GNE vs SOHOB

Comparison between Genie Energy Ltd - Class B (GNE, Company) and Sotherly Hotels Inc (SOHOB, Company).

GNE is from the Utilities sector, while SOHOB is from the Real Estate sector.

5-Year PerformanceGNE has outperformed SOHOB, delivering a return of +20.3% compared to -7.6%

GNE vs SOHOB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GNE(COMPANY)	SOHOB(COMPANY)
Market Cap	$381M	$381M
Max Drawdown	77.92%	90.36%
Sharpe Ratio	-1.50	-0.26
5Y Beta	0.50	N/A
Industry	Utilities - Regulated Electric	Reit - Hotel & Motel
P/E Ratio	16.83	-1766.61
PEG Ratio	N/A	0.00
Dividend Yield	2.14%	N/A
5Y Dividends CAGR	12.03%	31.95%
5Y EPS CAGR	N/A	-66.75%
Debt to Equity	2.71%	872.00%
Free Cash Flow Yield	5.96%	3.74%
P/S Ratio	N/A	0.46

Market Cap

Winner

GNE

$381M

SOHOB

$381M

Max Drawdown

Winner

GNE

77.92%

SOHOB

90.36%

Sharpe Ratio

GNE

-1.50

Winner

SOHOB

-0.26

5Y Beta

GNE

0.50

SOHOB

N/A

Industry

GNE

Utilities - Regulated Electric

SOHOB

Reit - Hotel & Motel

P/E Ratio

GNE

16.83

Winner

SOHOB

-1766.61

PEG Ratio

GNE

N/A

SOHOB

0.00

Dividend Yield

GNE

2.14%

SOHOB

N/A

5Y Dividends CAGR

GNE

12.03%

Winner

SOHOB

31.95%

5Y EPS CAGR

GNE

N/A

SOHOB

-66.75%

Debt to Equity

Winner

GNE

2.71%

SOHOB

872.00%

Free Cash Flow Yield

Winner

GNE

5.96%

SOHOB

3.74%

P/S Ratio

GNE

N/A

SOHOB

0.46

GNE vs SOHOB - Historical Returns

Returns include dividend reinvestment.

Period	GNE	SOHOB
1 month	+1.73%	+11.21%
3 months	+1.91%	-21.04%
6 months	+3.11%	-41.18%
1 year	-48.23%	-35.66%
5 years(CAGR)	+20.34%	-7.60%
10 years(CAGR)	+11.61%	-3.74%
Max(CAGR)	+6.26%	-3.74%

GNE

+1.73%

Winner

SOHOB

+11.21%

Winner

GNE

+1.91%

SOHOB

-21.04%

Winner

GNE

+3.11%

SOHOB

-41.18%

GNE

-48.23%

Winner

SOHOB

-35.66%

5Y(CAGR)

Winner

GNE

+20.34%

SOHOB

-7.60%

10Y(CAGR)

Winner

GNE

+11.61%

SOHOB

-3.74%

Max(CAGR)

Winner

GNE

+6.26%

SOHOB

-3.74%

GNE vs SOHOB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	GNE	SOHOB
2026	+4.47%	-41.18%
2025	-9.18%	+11.19%
2024	-44.12%	-10.28%
2023	+188.38%	+11.56%
2022	+93.21%	+32.22%
2021	-22.71%	+48.91%
2020	-0.82%	-56.08%
2019	+25.03%	+18.19%
2018	+37.68%	+5.26%
2017	-22.02%	+8.80%
2016	-42.38%	+2.62%
2015	+83.13%	N/A
2014	-39.05%	N/A
2013	+42.40%	N/A
2012	-10.16%	N/A
2011	-7.21%	N/A

GNE vs SOHOB Drawdown Comparison

The maximum drawdown for GNE was -75.11%, occurring on Apr 13, 2018. Recovery took 2342 trading sessions.

The maximum drawdown for SOHOB was -90.29%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current GNE drawdown is -51.55%. The current SOHOB drawdown is -49.56%.

Rank	GNE	SOHOB
#1	-75.11% Dec 5, 2013 - Mar 28, 2023	-90.29% Jan 23, 2020 - Mar 18, 2020
#2	-55.52% Dec 26, 2023 - May 14, 2026	-8.99% Sep 28, 2016 - Mar 9, 2017
#3	-46.87% Feb 6, 2012 - Apr 3, 2013	-8.84% Oct 16, 2018 - Apr 1, 2019
#4	-30.22% Apr 3, 2013 - Nov 18, 2013	-4.84% Jan 17, 2018 - Jun 21, 2018
#5	-25.49% Oct 28, 2011 - Jan 10, 2012	-3.19% Jun 17, 2019 - Sep 24, 2019
#6	-18.58% Apr 12, 2023 - Oct 9, 2023	-2.96% Mar 31, 2017 - Jul 5, 2017
#7	-7.73% Nov 27, 2023 - Dec 7, 2023	-2.95% Apr 29, 2019 - May 22, 2019
#8	-7.32% Nov 27, 2013 - Dec 5, 2013	-2.50% Jul 31, 2017 - Nov 27, 2017
#9	-7.12% Nov 6, 2023 - Nov 9, 2023	-2.03% Dec 27, 2019 - Jan 23, 2020
#10	-5.89% Oct 17, 2023 - Oct 30, 2023	-1.95% Jan 11, 2018 - Jan 17, 2018
#11	-5.84% Jan 25, 2012 - Jan 31, 2012	-1.79% Jul 30, 2018 - Aug 24, 2018
#12	-3.64% Nov 14, 2023 - Nov 22, 2023	-1.68% Aug 30, 2016 - Sep 23, 2016
#13	-3.63% Dec 19, 2023 - Dec 22, 2023	-1.56% Oct 15, 2019 - Oct 30, 2019
#14	-3.18% Nov 18, 2013 - Nov 22, 2013	-1.53% Sep 27, 2018 - Oct 12, 2018
#15	-2.08% Apr 4, 2023 - Apr 6, 2023	-1.39% Apr 5, 2019 - Apr 26, 2019

Correlation

Correlation between GNE and SOHOB is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2011 - 2026)

GNE vs SOHOB dividend yield comparison.

Year	GNE	SOHOB
2026	1.06%	0.00%
2025	2.18%	8.89%
2024	1.92%	11.76%
2023	1.07%	11.85%
2022	3.72%	0.00%
2021	1.44%	0.00%
2020	4.58%	0.00%
2019	3.88%	7.62%
2018	4.98%	8.08%
2017	6.88%	7.80%
2016	4.17%	2.79%
2015	1.08%	0.00%
2014	0.97%	0.00%
2012	1.87%	0.00%
2011	0.63%	0.00%