WallStSmart

Apple Hospitality REIT Inc (APLE)vsSotherly Hotels Inc Pref (SOHOO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apple Hospitality REIT Inc generates 706% more annual revenue ($1.42B vs $176.39M). APLE leads profitability with a 12.1% profit margin vs -4.4%. APLE earns a higher WallStSmart Score of 45/100 (D+).

APLE

Hold

45

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.05

SOHOO

Avoid

30

out of 100

Grade: F

Growth: 6.7Profit: 3.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APLEUndervalued (+13.9%)

Margin of Safety

+13.9%

Fair Value

$14.35

Current Price

$15.64

$1.29 discount

UndervaluedFair: $14.35Overvalued

Intrinsic value data unavailable for SOHOO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APLE1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

SOHOO2 strengths · Avg: 9.0/10
EPS GrowthGrowth
243.0%10/10

Earnings expanding 243.0% YoY

Free Cash FlowQuality
$9.50B8/10

Generating 9.5B in free cash flow

Areas to Watch

APLE4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.1%4/10

3.1% revenue growth

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-9.8%2/10

Earnings declined 9.8%

SOHOO4 concerns · Avg: 2.5/10
Market CapQuality
$78.75M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Return on EquityProfitability
-22.3%2/10

ROE of -22.3% — below average capital efficiency

Revenue GrowthGrowth
-6.1%2/10

Revenue declined 6.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : APLE

The strongest argument for APLE centers on Price/Book.

Bull Case : SOHOO

The strongest argument for SOHOO centers on EPS Growth, Free Cash Flow.

Bear Case : APLE

The primary concerns for APLE are Revenue Growth, Return on Equity, Piotroski F-Score.

Bear Case : SOHOO

The primary concerns for SOHOO are Market Cap, Operating Margin, Return on Equity.

Key Dynamics to Monitor

APLE profiles as a value stock while SOHOO is a turnaround play — different risk/reward profiles.

APLE carries more volatility with a beta of 0.90 — expect wider price swings.

APLE is growing revenue faster at 3.1% — sustainability is the question.

SOHOO generates stronger free cash flow (9.5B), providing more financial flexibility.

Bottom Line

APLE scores higher overall (45/100 vs 30/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apple Hospitality REIT Inc

REAL ESTATE · REIT - HOTEL & MOTEL · USA

Apple Hospitality REIT, Inc. (NYSE: APLE) is a publicly traded real estate investment trust (?

Sotherly Hotels Inc Pref

REAL ESTATE · REIT - HOTEL & MOTEL · USA

Sotherly Hotels Inc. is a self-managed, self-managed lodging REIT focused on acquiring, renovating, upgrading, and repositioning luxury full-service hotels to upscale hotels in the southern United States. The company is headquartered in Williamsburg, Virginia.

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