Event-Driven Stocks

Sotherly Hotels Inc.

SOHOOOTC

Real Estate · Real Estate Investment Trusts · MD · SEC filings ↗ · Compare ⊕

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Signs● 3 good● 3 warning● 1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$176.4M$181.9M$173.8M$166.1M$127.6M$71.5M
Operating income$6.1M$5.7M$18.9M$20.6M−$2.1M−$1.8M
Net income−$7.7M$1.3M$3.9M$32.5M−$26.2M−$49.2M
Total assets$407.9M$414.4M$393.4M$406.6M$436.1M$473.0M
Total liabilities$379.7M$372.8M$345.5M$355.0M$419.5M$428.8M
Equity$28.3M$43.1M$49.2M$52.3M$21.3M$49.6M
EPS (diluted)$0.13$-0.03$-0.22$1.40$-2.15$-4.05
Shares out.20.1M19.8M19.2M17.6M15.2M14.8M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
3.5%
Net margin
−4.4%
Return on equity
−27.2%
Return on assets
−1.9%
Return on capital (ROCE)
—
Liabilities / assets
93.1%
Debt / equity
13.43×
Book value / share
$1.40
Revenue growth (YoY)
−3.0%
Net income growth (YoY)
−690.2%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
−4.4%clean
Piotroski F-Score
3/8weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
48
/ 100
Profitability 25Growth 0Catalyst 67Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

● 1 severe● 3 warning● 3 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Reported a net loss
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20264,35518.4-7.3%
Apr 30, 20264,6965.8-13.3%
Apr 15, 20265,4132.2-2.3%
Mar 31, 20265,5421.1+279.6%
Mar 13, 20261,4601.0-83.2%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

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