HGBL vs SOHO

Comparison between Heritage Global Inc (HGBL, Company) and Sotherly Hotels Inc (SOHO, Company).

HGBL is from the Financial Services sector, while SOHO is from the Real Estate sector.

5-Year PerformanceSOHO has outperformed HGBL, delivering a return of -7.2% compared to -15.1%

HGBL vs SOHO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGBL(COMPANY)	SOHO(COMPANY)
Market Cap	$46M	$46M
Max Drawdown	74.19%	94.32%
Sharpe Ratio	-1.02	1.08
5Y Beta	0.48	N/A
Industry	Capital Markets	Reit - Hotel & Motel
P/E Ratio	14.26	-214.01
Forward P/E	18.02	N/A
PEG Ratio	3.60	0.00
5Y Dividends CAGR	N/A	16.94%
5Y EPS CAGR	-21.56%	-66.75%
Debt to Equity	6.05%	872.00%
Free Cash Flow Yield	-1.69%	30.87%
P/S Ratio	0.90	0.52
P/B Ratio	0.68	1.26

Market Cap

Winner

HGBL

$46M

SOHO

$46M

Max Drawdown

Winner

HGBL

74.19%

SOHO

94.32%

Sharpe Ratio

HGBL

-1.02

Winner

SOHO

1.08

5Y Beta

HGBL

0.48

SOHO

N/A

Industry

HGBL

Capital Markets

SOHO

Reit - Hotel & Motel

P/E Ratio

HGBL

14.26

Winner

SOHO

-214.01

Forward P/E

HGBL

18.02

SOHO

N/A

PEG Ratio

HGBL

3.60

Winner

SOHO

0.00

5Y Dividends CAGR

HGBL

N/A

SOHO

16.94%

5Y EPS CAGR

Winner

HGBL

-21.56%

SOHO

-66.75%

Debt to Equity

Winner

HGBL

6.05%

SOHO

872.00%

Free Cash Flow Yield

HGBL

-1.69%

Winner

SOHO

30.87%

P/S Ratio

HGBL

0.90

Winner

SOHO

0.52

P/B Ratio

Winner

HGBL

0.68

SOHO

1.26

HGBL vs SOHO - Historical Returns

Returns include dividend reinvestment.

Period	HGBL	SOHO
1 month	+5.83%	+4.65%
3 months	+3.25%	+4.17%
6 months	-5.93%	+173.96%
1 year	-36.50%	+169.04%
5 years(CAGR)	-15.10%	-7.20%
10 years(CAGR)	+21.58%	-4.35%
Max(CAGR)	+19.38%	-3.02%

Winner

HGBL

+5.83%

SOHO

+4.65%

HGBL

+3.25%

Winner

SOHO

+4.17%

HGBL

-5.93%

Winner

SOHO

+173.96%

HGBL

-36.50%

Winner

SOHO

+169.04%

5Y(CAGR)

HGBL

-15.10%

Winner

SOHO

-7.20%

10Y(CAGR)

Winner

HGBL

+21.58%

SOHO

-4.35%

Max(CAGR)

Winner

HGBL

+19.38%

SOHO

-3.02%

HGBL vs SOHO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	HGBL	SOHO
2026	+3.25%	+5.14%
2025	-33.69%	+126.32%
2024	-32.73%	-39.32%
2023	+15.35%	-18.58%
2022	+32.02%	-14.22%
2021	-34.84%	-12.18%
2020	+180.00%	-59.51%
2019	+117.78%	+27.32%
2018	+1.00%	-6.18%
2017	-34.12%	-2.98%
2016	+135.00%	+18.78%
2015	N/A	-15.39%
2014	N/A	+31.95%
2013	N/A	+85.56%
2012	N/A	+48.87%
2011	N/A	+12.08%
2010	N/A	+3.44%
2009	N/A	+62.32%
2008	N/A	-81.68%
2007	N/A	-20.52%
2006	N/A	+9.37%
2005	N/A	+5.93%
2004	N/A	-0.60%

HGBL vs SOHO Drawdown Comparison

The maximum drawdown for HGBL was -74.19%, occurring on May 12, 2022. Recovery took 698 trading sessions.

The maximum drawdown for SOHO was -91.30%, occurring on Mar 3, 2009. Recovery took 2001 trading sessions.

The current HGBL drawdown is -68.49%. The current SOHO drawdown is -65.97%.

Rank	HGBL	SOHO
#1	-74.19% Aug 26, 2020 - Jun 6, 2023	-91.30% Jul 5, 2007 - Jun 16, 2015
#2	-70.97% Jul 17, 2023 - Mar 13, 2026	-90.54% Jun 12, 2019 - Apr 8, 2025
#3	-65.33% Jan 25, 2017 - Nov 5, 2018	-39.86% Jun 16, 2015 - Jun 21, 2018
#4	-62.57% Feb 5, 2016 - Aug 24, 2016	-23.40% Sep 18, 2018 - Feb 13, 2019
#5	-52.63% Nov 5, 2018 - Sep 23, 2019	-15.07% Feb 15, 2019 - Jun 10, 2019
#6	-44.23% Sep 2, 2016 - Jan 3, 2017	-12.50% Jul 27, 2005 - Oct 17, 2006
#7	-36.00% Oct 1, 2019 - May 5, 2020	-8.92% Dec 17, 2004 - Jun 28, 2005
#8	-19.54% Jan 19, 2016 - Feb 5, 2016	-4.71% May 31, 2007 - Jun 28, 2007
#9	-14.50% Jul 2, 2020 - Jul 24, 2020	-4.06% Jul 6, 2018 - Aug 21, 2018
#10	-12.82% May 5, 2020 - May 22, 2020	-3.79% Mar 15, 2007 - Apr 16, 2007
#11	-12.78% Jun 12, 2020 - Jun 19, 2020	-3.66% Mar 1, 2007 - Mar 15, 2007
#12	-12.50% Jun 6, 2023 - Jul 17, 2023	-3.49% Nov 8, 2006 - Dec 22, 2006
#13	-11.56% Jun 30, 2020 - Jul 2, 2020	-3.44% Dec 22, 2006 - Jan 11, 2007
#14	-9.77% Jan 13, 2017 - Jan 23, 2017	-3.35% May 11, 2007 - May 22, 2007
#15	-8.05% Aug 3, 2020 - Aug 5, 2020	-3.14% May 22, 2007 - May 31, 2007