SOHO vs HGBL

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

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

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

SOHO vs HGBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

SOHO

$46M

Winner

HGBL

$46M

Max Drawdown

SOHO

94.32%

Winner

HGBL

74.19%

Sharpe Ratio

Winner

SOHO

1.08

HGBL

-1.02

5Y Beta

SOHO

N/A

HGBL

0.48

Industry

SOHO

Reit - Hotel & Motel

HGBL

Capital Markets

P/E Ratio

Winner

SOHO

-214.01

HGBL

14.26

Forward P/E

SOHO

N/A

HGBL

18.02

PEG Ratio

Winner

SOHO

0.00

HGBL

3.60

5Y Dividends CAGR

SOHO

16.94%

HGBL

N/A

5Y EPS CAGR

SOHO

-66.75%

Winner

HGBL

-21.56%

Debt to Equity

SOHO

872.00%

Winner

HGBL

6.05%

Free Cash Flow Yield

Winner

SOHO

30.87%

HGBL

-1.69%

P/S Ratio

Winner

SOHO

0.52

HGBL

0.90

P/B Ratio

SOHO

1.26

Winner

HGBL

0.68

SOHO vs HGBL - Historical Returns

Returns include dividend reinvestment.

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

SOHO

+4.65%

Winner

HGBL

+5.83%

Winner

SOHO

+4.17%

HGBL

+3.25%

Winner

SOHO

+173.96%

HGBL

-5.93%

Winner

SOHO

+169.04%

HGBL

-36.50%

5Y(CAGR)

Winner

SOHO

-7.20%

HGBL

-15.10%

10Y(CAGR)

SOHO

-4.35%

Winner

HGBL

+21.58%

Max(CAGR)

SOHO

-3.02%

Winner

HGBL

+19.38%

SOHO vs HGBL - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

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

SOHO vs HGBL Drawdown Comparison

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

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

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

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