REIT - Hotel & Motel
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SOHO vs INN
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Hotel & Motel
SOHO vs INN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Hotel & Motel | REIT - Hotel & Motel |
| Market Cap | $46M | $588M |
| Revenue (TTM) | $179M | $730M |
| Net Income (TTM) | $-310K | $-16M |
| Gross Margin | 25.0% | -16.6% |
| Operating Margin | 9.6% | 7.6% |
| Total Debt | $340M | $1.42B |
| Cash & Equiv. | $7M | $36M |
SOHO vs INN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Feb 26 | Return |
|---|---|---|---|
| Sotherly Hotels Inc. (SOHO) | 100 | 76.5 | -23.5% |
| Summit Hotel Proper… (INN) | 100 | 70.7 | -29.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SOHO vs INN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SOHO carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.52, yield 18.3%
- Rev growth 4.6%, EPS growth -54.5%, 3Y rev CAGR 12.5%
- -26.4% 10Y total return vs INN's -28.1%
In this particular matchup, INN is outpaced on most metrics by others in the set.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.6% FFO/revenue growth vs INN's -0.3% | |
| Value | Better valuation composite | |
| Quality / Margins | -0.2% margin vs INN's -2.2% | |
| Stability / Safety | Beta 0.52 vs INN's 1.35 | |
| Dividends | 18.3% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +199.2% vs INN's +38.5% | |
| Efficiency (ROA) | -0.1% ROA vs INN's -0.6%, ROIC 4.3% vs 1.7% |
SOHO vs INN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SOHO vs INN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SOHO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
INN is the larger business by revenue, generating $730M annually — 4.1x SOHO's $179M. Profitability is closely matched — net margins range from -0.2% (SOHO) to -2.2% (INN). On growth, INN holds the edge at +0.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $179M | $730M |
| EBITDAEarnings before interest/tax | $37M | $242M |
| Net IncomeAfter-tax profit | -$310,423 | -$16M |
| Free Cash FlowCash after capex | $7M | $132M |
| Gross MarginGross profit ÷ Revenue | +25.0% | -16.6% |
| Operating MarginEBIT ÷ Revenue | +9.6% | +7.6% |
| Net MarginNet income ÷ Revenue | -0.2% | -2.2% |
| FCF MarginFCF ÷ Revenue | +4.1% | +18.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -6.6% | +0.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.9% | -150.0% |
Valuation Metrics
INN leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, INN's 9.4x EV/EBITDA is more attractive than SOHO's 9.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $46M | $588M |
| Enterprise ValueMkt cap + debt − cash | $379M | $2.0B |
| Trailing P/EPrice ÷ TTM EPS | -6.62x | -24.55x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 9.47x | 9.35x |
| Price / SalesMarket cap ÷ Revenue | 0.25x | 0.81x |
| Price / BookPrice ÷ Book value/share | 1.05x | 0.45x |
| Price / FCFMarket cap ÷ FCF | 1.78x | 7.99x |
Profitability & Efficiency
SOHO leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
SOHO delivers a -0.7% return on equity — every $100 of shareholder capital generates $-1 in annual profit, vs $-1 for INN. INN carries lower financial leverage with a 1.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to SOHO's 8.18x. On the Piotroski fundamental quality scale (0–9), INN scores 5/9 vs SOHO's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -0.7% | -1.3% |
| ROA (TTM)Return on assets | -0.1% | -0.6% |
| ROICReturn on invested capital | +4.3% | +1.7% |
| ROCEReturn on capital employed | +5.6% | +2.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 8.18x | 1.11x |
| Net DebtTotal debt minus cash | $333M | $1.4B |
| Cash & Equiv.Liquid assets | $7M | $36M |
| Total DebtShort + long-term debt | $340M | $1.4B |
| Interest CoverageEBIT ÷ Interest expense | 0.99x | 0.87x |
Total Returns (Dividends Reinvested)
SOHO leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SOHO five years ago would be worth $6,637 today (with dividends reinvested), compared to $6,387 for INN. Over the past 12 months, SOHO leads with a +199.2% total return vs INN's +38.5%. The 3-year compound annual growth rate (CAGR) favors SOHO at 6.5% vs INN's -2.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +5.1% | +12.5% |
| 1-Year ReturnPast 12 months | +199.2% | +38.5% |
| 3-Year ReturnCumulative with dividends | +20.6% | -7.0% |
| 5-Year ReturnCumulative with dividends | -33.6% | -36.1% |
| 10-Year ReturnCumulative with dividends | -26.4% | -28.1% |
| CAGR (3Y)Annualised 3-year return | +6.5% | -2.4% |
Risk & Volatility
SOHO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SOHO is the less volatile stock with a 0.52 beta — it tends to amplify market swings less than INN's 1.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SOHO currently trades 100.0% from its 52-week high vs INN's 90.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.52x | 1.35x |
| 52-Week HighHighest price in past year | $2.25 | $6.00 |
| 52-Week LowLowest price in past year | $0.68 | $3.98 |
| % of 52W HighCurrent price vs 52-week peak | +100.0% | +90.0% |
| RSI (14)Momentum oscillator 0–100 | 68.0 | 68.7 |
| Avg Volume (50D)Average daily shares traded | 0 | 1.4M |
Analyst Outlook
INN leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
SOHO is the only dividend payer here at 18.26% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $5.17 |
| # AnalystsCovering analysts | — | 14 |
| Dividend YieldAnnual dividend ÷ price | +18.3% | — |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.41 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.0% |
SOHO leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). INN leads in 2 (Valuation Metrics, Analyst Outlook).
SOHO vs INN: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is SOHO or INN a better buy right now?
For growth investors, Sotherly Hotels Inc.
(SOHO) is the stronger pick with 4. 6% revenue growth year-over-year, versus -0. 3% for Summit Hotel Properties, Inc. (INN). Analysts rate Summit Hotel Properties, Inc. (INN) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — SOHO or INN?
Over the past 5 years, Sotherly Hotels Inc.
(SOHO) delivered a total return of -33. 6%, compared to -36. 1% for Summit Hotel Properties, Inc. (INN). Over 10 years, the gap is even starker: SOHO returned -26. 4% versus INN's -28. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — SOHO or INN?
By beta (market sensitivity over 5 years), Sotherly Hotels Inc.
(SOHO) is the lower-risk stock at 0. 52β versus Summit Hotel Properties, Inc. 's 1. 35β — meaning INN is approximately 160% more volatile than SOHO relative to the S&P 500. On balance sheet safety, Summit Hotel Properties, Inc. (INN) carries a lower debt/equity ratio of 111% versus 8% for Sotherly Hotels Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — SOHO or INN?
By revenue growth (latest reported year), Sotherly Hotels Inc.
(SOHO) is pulling ahead at 4. 6% versus -0. 3% for Summit Hotel Properties, Inc. (INN). On earnings-per-share growth, the picture is similar: Sotherly Hotels Inc. grew EPS -54. 5% year-over-year, compared to -215. 8% for Summit Hotel Properties, Inc.. Over a 3-year CAGR, SOHO leads at 12. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — SOHO or INN?
Sotherly Hotels Inc.
(SOHO) is the more profitable company, earning 0. 7% net margin versus -1. 1% for Summit Hotel Properties, Inc. — meaning it keeps 0. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SOHO leads at 11. 4% versus 8. 4% for INN. At the gross margin level — before operating expenses — SOHO leads at 25. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — SOHO or INN?
In this comparison, SOHO (18.
3% yield) pays a dividend. INN does not pay a meaningful dividend and should not be held primarily for income.
07Is SOHO or INN better for a retirement portfolio?
For long-horizon retirement investors, Sotherly Hotels Inc.
(SOHO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 52), 18. 3% yield). Both have compounded well over 10 years (SOHO: -26. 4%, INN: -28. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between SOHO and INN?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SOHO is a small-cap income-oriented stock; INN is a small-cap quality compounder stock. SOHO pays a dividend while INN does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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