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Sotherly Hotels Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Sotherly Hotels Inc | Q3 2025 | -6.6 % | - |
| Apple Hospitality Reit Inc | Q2 2026 | -0.7 % | +5.4 % |
| Pebblebrook Hotel Trust | Q2 2026 | -6.1 % | +29.2 % |
| Rlj Lodging Trust | Q2 2026 | +5.5 % | +9.4 % |
| Chatham Lodging Trust | Q2 2026 | +9.4 % | +53.8 % |
| Summit Hotel Properties inc | Q2 2026 | +3.2 % | +377.9 % |
| PEERS TOTAL | +3.8 % | +219.8 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Sotherly Hotels Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Sotherly Hotels Inc | Q3 2025 | -4.3 % | -47.3 % |
| Apple Hospitality Reit Inc | Q2 2026 | +3.2 % | -87.9 % |
| Pebblebrook Hotel Trust | Q2 2026 | +20.0 % | -56.7 % |
| Rlj Lodging Trust | Q2 2026 | - | -41.2 % |
| Chatham Lodging Trust | Q2 2026 | - | -21.3 % |
| Summit Hotel Properties inc | Q2 2026 | - | -30.5 % |
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Sotherly Hotels Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Sotherly Hotels Inc | - | - | - |
| Apple Hospitality Reit Inc | 3.58% | 3.58% | 5.56% |
| Pebblebrook Hotel Trust | - | - | - |
| Rlj Lodging Trust | 0.57% | 0.57% | 1.27% |
| Chatham Lodging Trust | 1.01% | 1.00% | 1.58% |
| Summit Hotel Properties inc | - | - | - |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Sotherly Hotels Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Sotherly Hotels Inc | - | 0.26 |
| Apple Hospitality Reit Inc | 22.33 | 2.71 |
| Pebblebrook Hotel Trust | - | 1.61 |
| Rlj Lodging Trust | 14,277.82 | 1.20 |
| Chatham Lodging Trust | 165.88 | 2.11 |
| Summit Hotel Properties inc | - | 0.84 |
| PEERS AVERAGE | 94.22 | 1.38 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.